Contribution applied to incorrect constituent

You have to do an adjustment to delete the gift from the wrong record and then reenter to the correct one.  So do a negative payment to the first and use the Adjust key to apply it to the gift.  That takes it away from the wrong record.  Then start again with the correct record.

_______________

Julie P. Hamre

Strathmore Hall Foundation, Inc.

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

301.581.5136; fax 301.581.5201

www.strathmore.org

Support what you love. Strathmore Stars enjoy

10% off Strathmore performance tickets, advance

ticket purchase, discounts in the Shops at

Strathmore and in Tea Room, and access to special events.

What are the steps to move a contribution from one constituent to another after it has been batched? Is it possible? For example, a contribution was applied to x and y, but should have been applied to x's and y's family foundation.

Thanks,
Michelle

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You have to do an adjustment to delete the gift from the wrong record and then reenter to the correct one.  So do a negative payment to the first and use the Adjust key to apply it to the gift.  That takes it away from the wrong record.  Then start again with the correct record.

_______________

Julie P. Hamre

Strathmore Hall Foundation, Inc.

5301 Tuckerman Lane

North Bethesda, MD  20852-3385

301.581.5136; fax 301.581.5201

www.strathmore.org

Support what you love. Strathmore Stars enjoy

10% off Strathmore performance tickets, advance

ticket purchase, discounts in the Shops at

Strathmore and in Tea Room, and access to special events.

What are the steps to move a contribution from one constituent to another after it has been batched? Is it possible? For example, a contribution was applied to x and y, but should have been applied to x's and y's family foundation.

Thanks,
Michelle

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!