How to post contributions to the prior year when using the Detailed Posting option
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
- Under the words Posting Date, click the calendar. Select your desired year (using the double arrows), and month (using single arrows).
- Click the date. The contribution posted from this page will be posted to this selected date.
- 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.