Question

Is it possible to set up a new feature to not allow a credit card to charge without a company and campaign put in? Also, is it possible to add the feature that if you charged a credit card in tuition, you should be able to apply it in fundraising and the opposite way?

Comments

1) Why shouldn't we allow. Lots of organizations charge without a campaign.

2) You can always enter a payment in fundraising for the charge in tuition.

---

Can it be an option to not allow a credit card charge to go through without a company?  This would help prevent some mistakes.

---

When attempting to charge a credit card, the system does not allow it without specifying a company. If you try to charge a cc without selecting a company, you’ll receive a message indicating that a company is required. However, if you have a default company set, the system will automatically associate the charge with that company. If you’re encountering issues with the default company being added to records, you can remove it from your default settings to prevent it from being automatically assigned.

I hope this helps! Let me know if you have any other questions or need further assistance.

Answer 1

When attempting to charge a credit card, the system does not allow it without specifying a company. If you try to charge a cc without selecting a company, you’ll receive a message indicating that a company is required. However, if you have a default company set, the system will automatically associate the charge with that company. If you’re encountering issues with the default company being added to records, you can remove it from your default settings to prevent it from being automatically assigned.

I hope this helps! Let me know if you have any other questions or need further assistance.