I'm kicking myself for not thinking of this a few years back but last week as I faced the upcoming task of moving our unused On-Account Ticketing money to contributions (400+ entries of small amounts), it hit me why don't we have a program.
We have a program to do auto charges and auto renenewals. We have program reports that cancel/write off pledges. More recently a program repor that cancels gift card balances to an On-Account. All create financial transaction in batches.
So why should we individually post 400+ entries that are going to go to the same fund and get the same acknowledgement -- when there could be a program report that does it??? My thought is have report that takes everything with the Payment method of X and moves it to Fund Code XX and of course a List can be used as well. It's parameters would be as below
Batch Type:
List:
Payment Method: (would be good if we could limit it to On-account but not necessary)
Fund Code:
Appeal:
Acknowledgement:
Review Only: (Y/N)
(Channel would come from the original entry)
Has anyone else realized the same thing and already,hopefully, has this report to share?
I have some data entries folks here that will be forever grateful if this does exist. Thanks
Could you create a contribution import set for the people in question and use the on account payment method for the set?