After a batch is closed, its postings can't be changed. To correct an incorrect amount or remove a posting entered in error, such as an NSF or a duplicate, add a reversing entry that matches the original exactly but with a negative amount. You can do this with a correction batch that uses the Memo field, in a new batch, or on 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.

For a walkthrough, watch the correction video tutorial.

Correct an Amount With a Correction Batch

A correction batch copies the selected contributions, so you don't have to re-enter them. Create it from the Contributions page.

A correction batch has two sets of entries for the selected contributions. Set One reverses the original entries with negative amounts. Set Two re-adds them with positive amounts and the updated memo. To correct the amounts, you leave every negative posting in place and change each positive posting to the correct amount.

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. You can also use the From and To dates to show postings from a date range.
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 Memo.
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 Memo, enter the reason for the correction, for example, "update incorrect amount."

   Note: The memo is the same for every corrected posting, so use one type of correction per batch. If you have both removals and amount changes, create a separate batch for each.

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.

Correct the Posting Amounts

1. Select Postings in the upper-right corner.
2. Leave every negative posting in place, whatever the difference between the original and correct amounts.
3. Select the edit button to the left of a posting with a positive amount. The posting's details fill in above the grid.
4. In Amount, enter the amount that was actually given. In this example, $50 is corrected to $25.
5. Select Save.
6. Repeat for each positive posting to correct.
7. Check that the batch is in balance.
   • If the batch is in balance, select Close Batch in the upper-right corner.
   • If Close Batch is grayed out, open the Batch Details page and change the amount (not the count) to the total difference between the original positive amounts and the new amounts. Enter a reason and select Save, then return to the Postings page.

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.

Correct a Wrong Amount in a New Batch

In this example, the first entry in a batch should have been $10, not $100. You reverse the $100 entry and add a new $10 entry. If you enter only the difference (-$90), both postings appear on the donor's statement.

Create a Reversing Batch

Give the new batch the same date and name as the original, with "Correction" at the end.

1. Open a new batch.

2. Set Contribution Count and Contribution Amount to the totals for the correction. In this example, a -$100 reversing entry and a $10 correct entry result in a total of -$90.00 and a count of two.

   Note: Use the same Default Family Lookup (Family or Member) as the original batch. If one batch posts by family and the other by member, the correcting entry does not wash out the original.

3. Add the postings:
   • To remove the original contribution, add a posting with the same date, donor, fund, and amount, but with a negative amount.
   • To add the correct amount, add a second posting that matches the first except for the correct amount.

4. Close the batch. The entries then appear on the Contributions page, where the original entry and the reversing entry offset each other.

   As long as the two entries match exactly, except for the minus sign, neither appears on the donor statement. This includes the Default Family Lookup choice.

Remove a Posting From the Donor's Record

Use this for a posting that was an NSF or a duplicate. Give the new batch the same date and name as the original, with "Removing NSF" or "Removing Duplicate" at the end.

1. Open a new batch.
2. Set Contribution Count and Contribution Amount to the totals of the entries being removed. For one -$100 entry, the amount is -$100.00 and the count is one. For several entries, add one removing entry for each original and use the matching count.
3. Add an entry that matches the original in every way (date, fund, check number, and so on), but with a negative amount.
   • When the two entries match exactly, except for the minus sign, neither appears on the donor statement.
4. Close the batch.

To remove postings with a correction batch instead of a new batch, see Reverse an entire closed batch (or a single posting).

Remove a Posting Outside a Batch

You can also add the reversing entry directly on the Contributions page if your settings allow it.

1. On the Contributions page, select Add in the toolbar. If you don't see Add, your settings don't allow this option, so use a batch as described above.
2. Enter a reversing entry that matches the original exactly: date, type, and every other field, with a negative amount.
   • When the entry reverses the original exactly, neither posting appears on the statement.
3. If the contribution needs to be added again for the right amount, add it on the Contributions page or in a batch, depending on your organization's process.

For details, see How to add contributions outside 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 12, 2026 17:32