Hello. Is it possible to backdate a new contribution to the prior fiscal year? The contribution was received in the prior FY, but did not make it into the system in time. I understand that when entering contributions, I should be able to change the contribution date by clicking on it, but my system will not let me change that field. Not sure if it's a settings/permissions issue on my part, or if there's something I'm missing. Thanks!
Hi Dana - You need Edit rights to "Const Conts Source and Date" in order to "change the date and source in the Contribution Details window opened from the Contributions tab of constituent records." That can be checked in the Tessitura Security application.
Thanks, Sara! I looked into those settings as well.