Delete Contributions from an Open Batch

A batch flagged for review is still open, so its postings can be edited or deleted. Only contributions in an open batch can be deleted.

 

Delete a Contribution From an Open Batch

  1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
  2. Select Batches.
  3. In the filter panel, set Status to Open, or to Review if the batch is flagged for review.
  4. Select Search.
  5. Find the batch, then select View Postings.
  6. Find the posting to remove, for example, one with the wrong donor or a duplicate under another envelope number.
  7. Select the delete button to the right of the posting. If you don't see it, close the filter panel.
  8. Confirm that you want to delete the posting.

Note: To remove contributions from a closed batch, create a correction batch (see Reverse an entire closed batch (or a single posting) using the memo field). If the whole closed batch was entered in error, an administrator can use Reverse Batch; see NEW! Reverse Batch Button.

Updated

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request

If you have an issue that requires help or feedback, please Contact Support.