Editing and deleting unclaimed donations

From time to time, the need for corrections is inevitable, however much care is taken when recording donations.

There are two methods for finding records for amendment or deletion:

Main list on the ‘individual donations’ page

A list of recently recorded donations appears underneath the main form for recording individual donations.

Click ‘show all’ at the top of the list if the one to be worked on is not showing. Donations are listed in the order in which they were recorded.

Two links at the far left of each row enable editing and deleting. Click the appropriate one and amend or delete as necessary.

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Donor records (deleting only)

Retrieving records is often easier via this method, due to lists being much smaller.

Access the donor record required from ‘donors list’. A button marked ‘donation history’ appears towards the foot of the page. Select this and then choose whether to ‘show all’ donations made by that donor, or donations for a specific date range.

Delete any that are not required using the ‘delete’ link on the far left of each row.

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