Transfer Contributions

If a contribution was assigned to the wrong donor, you can transfer the contribution to the correct donor at any time. You can do this for posted and un-posted batches.

A single contribution

To transfer a contribution that has already been recorded in Roll Call, you will need to find that specific contribution. If you know the batch it was in, click on Search by Batch under the Contributions menu. Double click on the batch. Double click on the specific contribution. If you know the person that the contribution is under, select Search by Person under the Contributions menu. Double click on the appropriate person. Find the contribution on the left side and double click on it.

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.

Multiple contributions

A good example of having to transfer multiple contributions from one person to another, would be from a wife to the husband. Another example might be person with the same name. To transfer multiple donations at once, do the following:

1. Expand the People menu on the left.
2. Click on Search Profiles.
3. Find the person who currently has the contributions.
4. Double click on their record.
5. Click on Giving on the left side.
6. Change the view to Detail.
7. Highlight one or more contributions that need to be transferred.
8. Right mouse click and select Transfer.
9. Enter the last name of the correct donor.
10. Select the appropriate person.

Transfer to Dummy Record

If you need to delete a person from the database that has contributions, you will need to transfer their contributions to a “dummy” record first. To create a dummy record, do the following:

1. Expand the People menu.
2. Click Search Profiles.
3. Click the +Add in the lower left to add a “dummy” person.
4. Make sure the family position is other and the association is Inactive. Once you have a “dummy” person in our database, transfer the contributions from the person you’d like to delete to this “dummy” record. This will ensure the accuracy of your contribution data.
5. Expand the People menu on the left.
6. Click on Search Profiles.
7. Find the person who you’d like to delete.
8. Double click on their record.
9. Click Giving on the left side.
10. Change the view to Detail.
11. Right mouse click and select Select All.
12. Right mouse click again and select Transfer.
13. Enter the last name of the correct donor.
14. Select the appropriate person.