Reallocating a Contribution to a Different Membership

In auditing our Memberships, we've found a few records where Contributions were allocated to the incorrect Membership (e.g. an early renewal was processed as an upgrade). Is there any way to reallocate the contribution to go toward a different Membership without having to "refund" the Contribution to On Account and re-process? Some of these errors occurred during the previous fiscal year, so we don't have clearance from Finance to do refunds.

Parents
  • I know it feels like a pain but reentry is the best way.  As for Finance dept,  the entries can be back dated to the prior fiscal year.  Keeping all the entries to a single posting will assist too.   The result should be a net “wash” with no changes to the books GL. 
     
    If Finance is nervous – provide reassurance by doing things in TEST first.

     
Reply
  • I know it feels like a pain but reentry is the best way.  As for Finance dept,  the entries can be back dated to the prior fiscal year.  Keeping all the entries to a single posting will assist too.   The result should be a net “wash” with no changes to the books GL. 
     
    If Finance is nervous – provide reassurance by doing things in TEST first.

     
Children
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