How to Fix Posting Errors in a Closed Batch
Sometimes, you may discover posting errors in a batch after the batch is closed. Use the following procedure to correct those errors.
These instructions show you how to fix posting errors in a batch whose status is set to Closed. If you need to fix errors in a batch whose status is currently set to Open
or Review, go to How to Fix Posting Errors in a Batch.
Important
You cannot fix a posting error for a contribution amount in a closed batch. If you need to change a contribution amount, go to How to Correct a Posting Error for a Contribution in a Closed Batch.
- In the Navigation Bar, select Contributions to open the Contributions page.
- Using the search or filter feature, find the contributions in the batch requiring correction.
- Select the contribution records you want to edit. Then, click this button in the toolbar:
Create Correction Batch. - Do the following:
- The system creates the correction batch with a name and today’s date. If desired, change the name of the batch and the date.
- In the Edit Values panel on the right, select the checkbox next to each field in the selected contribution records that you want to change. For example, if you want to change the date and contribution amount, select the
Contribution Date and Donor checkboxes.
The selected fields are now activated, allowing you to make the desired changes. - In the left panel, enter the desired information into the activated fields. For example, if you are correcting the contribution date and donor, the new date into the Contribution Date field and use the Lookup to find and select the right donor.
- Click
to save the changes.
The system adds the correction batch to the list on the Batches page, and sets its status to Review. You can review and close the batch when desired.
Related Topics
How to Correct a Posting Error for a Contribution in a Closed Batch
How to Fix Posting Errors in a Batch