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Expense Claim and EFT

Posted: Sat Aug 07, 2021 3:39 am
by cjbobby01
An organisation president has put in some expense claims but I can't get them put through. As it's their first time I have to set up their EFT method (whatever that means!), but when I put it all in it comes up with an error message "pending transactions associated with bank account". They pay their donations online with the same account and I was wondering whether there was a problem when they set that up - I don't know.

Re: Expenses

Posted: Sat Aug 07, 2021 11:54 am
by garystroble
The recipient of the pending EFT has to log into their church account and authorize reimbursements to either the same bank account they pay tithing with or another designated bank account. You cannot do it for them.

Once they have done that correctly you should be able to proceed with the EFT. They only have to designate a reimbursement account once, unless they wish to change to a different bank account later.

Re: Expenses

Posted: Thu Aug 12, 2021 2:41 am
by cjbobby01
Many thanks - that worked brilliantly.