Summary: Learn how to edit external organizations assigned to transactions within committed check scanning batches. This update removes the need to escalate to support for these corrections, allowing you to easily update conduit types, change pass-through settings, or reassign donors directly from your dashboard.
Before You Begin
Location Matters: These edits can only be made within the Check Scanning area of Admin Batch Giving. You cannot make these specific external organization updates from your standard Transactions page.
Committed Batches: While you have always been able to edit uncommitted batches, this new feature specifically unlocks the ability to edit external organizations on batches that have already been committed.
Donor Association Requirement: An external organization must always have an associated donor. You cannot create or save an external organization entry without linking a donor profile to it.
Status Flexibility: You can successfully make these edits regardless of whether the check is currently in a "completed" or "error" status.
Step-by-Step Instructions
Navigate to a committed batch within the Check Scanning area of Admin Batch Giving.
Click on a specific check to open its details. You will see the currently assigned external organization and the associated donor.
Make your necessary adjustments. Within this view, you can perform several different updates:
Change the Organization: Re-associate the check to a completely different external organization.
Edit Pass-Through Settings: Check or uncheck the box to designate if it is a pass-through donation.
Update Conduit Type: Change the specific type of conduit/allocation, or remove it entirely.
Change the Donor: Update the specific donor associated with the external organization.
Remove the Organization: Remove the external organization completely by selecting "Donor," which reverts the entry to a standard individual donation.
Click the Save (or Update) button once your changes are complete.
Select whether or not you would like to notify the donor of this change when the system prompt appears. Your updates will then apply instantly.
Troubleshooting & FAQs
Can I edit an external organization donation from the main Transactions page? No. Currently, these specific external organization edits must be done from inside the Check Scanning area.
Can I save a transaction to an external organization without assigning a donor? No. Even with this new update, system rules require that every external organization entry must have an associated individual donor record attached to it.