Basics

• The tool is available on the Donations page and can be launched from
  • A selection of records
  • An open record
• The tool displays
  • The total number of donations included in the selection
  • The total amount of the donations included in the selection
  • Subtotals associated with each Program included in the selection
• Using the Copy/Reverse Donation tool, the User can
  • Set the donation date. Note: The date will default to the current date.
  • Select whether to reverse the donations.
  • Set the Batch name. Note: The Batch name will default to "[DATE] Reversal." #easybutton
  • Select whether to create a Batch
  • Select whether to Finalize and Deposit the Batch
• If Create Batch is selected, all the reversed Donations will be put into a Batch
  • Batch Type: Corrections/NSF
  • Batch Total: The total amount of the selected Donations (possibly negative)
  • Finalized Date: Null
• If Finalize and Deposit is selected:
  • The Batch will be marked with a Finalized Date
  • A Deposit will be created
    • Deposit Name: Same as Batch
    • Account Number: 0
    • Exported: False
  • All Batches in the selection will be marked as in that Deposit

Initial Setup

The Copy/Reverse Donations tool is available on the Donations page for authenticated users with a Security Role permitting access to the tool.

Using the Copy/Reverse Donations Tool

1. Go to Stewardship > Donations.
2. Open a donation record or select the donations to reverse.
3. Click Tools > Copy/Reverse Donation.
4. Set the date. Note: The date field fills in the current date, but you can select another date using the calendar icon.
5. Select whether or not to reverse the donation amounts.
6. Enter Batch name.
7. Select whether to create a Batch.
8. Select whether to Finalize and Deposit the Batch.
9. Review the information on the right to ensure everything is correct.
10. Click Copy Donations.