Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

A batch that has been flagged for review is still considered open (although the status is 'Review') and the postings can be edited or deleted.

1. Navigate to the Development tab.
   • If this batch has been flagged for review, after selecting Open, you must update the Status field in the Filter Panel to 'Review' and click the Filter Panel search button for the record to display.
     
     
2. To bring up the posting, locate the batch then click the Postings button.
   
3. Find the contribution on the batch postings page by scrolling through the records, then click the pencil icon to the left of the entry to edit the record (see image below).
    
4. The edited entry's donor, amount, check number, and memo posting information will display in the data entry fields. Click into each field you would like to update and enter the correct information.
   
5. Click the Save button to the right of the entry.
   
6. Note: If the amount is changed for one posting in a review batch, the batch may no longer be in balance. At that point, either another posting amount must also be changed or the batch detail record must be updated so the batch will balance.

Updated February 20, 2025 15:29