Making Corrections
Explore correcting your donations, including bank corrections, GL corrections, non-GL corrections, NSF donations, and transferring donations.
You may need to make a correction to a donation. First, determine the appropriate approach.
General Ledger Impact
When you need to make a correction to a donation, it is important to determine if that correction has an impact to the General Ledger. If there is an impact, it is important to make a new Donation record that is part of a new batch and a new deposit. Learn how to resolve many common scenarios:
Example: A donor reviewed his statement and indicated that three gifts of $100 each were credited to the wrong ministry program. The donor requests that the donations be corrected. Since each program credits a different income account on the church's General Ledger, there is General Ledger impact to this change. However, there is no impact to the church bank account. Therefore a $0 Donation record is entered with a $300 distribution to the correct program and a negative $300 distribution to the incorrect program. This donation is added to a deposit and exported to the accounting system.
No General Ledger Impact
Certain corrections to donations have no impact on the General Ledger. These corrections do not affect the church bank account or the income accounts credited by the original donation. There are dozens of situations where you need to make a minor change that has no General Ledger impact. Learn how to resolve many common scenarios here.
Example: An error was made such that ten Donations were credited to John Smith, Jr. that should have gone to John Smith, Sr. A member of the donation team with rights to edit data on the Donations page can easily re-assign those ten Donation records. That same individual can re-assign the Donor Account record (checking and routing number) associated with John Smith, Jr. that has been causing donations to automatically be assigned to "Jr." that should have gone to "Sr.".