Hi all,
My development office was asking if it is possible to change a donation that was imported during our conversion. Our conversion happened in April of last year and this donation was processed on our previous ticketing system in January. It was imported into Tessi during the original conversion. Come to find out, the donation was originally purchased for the the wrong fund. Or at least part of it was. I have researched it and it looks like because it was part of the conversion and it is really "historical" data we can't change anything on it. However, if anyone knows of a way to change this I will take any suggestions.
Thanks,
Sally
Our system didn't prevent me from starting the adjustment an imported one, so I don't see why not. You should use whatever payment method you imported the contribution on to adjust it. I would keep it in a separate posting and explain to finance what you did. You may have to re-activate a fund or campaign to move the part that was in the wrong place and make a new contribution.If not I would guess you could edit it in the SQL database. We had a an odd one like this from 15+ years ago we had to edit and change the fund on. It's not the best solution but it would work.
If the in application way doesn't work, feel free to email me and I can guide you through the SQL update process.
Ann
Thank you so much. I was wondering about the MOP but was not sure. I will try that next. If it doesn't work I will contact you for the SQL process.