moving On Account funds

How would I move On Account funds in an Individual account to the Household account that the Individual is in?

  • Hi, David:

     

    I should think that on account payments, along with all other transaction information, would move automatically if you go to the Constituents menu and select Household Operations > Move Transactions to Household.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    Florida Grand Opera