When we had to cancel our summer camps last year, folks had the option to keep the money On Account, donate it or get a refund. We wanted to see if there was a way to look at On Account Funds on Analytics (our org is super new to Analytics!)
Thanks in advance!
Hi Emily,
From an Analytics Finance cube perspective, the techniques for reporting on On Account, vs Gift Certificate, vs Invoice are the same. It's just the Payment Method Type that differs. Have a look at these and see if they get you started...
Best,Chris