Canceling an EFT / ACH transaction?

[andy.reese]

We entered a scouting expense today in LCR. The recipient is set up of ACH transactions. The expense was approved by my 2nd reviewer. Now it's in "Bishop's Review" tab with a EFT Status of "Pending Approval".

After all of this I noticed that we have the wrong recipient on the expense. We had entered the requester as the recipient by mistake.

Is there a way to cancel or fix the expense before the EFT / ACH is complete? Or do we have to wait for the transaction to complete and then ask the member for the money back, so we can get it to the correct member...

Thanks

[drepouille]

Stupid question -- Why isn't the requester the recipient?
I assume your process is to have the organization leader request reimbursements for those who actually spent the funds.

[davesudweeks]

Stupid question -- Why isn't the requester the recipient?
I assume your process is to have the organization leader request reimbursements for those who actually spent the funds.

I could see it as a member providing the receipt to the organization president for them to turn in. If it isn't clear (I'm seeing this regularly now that they can submit via email), it could be assumed the reimbursement goes to the organization president who turned in the request instead of the member who incurred the expense.

[dvannen]

Hi
So my question is in regards to reversing an EFT reimbursement. Now I have never had to deal with this but am curious as to if this is possible and if so how is it done? The inquiry is not due to a duplication of an expense but a return of an item that was not compatible to our library copier.

[russellhltn]

The inquiry is not due to a duplication of an expense but a return of an item that was not compatible to our library copier.

"Donate" to "Budget" using the old in-person method of paper tithing slips.