Corrections are not allowed to posted batches. If errors were made in the batch, you will need to reverse the batch, make the correction, then re-post the batch.
Reverse the Batch
When you reverse a batch, make sure to reverse any related journal entries in your accounting system. Then the status of the batch will change to un-posted. At this point you can make corrections to the batch.
To reverse the batch, do the following:
- Expand the Contributions menu.
- Click on Search by Batch.
- Highlight the batch that needs to be reversed.
- Click the REVERSE button.
You may also reverse from the batch window:
- Expand the Contributions menu.
- Click on Search by Batch.
- Double click the batch that needs to be reversed.
- Click the REVERSE button.
Correct the Contribution
Now that the batch is “un-posted”, you can make corrections to existing contributions or add contributions to the batch. To correct a contribution that has already been recorded in Roll Call, you will need to find that specific contribution. Click on Search by Batch under the Contributions menu. Double click on the batch. Double click on the specific contribution.
To change the total amount, date, or type, place your cursor in the field and make the correction. To change the fund it was designated to, use the drop down to the right of designation and choose the correct fund.
To change the donor, click on the TRANSFER button and enter the last name for the correct donor. Select the appropriate person from the list.
Click SAVE & CLOSE to save the changes to the contributions record and return to the Search screen.
Re-post the Batch
Once you have corrected the batch, you can re-post it.
- Expand the Contributions menu.
- Click on Search by Batch.
- Highlight one or more batches that need to be posted.
- Click on POST BATCH button in the lower right of the window.
- You will be presented with a list of reports to run, check the options you’d like to print.