PSFS Offering - Batches: How to edit batch details such as the Cash Total

How to edit batch details such as the Cash Total 

Offering_Batches.png

The details of a batch (name, total, and fund) can be changed if the batch is Open, Committed, or Quick Entry, and you have the Access Rights to make changes in the Offering Module.

  1. Go to Offering → Batches; click the Edit Batch icon next to the Batch you wish to change.
    Edit_Batch.png
  1. Click the "Edit" button.
    Edit_Batch.png

  1. Make the desired changes and give a reason* for auditing at the bottom of the window.  Then click "Save". You may change any field that is not grayed out including the Cash Total.
    edit_Batch_make_comment.png
  1. Click "Close" and you're done. Warning: Do not select the Close Batch button on the left. While the Close button on the right closes the edit for this header information, it leaves the Batch open. Do not close the batch until you are ready to do so.
    Close_Edit_but_not_Close_batch.png

 


Related Articles

About the batch management page

How to correct a transaction in an open batch or no batch

How to create a batch for contributions or pledge payments

How To delete a batch

How to find a batch that isn't showing

How to make changes and corrections to a committed batch

How to view all of the contributions in a batch

How to edit cash total of a batch

 

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