Hello!
Can anyone tell me if there is a way I can create a list that will show any pending on-account money that needs to be transferred? The current canned report just gives us a total amount for each constituent.
Thank you!
What is your criteria for "needing to be transferred"?
If you are using a specific on-account payment method to keep this money separate (that is, separate from an on-account method used for house credits for example), you can use the canned On Account Tracking report to filter by On Account Type, and then save it to a list.
Separating on-account methods allows you to define detailed permissions, for example, allowing box office staff to "refund" to the development transfer on-account method, but not use it to pay for tickets by accident, thinking it is house credit.
Thanks Nick!!
I'll have to speak with our Box Office staff to find out some more details, since as i understood it they had used the On Account Tracking report, but it was just showing a cumulative amount, and not any pending money that needed to be moved over into Development.
Thank you so much for all your help!