Use a correction batch when contributions in a closed batch were posted to the wrong Donor. A correction batch has two sets of entries for the selected contributions. Set One reverses the original entries. Set Two re-adds them with the correct donor. Create one correction batch for each correct donor: several postings that move to the same donor can share a batch.

For a walkthrough, watch the correction batch video tutorial.

To correct an amount or remove an entry instead, see Correct or remove a closed batch posting amount.

Correction batches are created from the Contributions page and apply only to contributions.

Tip: To remove an entire closed batch that was entered in error, an administrator can select Reverse Batch on the Batches page instead of creating a correction batch. For details, see NEW! Reverse Batch Button.

Important: If the batch also created initial pledge records through the Pledges tab, you must manage those pledge records individually. If a fund requires pledges, make sure the correct donor has a pledge before you create a correction batch that uses that donor and fund.

A payment against a pledge that is reversed in a correction batch is unapplied from that pledge. The correction batch does not add or remove initial pledge records.

Create a Donor Correction Batch

1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
2. Select Contributions.
3. In the filter panel, enter criteria that find the contributions to correct. To find the contributions in one batch, choose the batch in Batch or enter its ID in BatchID. To move a group of contributions from one donor, search by the original donor's Envelope Number or Contribution family. For more on filtering, see the filter panel article.
4. Select Search.
5. Select the checkbox beside each contribution to correct. To select every contribution on the page, select the checkbox in the header row.
6. Select Create Correction Batch in the toolbar at the upper right of the Contributions page.
7. On the Create Correction Batch page, under Edit Values, select Donor.
8. In Correction Batch Name, enter a name for the batch.
   • To correct an existing batch, use the original batch name followed by "Correction" or "CB".
   • Otherwise, use any memorable name that describes the correction.
9. In Donor Lookup Type, choose Family or Member.
10. In Donor Lookup, search for and select the correct donor.
11. In Reason, enter the reason for the correction. This field is required.
12. Select Save.
13. When asked to confirm that you want to create the correction batch, select Yes. The batch is created, flagged for review, and the Batch Details page opens.
14. Select Postings in the upper-right corner. The negative amount is applied to the wrong donor (Abler Family in this example), and the positive amount is applied to the correct donor (Adams Family).

Review and Close the Correction Batch

Closing the batch is required for the changes to show on reports.

1. Follow the steps to review a batch.
2. When the batch is accurate, follow the steps to close a batch.

Download the Batch Postings List

After the correction batch is closed, you can keep a copy of its postings for your records.

1. On the Batches page, find the closed correction batch.
2. Select Export Batch Postings to the left of the batch.
3. Choose PDF or Excel.

Updated November 13, 2026 04:39