IO Batches - Contribution Postings: How to change the donor and/or the amount in a contribution posting of an open batch

How to change the donor and/or the amount in a contribution posting of an open batch

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 Batches page using one of the following methods:
    • From the Navigator Bar, select Batches.
      -or-
    • From the Batches Card, select Open.
      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.
      Batches.png
  2. To bring up the posting, locate the batch card then click the Postings button.
    Postings_button_on_batch_card.png
  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.
    Edit_Posting_Info_fills_in.png
  5. Click the Save button to the right of the entry.
    highlighted_fields_may_be_changed.png
  6. Note: If the amount is changed for one posting in a review batch, the batch will 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.

 

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  • We cannot access our Open Batch items to close.

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