New feature request Subscribe
Status Not Prioritized
Categories Payments Transactions
Created by Guest
Created on Aug 2, 2024

RELATED FEATURE REQUESTS

Move a transaction and payment method to another constituent

Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that first!

Once a payment has been entered on the wrong constituent, it can be moved to the correct constituent by deleting it and re-entering it. This can be tedious, and if it was an online payment the payment method will be connected to the wrong constituent.

Creating a feature to move a transaction and payment method to another constituent would help keep payment methods associated with the right donors, and reduce time spent doing data cleanup.

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  • Guest
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    |     Oct 3, 2024

    Currently, we have three constituent fields, one transation field, and 2 weekly reports to document "transaction transfers." This is very time-consuming to manage. Generally, this is associated with our Membership program, and while we are using the new membership feature, I don't expect this to improve. Deleting the transaction and re-entering it on the correct accout creates two problems: (1) ends recurring transactions, and (2) deletes the name from the payout report leaving our business office unable to track payments back to the exact transaction.

    We need this feature.