Page 1 of 1

Making a single payment from two restricted accounts

Posted: Thu Dec 19, 2024 4:28 am
by Murry_Page
I have two restricted accounts one that hold funds donated to all missionaries we support. One holds individual donated money to a specific missionary.

The missionary account has 100.00 in it.

I need to pull from both restricted accounts and create one payout check to the specific missionary. I have setup an expense account for the missionary.

I credited 100.00 from Missions restricted income account and debited checking then released 100.00 transaction. I did the same for the missionary account. I was then going to write a 200 check out of expense account against checking account to the missionary.

For some reason I show I did not accomplish my goal because the missionary account did not go from 100 to 0 after posting (stayed same). The Mission account showed I moved the money. I tried couple times, so it has to be my procedure.

So, what procedures should I have used? I am backed up before making transaction so just need to handle it correctly.

Thank You,

Re: Making a single payment from two restricted accounts

Posted: Thu Dec 19, 2024 6:26 am
by NeilZ
Murry_Page wrote:
Thu Dec 19, 2024 4:28 am
I have two restricted accounts one that hold funds donated to all missionaries we support. One holds individual donated money to a specific missionary.

The missionary account has 100.00 in it.

I need to pull from both restricted accounts and create one payout check to the specific missionary. I have setup an expense account for the missionary.

I credited 100.00 from Missions restricted income account and debited checking then released 100.00 transaction. I did the same for the missionary account. I was then going to write a 200 check out of expense account against checking account to the missionary.

For some reason I show I did not accomplish my goal because the missionary account did not go from 100 to 0 after posting (stayed same). The Mission account showed I moved the money. I tried couple times, so it has to be my procedure.

So, what procedures should I have used? I am backed up before making transaction so just need to handle it correctly.

Thank You,
Both accounts need to be DONOR RESTRICTED accounts, where the funds are kept in separate 3000-level fund balance account, with the funds actually kept in the main checking. The system then takes care of the tracking of the funds.

When you write the check you need to release the funds from those accounts, the system then does the proper debit and credit of the accounts, there is no need for you to do any manual 'debiting and crediting'.

There was no need to create a separate expense account, you could have used a general missions expense account. In addition, you should not move funds out of income accounts, this is why you use release accounts with donor restricted accounts which move funds out of their fund balance accounts.

You can read more about Donor Restricted accounts in the online help.

Re: Making a single payment from two restricted accounts

Posted: Thu Dec 19, 2024 3:28 pm
by Murry_Page
Thank You for response. Both accounts are in restricted accounts. I will try the check Agin following the instructions.

Re: Making a single payment from two restricted accounts

Posted: Thu Dec 19, 2024 3:53 pm
by NeilZ
Murry_Page wrote:
Thu Dec 19, 2024 3:28 pm
Thank You for response. Both accounts are in restricted accounts. I will try the check Agin following the instructions.
You can have restricted accounts, but if they're not setup to properly release, as in listed in the Donor Restricted accounts list when you click the 'release restricted funds' button on the Create Invoice, then they're not setup that way.