PSFS Offering - Posting: How to post contributions to the prior year

How to post contributions to the prior year

Note: you may find the following article helpful for editing/updating the batch date opened to a prior year:   How to edit a 'date opened' for open or committed batches

To post contributions to yyyy-1 where yyyy is the current year:
Go to Offering → Posting → Detailed Posting

  1. Under the words Posting Date, click the calendar. Select your desired year (using the double arrows), and month (using single arrows).
  2. Click the date. The contribution posted from this page will be posted to this selected date.
  3. Select any dates from yyyy-1 that fall between the fund start and end dates. If these fund dates need to be updated, see How to edit a fund's details.

 


Related Articles

How to void a posted contribution

Posting a contribution to an individual not in Family Directory

Posting contributions to an individual member

 

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