Change a Contribution's Rate or Total
If needed, you can change the rate or total for a family's contribution.
- On the Information tab, click .
- Locate the appropriate record.
- Click the button beside Funds Used, and select the fund.
- Click Show Rates if they're not already displayed. Click Change Rate/Total.
- Select whether to change the existing rate or the existing total.
- Enter the new value and enter the date when the new rate should take effect.
- Click Change/OK.
- At the top, click Save.
An activity of "System Rate Change" displays in the grid at the bottom.