EFT cleared but was incorrect so need it back
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EFT cleared but was incorrect so need it back
We accidentally reimbursed a member twice for the same request. We need to get the second one back. Is the correct method simply to have them pay it back using the donations system? Or is there some way to pull it back?
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Re: EFT cleared but was incorrect so need it back
Yes, the "excess" is deposited back into the same budget category the "excess" reimbursement came from using a donation slip. Only the donor name is not the member's name who got the excess reimbursement but rather the ward name. Using the ward name on the donation slip avoids the problem of the member having the "donation" appearing on their tax valid statement as a donation.
You can put a comment on the donation slip explaining the return of the funds as an over payment. Be sure to put the reference number for the extra (excess) reimbursement.
You can put a comment on the donation slip explaining the return of the funds as an over payment. Be sure to put the reference number for the extra (excess) reimbursement.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
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Re: EFT cleared but was incorrect so need it back
I don't think that's true any more. All "donations" to "budget" do not appear in the tax statement.jdlessley wrote:Only the donor name is not the member's name who got the excess reimbursement but rather the ward name. Using the ward name on the donation slip avoids the problem of the member having the "donation" appearing on their tax valid statement as a donation.
Leaving it as the member name allows you to track the reimbursement.
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