Moving money between Funds never moves it out of your savings account. There are three ways, and each one records who did it and why.
Allocate money received. When money is waiting in Needs allocation, choose Allocate money on the Funds page, then pick the Fund it belongs in, the amount and a reason.
Correct an allocation. If part of a deposit or opening balance went to the wrong Fund, open the Fund and choose Correct an allocation. Pick the entry, the Fund it belongs in, the amount and what was wrong. The original entry keeps its history.
Correct a donor restriction. If money was recorded under a donor's restriction by mistake, open the donor-restricted Fund and choose Correct a donor restriction. You must attach proof of the original mistake (PDF, JPEG or PNG, up to 10 MB each, one to five files). This isn't a release.
Who does what
- A Bookkeeper, Primary Admin or Admin prepares the change.
- A Primary Admin or Admin authorizes a Bookkeeper's change. If they prepared it themselves, that counts as their authorization.
- If second approval is on, another Primary Admin, Admin or Approver approves it before it takes effect.
- Correcting a donor restriction needs a Primary Admin's authorization.
There's no general "move between Funds" button. Money moves between Funds only through these recorded changes.
Still have a question? Email support@usedevote.com, or browse the Help Center.
