deleting contributions already posted

[fathersheart]

of course i am new at this..i must be doing something wrong cause i hear many talking about deleting but when i go to an already posted contribution and i need to delete the amount i have no option to delete..please how do i delete already posted contributions???

[Zaina]

You can't delete it once it is posted. You can reverse it, post that, and then reenter it correctly. Which version do you have?

[Zorak]

There is a Delete Old Data option under Contributions, but at a minimum, that would delete the whole day, not a single contribution.

[fathersheart]

i have version v9..

[fathersheart]

not having an easy access delete button should be fixed in my opinion..ive done the contribution side of accounting for church for years and i know there are many times when entries need to be changed or deleted after being submitted an posted..like when a check bounces?? i use to use memebership plus which is wonderful but pricey so giving powerchruch a try..

[Eden Whitehead]

not having an easy access delete button should be fixed in my opinion..ive done the contribution side of accounting for church for years and i know there are many times when entries need to be changed or deleted after being submitted an posted..like when a check bounces?? i use to use memebership plus which is wonderful but pricey so giving powerchruch a try..

I'm curious to know what other PC+ users think about having an "easy access delete button" in the Contributions module. Any thoughts, anyone?

Thanks,
Eden

[NeilZ]

not having an easy access delete button should be fixed in my opinion..ive done the contribution side of accounting for church for years and i know there are many times when entries need to be changed or deleted after being submitted an posted..like when a check bounces?? i use to use memebership plus which is wonderful but pricey so giving powerchruch a try..

OK .. version 9 is about 4 versions behind now, and is no longer being updated. Version 11.5 now has an easy way to 'reverse' contributions, which is basically what you want to do here.

In version 9 you have to manually REVERSE the contribution.

1. Find the contribution you want to reverse. Jot down the envelope number, amount, date and Contribution Fund .
2. Open the "Enter Contributions" module from the Contributions menu.
3. Enter the date from the original contribution, envelope number, fund number and the amount originally contributed, but as a NEGATIVE number (IE: -99.00).
4 Post this contribution. If Funds Accounting has already been corrected manually by someone creating a transaction there, then just post to Contributions Only, otherwise post to Funds Accounting.

This will do a few things:

1. Effectively delete the original, incorrect contribution from the system. It won't show up on any contribution statements, or reports.
2. If posted to Funds Accounting, it will create the proper transactions to remove the money from the income and checking accounts.

Hope this helps.

[NeilZ]

not having an easy access delete button should be fixed in my opinion..ive done the contribution side of accounting for church for years and i know there are many times when entries need to be changed or deleted after being submitted an posted..like when a check bounces?? i use to use memebership plus which is wonderful but pricey so giving powerchruch a try..

I'm curious to know what other PC+ users think about having an "easy access delete button" in the Contributions module. Any thoughts, anyone?

Thanks,
Eden

No way ... too easy to mess things up. Using the v11.1 & 11.5 reverse button is much safer, as it creates the proper transactions to take care of funds accounting.

As far as deleting contributions, the IRS says you have to maintain this data for at least 4 years, after that, you can use the delete old data procedure to remove an entire year.

[R.V.Fagan]

Neil,

Just to be clear, I too have a few individual entries within a number of different days where the data entry person keyed in items through the contribution module that need to be reversed. They have already been manually journal corrected within fund accounting. If I correct and just post to contributions only, it will effectively be removed and will not be left hanging for other activities/reports, and will correct my weekly graphs etc?

Thanks in advance,

Ralph

[NeilZ]

Neil,

Just to be clear, I too have a few individual entries within a number of different days where the data entry person keyed in items through the contribution module that need to be reversed. They have already been manually journal corrected within fund accounting. If I correct and just post to contributions only, it will effectively be removed and will not be left hanging for other activities/reports, and will correct my weekly graphs etc?

Thanks in advance,

Ralph

Correct ... next time if you reverse through Contributions, then post to Funds Accounting, you won't have to worry about dangling contributions again