Cross-fund payment grouping
Within the payments screen, ExpensePlus automatically groups together expense payments for the same payee that are ready to be paid.
When cross-fund payment grouping is allowed, ExpensePlus can group payments for the same person even if they relate to different funds.
In this article:
Why allow cross-fund payment grouping
Cross-fund payment grouping removes the need for the person making payments to make multiple payments.
It also removes the need for the person submitting their expenses and for the person checking receipts to have to manually add up and check payment totals.
The default in ExpensePlus is that cross-fund payment grouping is allowed.
This means that ExpensePlus will group all purchases for the same payee together.
Why prevent cross-fund payment grouping
Some churches and charities don't make payments from one main bank account.
For example, some churches that are made up of more than one church but where they are part of the same legal entity prefer that each church has its own bank account.
To enable different funds to have different default bank accounts,you need to change your settings to prevent cross-fund payment grouping.
To find out more about configuring your payment settings, see this help guide article.
We'd recommend your payment settings to allow cross-fund payment grouping unless you have good reason to change this.
How to prevent cross-fund payment grouping
To prevent cross-fund payment grouping go to System Settings > Payment Settings.
You will see the default is set to 'allow' cross fund payment grouping.
Click on the 'Edit' button (pencil icon) to edit the setting.
In the popup that appears, in the section titled 'cross-fund payment grouping, set it to 'prevent' (rather than 'allow').
Note: It's a common accounting misconception among churches and charities that they need to:
- Have a separate bank account for each restricted or designated fund;
- And have to keep the bank balances of their bank accounts aligned with the already correct fund balances within the financial reports.
You don't need to do this! For further information about this read this blog post.
To help you better understand the Payments module, please visit the module overview page here.