Knowledge Base

Version 12.2 - Reverse & Correct Contributions

A contribution was entered for $100, when in reality, it was only a $10 contribution. While the contributions are still unposted, you can easily make this change on the Modify Unposted Contributions screen. However, once they have been posted, it would require that you reverse the original contribution, then enter a new contribution for the correct amount.

Prior to Version 11, to reverse a contribution, you would go to Contributions > Enter Contributions and re-enter the original contribution with a negative dollar amount. All fields aside from the amount would have to match exactly, otherwise, you risked the original and the reversal showing up on the person's Contribution Statement.

Version 11 added a Reverse button on the View Posted Contributions screen, which would automatically create the negative entry for you to exactly match the original.

Now in Version 12.2, the Reverse button has been changed to Reverse/Correct. The reversing entry is still created for you automatically, but also, you are taken to a screen with the correcting entry already in progress. All you have to do is change the field(s) that were the problem. In the example above, this would be the amount. Change the $100 amount to $10 and click Save.

This combined with the addition of the Maintain Donors screen in Version 12.2, which also shows unposted transactions, has made the process of correcting data entry errors in Contributions quicker and easier than ever, while still maintaining the integrity of uneditable audit trail that is the foundation PowerChurch is built upon.