How do I correct an offering mistake?


Correcting a mistake or editing an offering batch starts by going into the 'Offerings' section of 360 Members. Make sure you have the page filtered using the 'Offerings' filter (in the upper right corner).

From here, click on the date in the top left corner of the window, and set your Date Range for the day that you need to correct. You can do this by filling in the date in both the beginning and ending parts of the date range.

Now, find the offering batch below that you want to work on, and click on the day of the offering under the Date column header. This will take you back into your offering batch in 'Edit' mode.

You can click on any of the offerings, and make any changes you need to for that particular offering, including who is giving the offering, how much they gave, how they gave, the check number or what fund they gave to. 

To edit the date of the batch, click Edit next to the Date and Amount header of the page.

When you are finished making changes, simply navigate away from the page, and your changes will be saved.

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