Editing and Reversing Gifts
- 11 Sep 2024
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Editing and Reversing Gifts
- Updated 11 Sep 2024
- 1 minute read
- Print
- DarkLight
- PDF
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There are three methods for modifying and reversing gifts:
Edit the gift
Reversing the gift
Edit the gift with a reversal
Gifts can be accessed on the donor’s Giving tab.
Selecting the gift from the list opens a View Gift popup with the options provided at the bottom.
Editing a Gift
Editing a gift changes the details of a gift, effectively overriding the existing gift data, and the gift data is immediately updated. Note that any user who is permitted to modify a gift can change any of the details.
Reversing a Gift
Reversing a gift creates a new gift with a negative gift amount, essentially “canceling out” the original gift. When a gift is reversed, it no longer appears in the list of gifts on the Giving tab. However, the original gift and the reversal can be seen in queries, appearing as two separate gifts with offsetting amounts.
When reversing a gift, Slate prompts the user to confirm the reversal.
Editing a Gift with a Reversal
Performing an Edit with Reversal combines the features of both editing and reversing a gift. Slate saves a duplicate of the original gift with the desired changes, and as with a full reversal, Slate also creates an offsetting gift entry that negates the original gift.
Since editing a gift with a reversal essentially creates a new gift entry, the edited gift (with changed values) will appear in the gifts listed on the donor’s Giving tab.
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