Once an offering batch has been entered, users can reopen the batch to make edits or additions as needed.
To reopen and edit an offering batch,
1. Go into Offerings from the Navigation bar.
2. Using either the date range under the Offerings title or by selecting parts of the bar graph, choose a date range that includes the batch in question.
3. Make sure the view is showing the detailed Offerings, not just summaries by using the first drop-down menu to the right of the screen.
4. Hover over some of the offerings in the batch you want to edit. They will be highlighted in a faded orange color to signify all of the offerings within the batch. Click somewhere in the blank area to the left to reopen the batch for editing.
5. Make any edits as needed. Users can add additional offerings, or edit or delete existing entries.
- To edit an offering, click the row and make adjustments as needed. Click "Save" to save those changes.
- To edit the date or event for an offering batch, click the "Edit" button at the top of the offering batch.
- To delete a single offering from a batch, click the minus sign to the far right of the row and click "Delete".
- To delete the entire batch, scroll down to the bottom of the page and click "Delete this batch".
Note: Offerings imported from Vanco cannot be edited and must be changed on the Vanco side.
Note: Offering batches can only be posted to Ledger once. Any changes to the offering batch after posting will need to be done to its corresponding deposit in Ledger.