In some cases, you may need to add or even remove a donation from an existing batch.
To add a transaction to an existing batch, follow these steps.
- Go to the batches tab in the Finances module
- Scroll to the batch you want to add a transaction to
- click the Edit icon to that batch
- click the link for 'Add more to this deposit'
- Reenter the correct dates
- Select the transaction(s) to be added to the batch
- Save
To remove a transaction to an existing batch, follow these steps.
- Go to the batches tab in the Finances module
- Scroll to the batch you want to remove a transaction from
- Click the Edit icon to that batch. You will be presented with all transactions in this batch
- Click the checkbox to the transaction you want to remove so that it is now unchecked
- Save
Notes:
If a batch is locked, it cannot be edited until it is unlocked. Only an admin-level user can unlock a batch.