stmarylowell wrote:After running a report I realized I had used a wrong contribution number after posting contributions. I would like to edit the contribution number in that batch of posted contributions. How do I do that?
OK .. you said "contribution number". This response is based on the assumption you meant 'Envelope Number' if you mean Contribution Fund number, the correction is much the same, except you may have to do it multiple times. This is also based on the assumption you're using v12.x
1. Head to the Contributions menu and select
Reports - Contributions. Select the
Posted Contributions report, and use the date of the original Contribution. Print this report so you can refer to it later.
2. Head to the Contributions menu and select
Maintain Donors from the menu selections.
3. Find the incorrect envelope number/donor.
4. Highlight the incorrect entry, and click the
Reverse/Correct button.
5. Since this is an incorrect entry just select the
reverse button from the popup notice that appears. In both v12 & v11.5 you'll get a notice that the item was reversed.
6. Select
Enter Contributions from the Contributions menu, and enter the correct information using the correct envelope number and same date as the original entry.
7. Repeat as necessary from step 3 if other donors are affected.
8. Post contributions. This will update the system.
If you meant the wrong Contribution Fund number, I hope this didn't happen to many entries.
Basically follow the steps above to step 4. Then follow below:
Click the
Reverse and Correct button from the popup. This brings up an entry screen where you can correct the contribution fund number. Then click on Save. Repeat this step for other affected donors, then continue to step 8 above.
If you're using v11.5, there are some differences that need to be pointed out.