Copy/Reverse Donation Tool
Learn more about the Copy/Reverse Donation tool, including instructions to copy or reverse a donation using the tool.
With the Copy/Reverse Donation tool, you can copy donations to a new batch, which you can then finalize and deposit, or reverse donations due to non-sufficient funds or a correction.
- The tool is available on the Donations page and you can launch it from a selection of records or an open record.
- The tool displays the total number of donations, the total amount of the donations, and the subtotals associated with each program.
- Using the Copy/Reverse Donation tool, you can:
- Set the donation date. (It defaults to the current date.)
- Select whether to reverse the donations.
- Set the batch name. (It defaults to "[Date] Reversal".)
- Select whether to create a batch.
- Select whether to finalize and deposit the batch.
- If you select Create Batch, all the reversed donations go into that batch with the following properties:
- The batch type set to Corrections/NSF.
- The batch total equal to the total amount of the selected donations (this may be negative).
- The finalized date not set.
- If you select Finalize And Deposit, the following will occur:
- The tool sets the batch's finalized date.
- The deposit name sets to the same as the batch, the account number sets to zero, and the Exported field sets to No.
- The deposit contains all the batches in the selection.
Copy and/or Reverse a Donation
- In the navigation menu, click .
- Open the donation, or select donations.
- Click Tools, then click Copy/Reverse Donation.
- Review the summary information to be sure you selected the correct donations.
- In the Donation Date field, set the date. It defaults to the current date, but you can click the calendar icon or enter the date to change it.
- In the Reverse Amounts field, select whether to reverse the donation amounts.
- In the Batch Name field, enter a name for the batch. It defaults to "[Date] Reversal", but you can change it.
- Use the Create Batch toggle to select whether to create a batch for the reversed donations.
- Use the Finalize And Deposit toggle to select whether to finalize and deposit the batch.
- Click Copy Donations.
- Close the tool.
The donation(s) are copied and, if selected, reversed. If you created a new batch, the reversed donations are put into a batch. If you finalized and deposited the batch, it's marked with a finalized date, a deposit is created, and all batches are in that deposit.