When an entire batch was entered in error, you can remove it in one step. Reverse Batch on the Batches page creates an offsetting batch that reverses every contribution in a closed batch, so you don't need to build a correction batch and delete its entries one by one.

Before You Begin

1. You are a system, parish, or diocesan administrator.
2. The batch is Closed. An open batch or a batch in review can still be edited or deleted instead.
3. The batch is not already integrated with ParishSOFT Accounting.
4. The batch has not already been reversed.

Reverse a Closed Batch

1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
2. Select Batches.
3. In the filter panel, set Status to Closed.
4. Select Search.
5. Find the batch. To narrow the list, enter the batch name or ID in the Search box.

6. Select Reverse Batch to the left of the batch.

   

   

   Note: If Reverse Batch is grayed out right after you close a batch, refresh the page.

7. When asked to create the reversal batch, select Yes. The message shows the new batch's name and confirms that the original batch will not change.

8. Find the new batch, named with the original batch name followed by "- Reversal". It opens in Review status.

   

9. Select Close Batch to the left of the reversal batch.
10. When asked to confirm, select Yes. Closing the reversal batch is required for the reversal to show on reports.

What Happens When You Reverse a Batch

1. A new batch is created with the original batch name followed by "- Reversal", in Review status.

2. The new batch has a negative entry for every contribution in the original batch.

   

3. The new batch's Comments field reads "Reversal of Batch" followed by the original batch ID.
4. The original batch does not change, and its Reverse Batch button is no longer available.
5. Pledges in the original batch are not reversed: the pledge record stays. Any contribution that was applied to a pledge is reversed too, so the pledge balance goes back up by that amount.

When to Use a Correction Batch Instead

1. The batch is integrated with ParishSOFT Accounting: the batch can't be reversed, and a message explains why. Use a correction batch instead; see Reverse an entire closed batch (or a single posting).
2. You only need to reverse some postings: use a correction batch with the Memo field; see the same article.
3. You need to change a value, such as the donor, fund, or date: create a correction batch.

November 12, 2026 17:20