DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...
Session 18: Corrections & Reversals

Objective

Discuss the reasons why a batch would need to be corrected or reversed and how those issues are handled.

Overview

In a perfect world, every donation processed would have all the required information at the time of the gift. In the real world, there are times when information is entered incorrectly or is missing at the time the donation is processed.

Reference Material

Fix Error Batches

Returning Donations

Unreceipted Donations

Unrefunded Designations

Unresolved Donors & Designations

Reversing / Correcting Batches

Concepts

There are many reasons why a batch would need to be corrected or reversed.

Donation information was entered incorrectly
The bank rejected a cheque
A donor or designation was not identified at the time of the original donation entry
A donation needs to be returned to a donor

Exercises

 



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