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.
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.