MemberCentral Blog


Posted on: Jan 23, 2019

You can set Accounting Limits for any GL Account within any specific date range. For example, let’s say you have a fundraising cycle where you want to limit members to giving $1,000 to a primary PAC, $1,000 to a secondary PAC, and then all other funds to an advocacy account.   First, you create a limit schedule with a date range, then you rank order a list of GL Accounts, with each GL Account having a max amount.  Once a member reaches a limit for a GL Account within the date range, your schedule defines how excess monies should be re-allocated to other GL Accounts, in order of priority.