This article will describe how to create a correction batch to update the contribution date.

One of the most consistent uses of this option is to change the date from December 31, yyyy where yyyy was posted errantly in the new year and needs to be changed to the prior year.

Note: Correction batches are created from the Contributions page and never from the Batches page. They may consist of contributions that have been entered through a batch or through the contributions page.

How to create a correction batch to update the contribution date of a transaction in a closed batch posting

Follow this process when you have a closed batch and you find a group of contributions (or even one) has the wrong Contribution Date. This will create a batch that has two sets of entries for the selected contributions.

Set One will reverse the "original" selected entries.

Set Two will re-add the entries, but with the updated contribution date as noted.

1. On the Contributions page, search for the contributions needing corrections using the side filter panel.
   • If you want to correct a whole batch or several transactions that are in a particular batch, search the batch description in the filter panel to pull up the transactions in that batch.
     
   • Use the date range in the filter panel on the right to display the records that were posted in any selected date range. 
     
     
2. Mark the contributions and click the Create Correction Batch button in the toolbar (upper-right).
   
   • Each contribution in the correction batch will be assigned the same value in the category or categories you plan to change. 
3. Under Edit Values select Contribution Date:                                
4. Name the correction batch. See the following suggestions:
   • If your correction batch is basically a correction of an existing batch, name the correction batch exactly the same as the original with the word 'Correction' or the letters 'CB' at the end.
   • Any name that describes the correction batch that is memorable. 
5. Enter the correct Contribution Date. 
6. Enter text in the Reason field. This field is required:
7. Click Save. 
8. You will be prompted to make sure you still want to create this correction batch.
   
9. The batch will be created as soon as you answer yes. You will immediately be taken to the Batch Details page. The batch will automatically be flagged as a review batch. 
   
10. Click on the Postings button (top-right). You will see the negative amount being taken away from the wrong date 1/1/2021, and the positive amount going into the correct date, 12/31/2021:

     

You may now follow the instructions for How to review a batch and when you determine it is accurate, you may follow the instructions for How to close a batch. Closing the batch is required for the changes to show on reports.

Once you have closed the correction batch, you can download a Batch Postings List for your records to PDF of Excel:  

Updated September 10, 2024 12:59