On account

Hi Mike -

There are several ways of doing this - usually through some sort of 'Split Payment' payment method. Some people do an Adjustment Payment method to a bogus GL and some do a GC payment method. We use the GC payment method as we find that is easier to track and control. So we have created a payment method of GC type that goes to a dummy GL and when we share money across accounts we sell the money to that payment type, write down the GC number that it creates and then go to the other account and use that same payment method and GC number to pull the money off. The balance always equals zero (or should) so we never have any issues with Finance. 

HTH,

Heather

Hi Mike -

There are several ways of doing this - usually through some sort of 'Split Payment' payment method. Some people do an Adjustment Payment method to a bogus GL and some do a GC payment method. We use the GC payment method as we find that is easier to track and control. So we have created a payment method of GC type that goes to a dummy GL and when we share money across accounts we sell the money to that payment type, write down the GC number that it creates and then go to the other account and use that same payment method and GC number to pull the money off. The balance always equals zero (or should) so we never have any issues with Finance. 

HTH,

Heather

Hi All:
We use a payment method (an on account type) called 'Inter-Patron Adjustment' that is used only for these purposes.

Our business rules state that these take place in an isolated batch and that the net balance of the transactions must be $0 ($100 moved out of one constituent account and $100 moved into another). 

Best of luck,
Mark