A split donation with more than one donation destination is not the same thing as using a profile payment. Donors make gifts, not payments; that's a different process, which requires an invoice, and multiple transactions. We should be able to honor a donor's request to split their gift however they need and keep the records clean.
This idea is not "implemented."
Just today, I had the ability to get as far as a screen that showed the donation, how much of it I applied to one fund, and then I had the option of entering a second fund for the balance - but it would not populate with the donation destination. See screenshot. It's as if someone started working on this but didn't finish this so it's out there but doesn't work.
Should be simple. Enter a donation, and add the option to add more than one donation destination.
Boyer, Kristin commented
just went through the process of creating 5 entries for one donor check - 1 to create the payment, and 1 for each destination fund specified by the donor. should be easier. how about making a multifund option as with A/P vouchers?
CHRISTINE GREEN commented
Yes, please!! We frequently encounter split gifts and I agree, the payment method seems totally out of place for what should be a simple process.
Tiffany Peterson commented
Would also like to have ability to have part of the donation spendable and the remainder endowed. Or vice versa. Instead of having to create 2 donations for the same gift to accomplish this.
Loriel Grigsby commented
I 100% agree, this needs to be a donation process! I enter separately because I don't like using the "payments" for gifts.
Susan Lotreck commented
This is a must have! We are using profile payments because it is our only option but we receive gifts on a weekly basis that are applied to multiple funds (25+ funds for one check)
Maddie Patrick commented
very surprised this still isn't implemented! it's so easy to do on a voucher. can the same logic not be put onto donations? especially with stock donations, it is very necessary.
Amy Pearson commented
I believe this is the same problem I had this week. Support said it was due to a donor being linked to the fund. I unlinked the donor (scrolled down to the bottom of the fund), added the other fund which fixed the donation, then relinked the donor.
Alyssa Hazzard commented
We've found the same issue and have landed on the same page where it seems to be offering the option of adding a second fund, but will not populate any name other than the original destination.
Much like we can create multi-fund grants that lead to the same record, we should be able to have multi-fund donations that lead to the same record without introducing payments. Please fix!
Dean Busack commented
HOW CAN YOU ARCHIVE THIS WHEN IT HAS 70 VOTES?!?!
Hali Maynard commented
Quickbooks makes it very easy to enter one donation check into multiple funds all in one transaction. I think CSuite needs a tab on the left menu while youre entering a donation for an additional donation within the first donation. For ex: Im writing a check for $500 and i want $100 into these 5 funds. Why need to make 5 complete start to finish enteries when you could come up with something to make that process much quicker
Jennie Dawes commented
This needs to be a DONATION process. The screen is already there - it just won't work! There is an option in the menu that lights up red, "+ Add Fund" when you don't apply the full amount of a gift - but it's useless. Finish the job and you're golden.
Dean Busack commented
Make this a donation process, PLEASE!
Emma Schwarz commented
Better yet - please make this a Donation process rather than Payments process. We are just trying to split donations into multiple funds. That way, we can even use the Donation Upload template.
Split payments to multiple funds in one screen
We will have donors give to 20+ funds in one payment. It would be great to be able to split the payments in one screen with drop downs for each fund and amount applied. Currently, there are too many steps in the split payment process with the potential of errors.