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Contributions - Deleted envelope with contributions posted
Posted: Sat Jan 02, 2010 12:02 pm
by lpetersen
I was cleaning out old contributors who had not given in past two years and accidently deleted a contributor who had contributions posted for 2009. The contributions for that individual defaulted to an envelope 99999 with the same total amount. I reentered the individual's profile and reentered the contributions so I could print out a contribution statement for that individual. Their same amount is in this "default" envelope 99999 and throws off the monthly contribution reports. I only update the contributions module. Is this fixable?
Re: Contributions - Deleted envelope with contributions posted
Posted: Sat Jan 02, 2010 12:38 pm
by NeilZ
lpetersen wrote:I was cleaning out old contributors who had not given in past two years and accidently deleted a contributor who had contributions posted for 2009. The contributions for that individual defaulted to an envelope 99999 with the same total amount. I reentered the individual's profile and reentered the contributions so I could print out a contribution statement for that individual. Their same amount is in this "default" envelope 99999 and throws off the monthly contribution reports. I only update the contributions module. Is this fixable?
You should be able to
exclude the 99999 envelope from the contribution reports. Most reports give you the opportunity to select what envelopes you want to include, just don't use the defaults of 0 to 99999.
Hope this helps.
BTW ... I do believe that the IRS requires you to maintain records on contributions for at least
3 years. So clearing them out after 2 may actually be in violation of the Federal rules.