Encoded tithing wrong person

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pgm44
Member
Posts: 86
Joined: Sat Jul 16, 2011 6:19 am
Location: Philippines, Cagayan de Oro city, Northern Mindanao

Encoded tithing wrong person

Postby pgm44 » Sat Jan 02, 2016 8:01 pm

We discovered that a tithing was encoded to the wrong person.
Can I still change a donation from one member to another member with almost the same name. And if so, how to do that?

Thanks in advance and a happy new year

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aebrown
Community Administrator
Posts: 14685
Joined: Tue Nov 27, 2007 8:48 pm
Location: Sandy, Utah

Re: Encoded tithing wrong person

Postby aebrown » Sat Jan 02, 2016 8:09 pm

pgm44 wrote:We discovered that a tithing was encoded to the wrong person.
Can I still change a donation from one member to another member with almost the same name. And if so, how to do that?

Open the donation batch (View/Edit Donations), then find the donation (click on the donor's name). Then you can change the donor name or categories as needed. You'll need to provide a reason as you save your changes.

Make sure you print out the updated batch report and file it with that week's paperwork for audit purposes.

Also, since this was probably in 2015, make sure that both the wrong person and the right person know that their donation totals have changed, so that they don't make any assumptions about their year-end totals for tax or other purposes.

pgm44
Member
Posts: 86
Joined: Sat Jul 16, 2011 6:19 am
Location: Philippines, Cagayan de Oro city, Northern Mindanao

Re: Encoded tithing wrong person

Postby pgm44 » Sat Jan 02, 2016 11:36 pm

Thank you.


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