Use a correction batch when contributions in a closed batch were posted to the wrong Fund and you know the correct fund. 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 fund.

Correction batches are created from the Contributions page.

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.

Note: If accounting integration is turned on, a correction batch does not currently correct your accounting entries when the batch total is $0. In any case, give the details to your bookkeeper so the accounting transactions are updated.

Create a Fund 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.
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 Fund.
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 Fund, select the correct fund.
10. In Reason, enter the reason for the correction. This field is required.
11. Select Save.
12. 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.
13. Select Postings in the upper-right corner. The negative amount comes out of the wrong fund (Christmas Flowers in this example), and the positive amount goes into the correct fund (Offertory).

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 04:36