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Repeating Contributions
Posted: Tue Jun 03, 2014 4:26 pm
by Central Office
A contributor would like to send a check to the church once a month and the amount be split between 2 different funds. He would like as few counters to see this as possible. Is it possible to designate 2 funds in repeating contributions? Would there be 2 entries for one check?
When the check arrives, should it be released before the counters see it or make sure that the Financial Secretary releases it?
Re: Repeating Contributions
Posted: Tue Jun 03, 2014 6:22 pm
by NeilZ
Leigh wrote:A contributor would like to send a check to the church once a month and the amount be split between 2 different funds. He would like as few counters to see this as possible. Is it possible to designate 2 funds in repeating contributions? Would there be 2 entries for one check? When the check arrives, should it be released before the counters see it or make sure that the Financial Secretary releases it?
You would have to create two separate repeating contributions for the envelope in question. The issue is this, who does the deposit? Do the counters use a bank drop, or does the Financial Secretary do the final deposit.
If the counters do the deposit, then the Financial Secretary may have to do a separate deposit. If the Secretary does the final deposit, then she can add the check to the deposit.
Re: Repeating Contributions
Posted: Wed Jun 04, 2014 9:39 am
by Central Office
The counters take the deposit to the bank. I'll talk it over with the Financial Secretary. Thank you.