Important
Occasionally, after committing a batch you may need to update the details. You may also need to edit or delete individual contributions within the batch. This topic shows how to make these types of changes.
Changing the Details of a Committed Batch
Changing Contributions in a Committed Batch
Fixing an Error with a Contribution Entry
After you commit a quick-entry batch, you can no longer add new contributions to it using the Quick Entry posting process. The system removes the committed batch from the Quick Entry Posting page and puts it on the Batch Management page. On the Batch Management page, you are allowed to change the details for a committed batch. For example, you can change the batch description and the cash total amount. You can also remove a batch from your system.
After you commit a batch, the system permits you to edit or delete the individual contributions in it. You must perform these tasks on the Contribution List page, which lists the individual contributions.
Important
Keep in mind that changes to a batch are permission controlled, meaning you must have the appropriate permissions tied to your login credentials to make them. In addition, after you close a batch, you can no longer make changes to its details or its contents.
Batch details consist of information about the batch, such as the description, the name of the fund receiving the contributions, and the cash total amount. You can edit some but not all details. Follow these steps make changes:
Click 
to display the Batch
Management page.
In the Status dropdown list, select the Committed option.
The grid now lists committed batches only.
Click 
(Edit) next to the desired batch to open it.
You must have the appropriate
permissions to use the Edit button.
Click 
to put the batch in edit mode. Then, make the desired changes.
Click 
to update the batch with your changes.
You can delete a committed batch you no longer want or need. Here's how:
Click
to display the Batch
Management page.
Select the Committed option from the Status dropdown filter.
The grid now shows committed batches only.
Select the checkbox next
to the batches you want to delete. Then, click 
.
You are prompted to confirm the deletion.
Click 
.
The batches are removed from your system. They are no longer listed in the grid on the Batch Management page.
Individual contributions in committed batches are listed in the grid on the Contribution List page. The following sets of instructions show you how to add, remove, and edit contributions in a committed batch. The last set of instructions shows you how to fix a contribution that was posted in error.
Fixing an Error with a Contribution Entry
Caution
Be aware that any changes you make to contributions in a batch after the batch is committed can throw the batch out of balance. If that happens, the system forces you to fix the errors that are creating the out-of-balance situation before it lets you close the batch.
Occasionally, you may need to add a contribution to a committed batch.
Click 
.
Select the Detailed Posting option
to display the Detailed
Posting page.
In the Default Posting Data section, select the batch from the Batch dropdown list.
Details for the selected batch are displayed.
Add the contribution to the batch. If you need instructions, go to How to Post Contributions and Offerings by Batch.
Click 
to display the Contribution
List page.
To quickly locate contributions
in a specific batch, type the name of the batch in the Batch
header search field.
Locate the contribution
you want to delete. Select its checkbox, and then click 
.
You are prompted to confirm the deletion.
Click 
.
The system removes the contribution from the batch. The contribution no longer appears in the grid on the Contribution List page.
Click
to display the Contribution
List page.
To quickly locate contributions
in a specific batch, type the name of the batch in the Batch
header search field.
Locate the contribution
you want to edit. Select its checkbox, and then click 
.
The Edit Contribution Detail window opens.
Edit the desired details for the contribution. Be sure to type an explanation for your changes in the Reason field.
Click
to save your changes.
Suppose you discover that a contribution in a quick-entry batch is associated with the wrong giver. In this situation, you would do the following to fix the problem:
Find the contribution on the Contribution List page.
To quickly locate contributions
in a specific batch, type the name of the batch in the Batch
header search field.
Select the checkbox next
to the contribution that is associated with the wrong giver. Then,
click to delete
it.
Click .
Select the Detailed Posting option
to display the Detailed
Posting page.
In the Default Posting Data section, select the batch from the Batch dropdown list.
Details for the selected batch are displayed.
Add the contribution back into the batch, making sure to attribute the contribution to the right giver. If you need instructions for posting a contribution to a batch, go to How to Post Contributions and Offerings by Batch.
About the Batch Management Page
About the Contribution List Page
About the Detailed Contribution Posting Page
How to Post Contributions and Offerings by Batch