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Edit a Donation - Fields that are Editable for Unposted Donations

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Edit a Donation details the initial workflow to edit donations. The article also includes information for donation fields that cannot be edited (ID, Created) and for fields that have a different editing process for unposted and posted donations (Change Fund, Campaign).
Other donation fields have the same editing functionality for both unposted and posted donations, and more information on these fields can be found here.

The following article provides a description and editing instructions for donation fields that can be edited when the donation status is unposted:

  • Amount

  • Payment Method

  • Payment Data

  • Donation Adminfee 

Amount
  1. Select Edit.
    donation1.png

  2. Edit the total donation Amount, and click Update.donation2.png

donation3.png

Posted Donation:

You cannot change the total Amount for donations that have been posted. Unpost the donation and make the necessary edits.

Payment Method
How the donation was paid (Cash, Check, In-Kind Donation, Other, Payment, Public Security, Stock, Stripe).
  1. Click Edit.
    donation1.png

  2. Select a new Payment Method.
    donation4.png

    • Cash
    • Check
    • In-Kind Donation
      • Click the drop-down menus to select an Inkind Revenue Account, and an Inkind Expense/Asset Account.
    • Other Payment
    • Public Security
      • Click the drop-down menu and select a Stock Deposit Account.
    • Stock
      • Click the drop-down menu and select a Stock Deposit Account.
    • Stripe

3. Click Update.

If you selected Public Securities as your payment method: 
  1. Click Show Securities.
    donation5.png
  2. Click Edit.
    donation6.png
  3. For each line item, enter the stock Symbol, the Quantity of stocks, and a Description of the stocks.
    • If you use a valid stock Symbol, CommunitySuite will automatically calculate the High, Low, and Average values for that day. The High, Low, and Average values are obtainined from https://www.alphavantage.co/. Unit cost is initially set to the Average. You can override the Unit Cost by typing in your own value.
      donation7.png
  4. Click Save.donation8.png

Posted Donation:

You cannot change the Payment Method for posted donations. Unpost the donation and make the necessary edits.

Payment Data
This field shows which account Stock and Public Security donations will deposit in. You can change the Stock Deposit Account by editing the donation Payment Method.
This field will be blank for Cash, Check, In-Kind, Other Payment, and Stripe donations.
donation9.png
 
Donation Adminfee

Click Change to Exclude or Charge an admin fee on the donation.

donation10.png

Posted Donation:

The Donation Adminfee cannot be edited for posted donations. Unpost the donation and make the necessary edits. 

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