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  • 1.  how enter one check # for multiple attendees

    Posted 09-19-2019 16:25
    I have one check that needs to be applied to 28 attendees' open payment status.

    Is there an easier method other than entering the payment for each person individually?
    #Miscellaneous

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    Sandra Hester-Steele
    Affiliate Services Manager
    Girls Inc.
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  • 2.  RE: how enter one check # for multiple attendees

    Community MVP
    Posted 09-19-2019 16:50
    I haven't read through the instructions, but maybe?
    Importing Offline Payment


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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 3.  RE: how enter one check # for multiple attendees

    Posted 09-20-2019 09:37
    Thanks Steven Schlossman for the suggestion. I will give this a try soon.

    Sandra

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    Sandra Hester-Steele
    Affiliate Services Manager
    Girls Inc.
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  • 4.  RE: how enter one check # for multiple attendees

    Community MVP
    Posted 09-20-2019 10:18
    Edited by Kameron Kidd 01-18-2024 14:08
    Sandra,
    Let us know how it works. I've had to do that before, but did it manually. Never thought about importing until you raised the question.

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 5.  RE: how enter one check # for multiple attendees

    User Group Member
    Posted 09-20-2019 10:51
    I'd be curious to hear how it goes as well. This has been a pain point for my finance team and I wonder how long it takes to set up the spreadsheet to import.

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    Mia McLaughlin
    Sr. Event Coordinator
    Northwest Evaluation Association
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  • 6.  RE: how enter one check # for multiple attendees

    Posted 09-24-2019 15:14
    SUCCESS! Just finished using the "Importing Offline Payments" feature to process 25 payments with one check.

    A bit of work to set-up, but worked great!

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    Sandra Hester-Steele
    Affiliate Services Manager
    Girls Inc.
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  • 7.  RE: how enter one check # for multiple attendees

    User Group Member
    Posted 09-24-2019 16:39
    Thank is awesome to hear! I can't wait to tell my finance team that they have an alternative to the single entry method.

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    Mia McLaughlin
    Sr. Event Coordinator
    Northwest Evaluation Association
    ------------------------------



  • 8.  RE: how enter one check # for multiple attendees

    Posted 09-20-2019 11:44
    I will try this method, but likely not UNTIL my conference, or perhaps during if I get a chance.

    Will report back how/if worked.

    Sandra


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    Sandra Hester-Steele  Affiliate Services Manager

    Pronouns: She/Her/Hers (what's this?

    317.634.7546 ext. 137girlsinc.org

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