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Fix Scanned Checks with the Wrong Donor

If a check was originally scanned and associated to the wrong family member who lived at the same address, all checks subsequently scanned having the same account and routing number are automatically associated to the same family member. For example, checks should have gone to the father but are going to the son. In this scenario, it's important to remember that the Donor Account record is different than Donor record.

To remedy this, you can change the Donor record. These steps follow our example of the father and son.

  1. In the navigation menu, click Contributions > Donor Accounts.
  2. Locate the Donor Account record that belongs to the son's Donor record.
  3. Change the Donor from the son's Donor record to the father's Donor record.
    Note: If this results in a duplicate Donor Account record for the father, a MinistryPlatform routine combines it within the next few days.

These duplicate Donor Account records only merge if they're assigned to the same Donor record, have the same account number, and have the same routing number.