Hello -
I have a merged account that has a credit on account issue. The household was created with two individual accounts. On one of the individual accounts, there is a value on account (credit). The problem is, when trying to add an order in the household, and attempting to use that credit to pay for it, the credit isn't available as it lives in the individual account.. I also cannot add an order to the individual account either.
Any advice on how to move the money to the household account or another way around this issue?
Thank you
Brian Burke
Hi, Brian:
Have you tried the “Move Transactions to Household” command that’s under Household Operations on the Constituents menu? You run it in the Constituents module from the individual account that has the credit.
Lucie
______________________________ Lucie Spieler Florida Grand Opera
Brilliant! That worked and noted for future reference!
Thank you so much!