Editing Individual Contributions
Uh oh, you’ve made a mistake. It was $12.45 and not $1245.00. It’s not a problem, let’s walk through how to edit an individual Contribution before we make our Deposit.
Pre-Deposit
If you have not yet made a Deposit that includes the contribution in question, navigate to the Contributions>Edit page. You will see the most recent undeposited contributions listed. Each Contribution will also show Details in the lower pane when you click on it.
To make changes to the desired Contribution, click on the three blue dot icon to the right of the line item.
The Edit Contribution window will appear and you can edit the specific details of the contribution, clear the contribution and start over, or add additional details to the contribution.
Click Save when you are done.
Post-Deposit
If a Deposit has already been made, we will need to be a bit more careful on how we edit the Contribution.
The first thing we will need to do is click on the Advanced Search feature on the Contributions>Edit page.
This is the down-arrow next to the search bar in the top right corner of your screen.
Once the pop-up window appears, click on the “has not been deposited” drop-down and change it to “has been deposited.
Click Search.
You should now see a list of past Contributions that HAVE been deposited.
Find the Contribution that you intend to edit.
Clicking on the dotted button to the far right, you will be shown three options. Edit, Reverse, and Archive.
Edit
If you are looking to change key information for the deposit, but NOT looking to change the total amount given, select this option.
It will allow you to change all details of the contribution.
Changing the total amount of the contribution in this section WILL CHANGE THE DEPOSIT.
If you have entered the wrong total amount for the contribution, you select REVERSE.
Reverse
The Reverse Contribution option will post a mirrored negative contribution (essentially removing the original contribution, but leaving the accounting trail). This will allow you to reenter the correct contribution as a new Entry.
Archive
Archiving the Contribution will delete it from the Contribution(s) from the Deposit. If you choose to Archive a contribution, it would be prudent to manually check your Deposits to be sure they match external records.
If you find yourself unsure of how to correct an issue, please contact our Support Team. We would be happy to assist you to assure the integrity of your records.
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