IO Contributions - Edit: How to edit a contribution that was not entered through a batch

How to edit a contribution that was not entered through a batch

Only those contributions entered outside of a batch in the contributions screen may be edited through this process.

To edit one contribution or several contributions is virtually the same process. To access the article that steps through a bulk-edit, see the article, How to bulk-edit a group of contributions.

  1. Go to the Contributions page.
    • Using the Navigator Bar, select Contributions.
      -or-
    • Using the  Contributions Card, select Year, or the correct option (Today, Week, Month) that includes the contribution dates of the record you want to edit.
      Nav_to_Contributions_with_each_option_selected_on_card.png
  2. Use the Filter Panel on the right to filter the records for the contribution you want to edit, making your selection and clicking the search action icon at the top of the filter panel:
    • Narrow down your search using a field or a combination of fields that the record you want to edit contains such as Fund, Contribution Date, Tax Deductible status, etc.
    • If you know the information, a quick way to narrow down the search is to enter the envelope number, contribution date, and fund. 
    • You may also search for the giver information using the search action icon in either the Contribution member or Family member field depending on how this contribution was recorded.
      select_by_fund_and_envelope_in_grid_view_for_batch_edit.png
  3. Select the contribution you would like to edit. Simply click the checkbox to the left of the record to select it.
    select_and_edit_card_view_contribution.png
  4. Once you have selected the contribution record you want to edit, click the edit action icon in the upper right corner of the screen as shown in the image above.
  5. The Contributions Multi-Edit screen will display even though you are only editing one contribution. Note the following:
    • an Edit Values panel displays on the right
    • a count of the number of contributions selected for change is shown at the top left
    • a reason is required and must be entered in order to save the record.
      Bulk-Edit_process_for_one_contribution.png
  6. Edit the record as follows:
      • Mark the field or fields you want to edit in the Edit Values panel.
      • Make the changes to the field or fields on the left side of the screen.
      • Add a reason for the edit. 
      • Click the save action icon on the upper right side of the screen.

 

 

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