How do I edit Donations after it has posted?

We’ve heard your requests and have created a way for you to edit donation funds after they’ve been posted to the GL.  Here’s how:

  1. Go to Manage > Donations > Search Donations.

  1. Enter the criteria and select Find.
  2. Select View to open the Donation.
  3. Select Modify Donation(s).

  1. Update the Amount, Fund, Campaign, Appeal or Assigned To.

  1. and then select Actions > Save.


Open the donation, select “Edit” by the fund, and choose a new fund from the dropdown.



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