Method to add charges to an account automatically?

Question

Support:

In fundraising we have certain accounts we add a monthly charge for a “RENT####” campaign one or two years at a time. (RENT2015, RENT2016, RENT2017….)

Is there any way to automatically move through those accounts and add the new year’s charges based on the previous year automatically?

The charges differ from family to family.

There would need to be a way of distinguishing which to continue adding to and which not.

We would like to be able to automatically report those accounts that are for some reason behind in their payments.

If the feature does not exist, please convert from “How To” to “New Feature.”

Thanks for looking at this!

--yam

Answer 1

Yes. You have to enter it in recurring as a yearly. Then there is the Upgrade Yearly screen in administration that you can Prepare Transfer. There you can choose who you want to continue. Then when done you click on Charge Transfer.

Comments

Thanks!

• Is there anyway to guide the upgrade yearly via query (eg. flag)?
• Is there anyway to stop it from duplicating a charge if one is already there?
• So I am not left guessing, please clarify the function of the four buttons on the screen (or point me to a how to that discusses upgrade yearly).
• Please explain the appearance of the names in the transfer grid. What is italic vs regular font?
• Please explain the significance color in the recurring tab in the accounts screen.

All the best,

Yitzchok Markowitz