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With this process, you can delete an entire batch of fund entries as well as the terms and rates associated with the batch. This is a quick way to remove a posting made in error.

For example, if two operators post the same financial entries, not knowing the other had done so, you can remove the duplicate batch. This process also deletes batches from the Check eGiving Status quick posting.

In the navigation pane, click Processes > Delete Batch.

 To delete a batch of fund entries

This process alters data. We recommend backing up your data before proceeding.

  1. Enter the batch number of the fund entries you want to remove.

    Note

    All financial entries associated with the batch number and terms/rates are deleted.

  2. To remove all entries posted within that batch, click Delete/OK.
  3. Confirm that you want to delete all entries in the batch.
  4. Print the information to keep for your records.
  5. Click Close.



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