Reassign Financial Transactions

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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Reassign Financial Transactions

Postby wrighad » Fri Apr 16, 2021 8:16 am

We have a number of financial transactions that have been posted to our ward account for a member that moved out of the ward. What are the steps that need to be taken so those transactions can be reassigned to the ward where the member lives?

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Re: Reassign Financial Transactions

Postby russellhltn » Fri Apr 16, 2021 10:38 am

You probably need to contact the organization that's doing the charging to let them know of the change.
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