I am the treasurer for a nonprofit that uses Personify/Wild Apricot to handle membership transactions. In our membership form, we allow people to make a separate donation on top of their membership fee. When I download transactions from Wild Apricot, these additional amounts show up as a separate line item on each payment (see attached screenshot).
I can see how to change the class on these line items, but I can't figure out how to make them go to a separate account (donations vs membership dues). Any ideas?
I'd be more than happy to provide some steps, mawdc.
You can select an item for each line and make sure that the items are linked to the different accounts.
Go to Lists > Item List.
Double-click the item you want to edit. If you don't have an item for the membership and donations, you can create a new one by clicking the Item drop-down located at the bottom. Select New and enter the item details.
In the Edit Item window, select the appropriate account from the Account drop-down list.
I've got a sample screenshot for reference:
Once the items are created, go back and open the pledge. Then, assign the items under the ITEM column.