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How to Edit Contribution Records

Edit Contribution Records

  1. Go to Program → Contributions → Contribution 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 Program → Contribution Records → Batch Contribution Entry.

    Navigation path to Batch Contribution Entry

  2. To Delete or Edit the entries within an entire contribution batch, click Modify Batches.

    Batch Contribution Entry window with the Modify Batches button highlighted at the bottom.

  3. Use the buttons at the top of the window to find the entries that you need. Then, click the red X to delete entries or make any edits that you need.

    Batch Contribution Setup window with the jump find buttons highlighted at the top and an arrow pointing to a red x .

  4. Save any changes.

    Batch Contribution Setup window.
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