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Undo a Deposit

Important: You should only do this if the deposit has not been exported. If the deposit has been exported and there is a GL impact, see GL Corrections.

If needed, you can correct batches that were incorrectly deposited together.

  1. In the navigation menu, click Contributions > Deposits.
  2. Open the Deposit record.
  3. On the Batches tab, select the batch(es) that need to be removed from the deposit.
  4. Click the two arrows, one stacked on top of each other, with the top arrow pointing right and the bottom arrow pointing left button to transfer the selection.
  5. Select the Batches page to transfer the selection to, and click Transfer.
  6. From the Actions menu, select Assign.
  7. Select the Deposit field, make sure the field is cleared out, then click Assign.

Gif showing the steps to move a batch out of a deposit

Your batches are now waiting to be deposited again. Deposit and process them as usual. Select the Empty Deposits view. You can delete the empty deposit.
Note: There should be no dependent records. If there are, double-check that you've removed all batches.