Summary: This guide explains how to edit external organizations for manual entries within a committed batch or from the Transactions tab. You will learn how to reassign donations to different external organizations, update pass-through statuses, and modify associated donors.
Before You Begin
- This workflow applies specifically to committed batches. Uncommitted batches can be edited freely without this process.
- An associated donor is currently required to save these changes (updates to remove this requirement are in progress).
Step-by-Step Instructions
Option 1: Editing from a Committed Batch
- Navigate to your Committed Batch and click on the specific entry you want to edit.
- Select a new External Org to change the entry from a standard donor to an organization, or to update an existing organization.
- Toggle the pass-through option to indicate if the donation is a pass-through (e.g., a Donor-Advised Fund) or not.
- Update the Associated Donor field as needed.
- Click Save.
- Select whether you want to notify the donor in the confirmation prompt.
Option 2: Editing from Transactions
- Navigate to the Transactions tab.
- Search for the specific donation record and click on the donation to open it.
- Click Edit.
- Update the External Org, pass-through status, and associated donor as necessary.
- Click Save Changes.
- Click View Batch to return to the check scanning view and verify your changes.
Troubleshooting & FAQs
- I cannot save my changes to the external organization: Ensure you have selected an Associated Donor. You are currently required to have an associated donor linked to the entry before you can save.
- Why can I edit some entries without doing this? If you are working in an uncommitted batch, you can edit entries freely. This specific workflow applies after a batch has been committed.