Edit the Name and Date of a Batch of Physical Offerings Prior to Posting

This article provides steps to edit the name and date of an offering batch prior to posting.

The name and date of a batch of physical offerings can be edited prior to posting if the status can be viewed as Open. A batch that has already been posted is not able to be edited, however individual offerings are able to be edited even if already posted.

Here are the steps to edit a batch of physical offerings:

1. From Giving go to Offerings.
2. Locate the line item to be edited. (The status is viewed as Open if the batch has not been Posted.)
3. Click on the batch to open.

4. Click on the ellipses to view the drop down menu.
5. Click on Edit Offering.

6. Make the necessary edits. (The Offering Name and Offering Date can be edited.)
7. Click on Save to process.

Click  here for more information about physical offerings. 

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.


Was this article helpful?