Adjustment Tab (Gift History)

Adjustment Tab (Gift History)

The Adjustment tab allows you to correct posted Gifts that have errors. You have the option to either adjust the Gift or reverse the Gift (by clicking either the Adjust Gift or Reverse Gift button on this tab).

Adjusting a Gift creates two new unposted Gifts. The first Gift reverses the original Gift and the second Gift copies the original Gift so that you can make corrections to it before posting. Refer to Adjusting Gifts for more information.

Reversing a Gift creates a single reversing unposted Gift record. Refer to Reversing Gifts for more information.

Note: Regardless of whether you adjust or reverse a Gift, you must post the corrected Gift entries for the changes to take effect.

Note: You should not make Gift corrections directly in General Ledger. Always use the Gift Adjustment options in the Donor and Gift Management module.

Adjustment Tab