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Transfer Funds to Multiple Participants

Move funds from one participant to other participants within the same trip.

  • You must be a Go Method admin to do this.
Rather than moving funds from one participant to another one at a time, you can choose to distribute funds from one participant to up to four other participants at one time. You can distribute the funds evenly among the selected participants, or you can allocate specific amounts to specific participants. For example, if a participant receives a trip donation and is now over-funded, you can distribute the remaining amount to other trip participants.
  1. Go to Events > My Events.
  2. Select the event.
  3. On the left menu, click Team Members > View Team Members.
  4. Select the participant whose funds you want to transfer. This brings you to their profile.
  5. Click the Funding tab.
  6. Select the transaction you want to re-allocate and click Transfer Funds.
  7. Under the Between Team Members section in the transfer funds message box, click Choose.
  8. Select one of two options:
    1. To distribute the money evenly among the selected participants, select the Distribute [monetary value] evenly between selected participants check box and select the participants you want to allocate the funds to.
      image with check box to distribute funds evenly among participants is selected. Two of three participants are selected.
    2. To distribute specific amounts to specific participants, deselect the Distribute [monetary value] evenly between selected participants check box, select the participants you want to allocate funds to, and enter the amount you want to allocate to those participants in the field provided.
      image with check box to distribute funds evenly is not selected. Three of three participants are selected with varying fund amounts in the field provided.
  9. When finished, click Yes, Transfer Funds.