There is a Gift entry on a Team's Journal page

When looking at the Journal page for a Team account, there is a Gift or other transaction entry, which should not show on the Team account because Team accounts cannot have transaction Journal entries.
We are currently evaluating this issue and will update this article when we have more information. In the mean time, please use the steps listed below to add the Gift to the appropriate Constituent account:

First, we'll add the Gift to the Constituent's account
  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the Constituent's name
  4. Click Journal
  5. Click Add
  6. Click Gift/Pledge
  7. Fill in all of the information about the Gift
  8. Click Save and Search

Then, we can reverse the Gift on the Team's page
  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the Team's account
  4. Click Journal
  5. Click the Gift entry
  6. Mark the Final checkbox
  7. Click Save and Edit to finalize the entry
  8. Once the screen refreshes, click Reverse
  9. Fill in the Date and any Notes you'd like to add to the reversal
  10. Click Reverse

Steps to Duplicate

  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the Team's account
  4. Click Journal
Notice that there is a Gift entry on this Journal page

Environment

 eTapestry

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