Copy/Reverse Donation 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:
- Batch Type set to Corrections/NSF.
- Batch Total equal to the total amount of the selected donations (possibly negative).
- Finalized Date not set.
- If you select Finalize And Deposit, the following will occur:
- The batch has a Finalized Date.
- There is a deposit with Deposit Name set the same as the batch, the Account Number set to zero, and Exported set to No.
- All batches in the selection are in that deposit.
Copy and/or Reverse a Donation
- Go to .
- Open the donation or select donations.
- From the Tools menu, select Copy/Reverse Donation.
- Review the summary information to be sure you selected the correct donations.
- Set the date. It defaults to the current date, but you can click the calendar icon to change.
- Select whether to reverse the donation amounts.
- Enter a name for the batch. It defaults to "[Date] Reversal", but you can change it.
- Select whether to create a batch for the reversed donations.
- 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.