View / Update a Partial Donation

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View / Update a Partial Donation

Postby zergbig » Sun Dec 21, 2014 5:37 pm

We have a situation where a donation was made for tithing, fast offerings, and ward mission all on the same donation. During tithing settlement the member who made the donation brought to our attention that only the tithing and fast offering should have gone under his membership record and that the mission contribution should have gone under his father's record, who is in another ward. We have been unable to find a way to go back into the batch to which the donation belongs and remove the mission contribution from our ward member's donation and create a new donation for it under his father's name. Furthermore, we are unable to adjust the Check and Cash summary on the right hand side of the Donation page; this would be necessary as the donation consisted of several separate checks and some cash. MLS will not allow us to modify the Check information and move it to a new donation under the father.

Has anyone done this before? Does anyone have any suggestions?

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Re: View / Update a Partial Donation

Postby aebrown » Sun Dec 21, 2014 9:21 pm

zergbig wrote:Has anyone done this before? Does anyone have any suggestions?

I haven't done this for a donation in a closed batch, but for a new donation, you would use the New Slip button to create a new slip for the father's donation. I would think that you could do that when you adjust an existing donation the same way.

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