DM Batches - Postings: How to change the fund when posting a contribution or a pledge

How to change the fund when posting a contribution or a pledge

  1. If the wrong fund was selected when creating the batch and most or all postings will be to the other fund, the most efficient way to correct the fund is to go back to the batch screen and select the correct fund.
  2. If the settings option is marked to allow multiple funds per batch, simply select the correct fund from the Fund dropdown.
    Default_Fund_Select_new.png
  3. If the option is not marked to allow multiple funds and some postings are for one fund and some for another, you must create a new batch for any postings that do not belong to the fund selected for this batch.
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  • How can I change the fund on multiple contributions at the same time?

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