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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Funds

Remove Funds from a Participant

Remove funds from participant trip funding.

  • You must be a Go Method admin to do this.
To reallocate funds, remove them from a participant. For instance, correct errors by withdrawing unallocated funds assigned by mistake.
  1. Go to Events > My Events.
  2. Click the event that has the funds you want to remove.
  3. On the left menu, click Team Members > View Team Members.
  4. Click on the participant you want to remove the funds from.
  5. Click the Funding tab.
  6. Click on the transaction you want to remove.
    The funding options drop-down buttons below the line item.
    A list of options appears below the transaction.
  7. Click Remove Donation.
  8. In the Remove Funds pop-up, click Remove Allocation.
The transaction now displays a $0.00 value in the participant funding, and the Audit Log displays the history of the transaction, which now includes the removal of the donation.

Last updated: November 1, 2024