Change the Donation Destination Fund*

Written by Dana Kinsey

Last published at: May 1st, 2019

If you entered a Donation that was paid via Check, you can change the Destination Fund.

  • From the Home page select Donations under the Non-profit column
  • Choose the Donation ID number
  • Select Change Fund from the left side of your screen
  • Choose the new Fund from the dropdown list
  • Click the Update button

All changes will be recorded in the Donation Log (located on the left side of the screen) - attributed to the employee who made the change with the date, time and the type of change that was made.

NOTE: Change Fund will not work if there is an Admin Fee Charged to the Donation. You will need to unpost, edit and repost instead. 

Change Fund will not work for cash donations, to change the Fund for a cash donation users will need to record a negative cash donation to reverse the entry. If you try to change the Fund for a cash donation you will get this message: