How to enter gifts that are Payroll Deducted and Matched from a Corporation
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Scenario: Corp X sends us a check for $400. The breakdown on the check according to Corp X is as follows:
John Doe (employee of Corp X) - payroll deduction on 11/1 for $100 and another payroll deduction on 11/15 for $100.
Corp X match of 11/1 payroll gift of $100, and another match of the 11/15 gift for $100
We had no prior knowledge of John Doe's intention to give or that Corp X would match so there are no gifts or matching gifts recorded on either record.
How would be the best way to enter these gifts so that both John Doe and Corp X get the proper credit?
Thank you.
John Doe (employee of Corp X) - payroll deduction on 11/1 for $100 and another payroll deduction on 11/15 for $100.
Corp X match of 11/1 payroll gift of $100, and another match of the 11/15 gift for $100
We had no prior knowledge of John Doe's intention to give or that Corp X would match so there are no gifts or matching gifts recorded on either record.
How would be the best way to enter these gifts so that both John Doe and Corp X get the proper credit?
Thank you.
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Comments
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How we handle this is we put the gift on the corp record (gift on wherever/whomever the check is from) then soft credit the employee3
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My process is to
record the $200 from the employee with a match attached from the
employer. Then from the company record I record their $200
match and soft credit the employee. The dates end up on the
same day (match pledge and match received) but I note in the
reference line the payroll dates associated with the gifts.Eager to hear
other's processes for this.2 -
Audra Babb:
Scenario: Corp X sends us a check for $400. The breakdown on the check according to Corp X is as follows:
John Doe (employee of Corp X) - payroll deduction on 11/1 for $100 and another payroll deduction on 11/15 for $100.
Corp X match of 11/1 payroll gift of $100, and another match of the 11/15 gift for $100
We had no prior knowledge of John Doe's intention to give or that Corp X would match so there are no gifts or matching gifts recorded on either record.
How would be the best way to enter these gifts so that both John Doe and Corp X get the proper credit?
Thank you.
2
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