Donation Catagory Improperly Entered

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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Donation Catagory Improperly Entered

Postby papapros » Wed Nov 18, 2015 5:39 am

The missionary support of a ward family for their missionary was improperly placed in "General Missionary" fund rather than "Ward Missionary" fund. How do I credit this donation to the Elder for whom it was intended? The donation slip seems to have been properly filled out, it was a clerical error in February 2015. And I'm very new at this. Thanks.

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Location: Cumming, GA, USA

Re: Donation Catagory Improperly Entered

Postby eblood66 » Wed Nov 18, 2015 6:19 am

Find the correct donation batch (using View/Update Donations from the menu) and then find the correct donation. Simply edit the slip to remove the incorrect category and add the correct category. The click the Close button. It will prompt you for a reason for the change and then offer to print the batch report. Print the new batch report and put it in with the other documentation for the batch.

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