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How to Edit Contribution Records

Edit Contribution Records

  1. Go to ProgramContributionsContribution Records.

    Navigation path to Contribution Records.

  2. Set up a find to search for the record you need or click All in the left sidebar. Select the record and click Change from the left sidebar.

    Contribution Record window with Add and Change highlighted in the left sidebar.

  3. Make any change that you need and click Save in the upper left sidebar.

    Contribution records window with Save highlighted in the left sidebar.

Edit Contribution Batches

  1. Go to ProgramContribution RecordsBatch Contribution Entry.

    Navigation path to Batch Contribution Entry

  2. To edit the Batch Contribution Setup, for example, the Batch Code, Deposit Date, Contribution Date, Asset, or Amount, click Modify Batches to make the necessary changes.

    Batch Contribution Entry window with the Modify Batches button highlighted at the bottom.
    Batch Contribution Setup with Batch Code, Deposit Date, Contribution Date, Default Event, Asset, Amount, Control Method, and Giving Fund fields highlighted.

  3. Click Save.

    Batch Contribution Setup window with Save clickable.

  4. After clicking Save, the Batch Contribution Entry window will be open. To edit entries within a contribution batch, click one of the donations displayed in the top left-hand side of the window. Click Change to make the edit, and click Save.

    Batch Contribution Entry window with Change and Save highlighted.
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