CMS Contributions - Adjustment Entries in Contribution

Adjustment Entry

Make an Adjustment Entry for:

  • NSF checks
  • Contributions made to the wrong fund
  • An incorrect amount was posted to that contributors account
  • To move some contributions from one contributor to another

Contributions that have not been posted can be changed at any time. 

To change a posted contribution, create a new batch with the same date as the original contribution posting. You need to change only those contributions that were entered incorrectly. Correct the contributions as follows:

  • If no contribution was posted, enter the correct amount.
  • If the wrong amount was posted, enter an amount (negative to subtract, positive to add) which will correct the previous contribution.
  • If the wrong fund was posted, enter a negative amount to the wrong fund and a positive to the correct fund.
  • If a wrong person was posted, enter a negative amount to the wrong person and a positive amount to the correct person.



Once all of the corrections have been made, print the Batch Edit List to make sure it is correct and click Process | Post and post the corrected batch.

Summarize Contribution Detail Corrections

If you prefer that the contributor’s statement not print adjustment entries, you can run a Summarize Contribution Detailed Corrections to “net” negative contribution correction amounts.

From CMS for Windows Contribution click Process | Calculate Pledge Balances and click the Summarize Contribution Detailed Corrections check box to combine contribution amounts to the same fund, on the same date, by the same person.




Once all of the corrections have been made, print the Batch Edit List to make sure it is correct and click Process | Post and post the corrected batch.

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