User Support Forum

Hello, I did not use the Donor Restriction Assistant to set up some new donor restrictions and now my new restrictions are not showing up in the "release restricted funds" menu within the Maintain Manual Checks form. Is there any way to get them added or am I stuck adding these release entries manually for their term of existence?

You can set up the restriction using the wizard even after you manually setup the accounts.

The main benefit is that you name the restriction and it will appear in the window, which is what you want it to do.

When you are in the wizard, there is a check box to use an existing account, as opposed to creating a new account.

I should have known that the PC designers would have included that feature in their Assistant! Thank you for your prompt reply it is most helpful.