How to clone a batch
If you are unfortunate enough to have entered a batch of donations incorrectly, for example by assigning the wrong motivation code or G/L, you will need to reverse the entire batch and then re-enter the donations correctly. Reversing a donation, or a batch of donations results in a zero (0) balance for this gift but leaves a clear audit trail.
To clone a batch:
- Click Donation entry, as if you were going to set up a batch.
- Click Clone
- Select the batch you need to reverse. NOTE: If you are trying to clone a batch that can't be cloned, the Clone button will be greyed out.
- Click the Clone button.
- Leave the date, motivation code, Designation account, payment method, etc. exactly as it was when you entered the donations the first time. It is recommended that you add a short description to the end of the batch Description to mark this as a reversal batch.
- In the bottom, right-hand corner, click the drop-down next to Is this a Reversal Batch? and select "Yes" and then "OK."
This will create a copy of the original batch in which you made your error. The copied batch is pre-populated with all of the original donations except that all of the donations in the batch will now be the negative value. - Check the batch to ensure it is correct and that all of the donations in the batch should be reversed.
- To re-enter the donations correctly, go through steps 1-4.
- At step 5, adjust the defaults for the batch to correct your error.
- DO NOT mark the batch as a reversal batch (Step 6) as you did when reversing the batch.
- Check the batch, post it, and process the receipts (steps 7 & 8)
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