DMO Batches - Postings: How to change the tax-deductible status of a single contribution when adding postings to a batch

How to change the tax-deductible status of a single contribution when adding postings to a batch

When you are entering postings in a batch, there may be a special circumstance under which the tax-deductible status of a single entry must be changed. This process to change the tax-deductible status is the same if you are adding new postings or editing a posting in a currently open batch. 

  • Simply enter the information as usual. Then, click the Change this Entry button and update the tax-deductible status.
  • If you have already completed the entry and need to go back to this record, simply click the edit button to the left of the record. This will display the record as shown below, then follow the same method by clicking the Change this Entry button.
    change_this_entry_for_tax_deductble.png

Once the batch has been closed, you may still update the tax-deductible status of the record. You simply do this by editing the contribution.

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