Non-GL Corrections
This article describes how to make corrections when they do not impact General Ledger.
Correct the Assigned Donor Per Donation
Follow these instructions to correct the assigned donor one donation at a time.
- In the navigation menu, click Contributions or .
- Open the Donation record.
- Click Edit.
- Click the button to the right of the current donor assigned to the donation.
- Search for and select the correct donor.
- Click Save.
Correct the Assigned Donor for Donations
Follow these instructions to correct the assigned donor to multiple donations.
- In the navigation menu, click Contributions or .
- Clear any previous selections.
- Search for and select all the donations that need to be transferred.
- Click Assign.
- In the Donor field, select 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 Archiving Standard Statements.
Correcting a Donation or Donation Distribution Record
On a Donations record, you can:
- Change the Donation Type.
- Change the Donation Date (assuming no accounting consequence).
- Change the Donation Item number.
On a Donation Distribution record, you can:
- Distribute a Donation to a Pledge.
- Distribute a Donation to a target Event (project).
- Assign Soft Credit to a Donor who was instrumental in causing a Donation to be given to the church by another Donor.