Update the Contribution Date or Fund in an Open Batch Posting

When posting contributions to a batch, the postings will assume the fund and the posting date entered on the Batch Details page. If one particular entry has a different fund or date from the rest, you can change either by selecting the pencil edit icon.png button.

  1. To modify the posting you want to change, locate the batch
  2. Click the Postings button.
    Batch page postings screen.png
  3. From the Postings page, select pencil edit icon.png next to the contribution that needs to be updated.
  4. The system will populate the contribution details above the list of postings.
  5. Select the Change This Entry button.
    change this entry screen.png
  6. Update the posting date and/or the fund for the selected entry.
    • If the fund is not available to select from the dropdown, check the fund dates.
  7. Click Confirm in the Batch Contributions Details window.
  8. Click Save button to the right of the entry.
    Update entry confirmation screen.png

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