How do I transfer funds to other trips or participants? Follow
Administrators now have the ability to re-allocate funds between participants and trips. You may now:
- transfer funds between team members
- transfer funds to another trip
- transfer funds to another user
- transfer funds back to unallocated on the same trip
- view an Audit Log to track actions taken on the individual transaction
Follow the steps below to transfer funds in your trips as needed.
Access a Participant's Funding
To transfer funds from a participant's account, select the participant from the trip's Team Members' view.
From the participant's Profile, select Funding from the left column menu.
Transferring Funds
From the participant's funding view, select the transaction you wish to re-allocate.
Click on the transaction to reveal a drop-down menu of the following options:
- Notes
- Remove Donation
- Transfer Funds
- Audit Log
To transfer all or part of this transaction amount, click on Transfer Funds.
From the Transfer Funds window, select which action you wish to perform. You may:
- Transfer funds to another team member on the same trip
- Move funds to another trip's unallocated funds
- Transfer funds to another team member on a different trip
Transferring Funds to a Team Member
To move all or part of a transaction amount to another team member on the same trip, simply select the participant from the drop-down menu and define the amount to be transferred.
When you are ready, click the Yes, Transfer Funds button.
Moving Funds to Another Trip
To move all or part of a transaction amount to a different trip's unallocated trip funds, simply select the trip from the drop-down menu and define the amount to be transferred.
When you are ready, click the Yes, Transfer Funds button.
Transferring Funds to Another Participant on a Different Trip
To move all or part of a transaction amount to another team member on a different trip, select the trip from the first drop-down menu, and then the receiving participant from the second drop-down menu, then define the amount to be transferred.
When you are ready, click the Yes, Transfer Funds button.
If you attempt to move more funds than is needed to a participant, or if you select a participant who is already fully funded, you will be prompted to select a different amount or participant from the window.
The Audit Log
The Audit Log feature allows you to view all actions taken on a particular transaction from its original point of entry to any and all transfers. The Audit Log also tracks:
- the date each action took place
- the recipient of any transferred funds
- users performing the transfers or other actions
- the amount moved
