This article describes how to make corrections when they do not impact General Ledger.
Step-by-Step – Correct Assigned Donor One Donation at a Time
- Go to Stewardship > Donations.
- Open the desired Donation record.
- Click Edit.
- Click the button to the right of the current Donor assigned to the Donation.
- Search for and choose the correct Donor.
- Click Save.
Step-by-Step – Correct Assigned Donor to Multiple Donations using Assign Tool
- Go to Stewardship > Donations.
- Clear any previous selections.
- Search for the desired Donations.
- Select all Donations that need to be transferred.
- Click Assign.
- In the Donor field, indicate the correct Donor.
- Click OK and confirm assignment.
Correcting a Standard Statement
You may need to correct an archived statement, which may or may not require unarchiving it. For more information and steps, see the section titled "Correcting a Statement" on Standard Statements > Archiving.
Related Processes
A similar approach can be taken on the Donations record for:
- Changing the Donation Type.
- Changing the Donation Date (assuming no accounting consequence).
- Changing the Donation Item number.
A similar approach can be taken on the Donation Distribution record for:
- Distributing a Donation to a Pledge.
- Distributing a Donation to a target Event (project).
- Assigning Soft Credit to a Donor who was instrumental in causing a Donation to be given to the church by another Donor.