Moving a Donation to Another Account

Karen Tuecke

One of my favorite options in eTapestry is the option to move a donation to another account. Show of hands… who knew this was possible??

This feature makes it so much easier than doing a journal type entry or or deleting a donation. Below are screenshots of the steps to take to move a donation.

1. Find the Account you would like to work with
2. Go to the Journal Tab
3. Select the Donation you wish to change

1. Once you have selected the Gift, scroll to the bottom and select Move to Another Account

1. Search for the Account you would like to move it to
2. And complete the move

Easy peasy!