Changing Donation Dates

Learn how to change a donation date depending on the batch status.

If the Batch Has NOT Been Posted #

You can edit the donation date directly:

1. Go to Giving > Gift Entry.
2. Find and select the batch containing the donation.
3. Under Batch Details, select Edit.
4. Change the Date Received field.
5. Save your changes.

If the Batch HAS Been Posted #

If the batch has been posted or receipts have been issued, you will need to create a correcting batch:

1. Go to Giving > Gift Entry.
2. Create a new batch.
3. Mark it as a Correcting Batch.
4. Enter a negative amount for the original incorrect entry.
5. Enter a positive amount with the correct date.
6. Post the correcting batch.
7. If receipts were already issued, cancel and re-issue them.

Important Notes About Correcting Batch Dates #

• If the original batch was already included in a report that has been processed, be careful about which date you use for the correcting batch.
• The correcting batch date may need to be in the current period rather than backdated, depending on your reporting needs.

Year-End Considerations #

• Donation dates determine which tax year the gift applies to.
• Extra care is needed when correcting dates that cross tax years.