How do I move contributions from one person to another?
Follow these steps to move contributions from one person to another.
Step 1:
Open Contribution Manager and from the menu bar click Contribution | Move Posted Contributions
Step 2:
If needed enter your password to continue.
Step 3:
Type the name or envelope number of the person you want to move contributions from. Choose a Posted Date From and To date, choose either All Accounts or a specific account, click the [Find] button.
Note: The the name you enter shows a list of different people to choose from simply double click the name of the person you want to work with.
Step 4:
Click on the box to the left of the transactions to "tag" them or if you want to move all the contributions from one person to another click [Tag All]. Then click [Move Contribututions] .
Step 5:
Type the name of the person that you want to move the transactions to in the "Name Search" field. Then click [Select] or press enter on your keyboard.
Step 6:
A dialog will open to confirm that you want to move the tagged contribution to this person. If so click Yes I want to move the contribution] and then click [Confim] and the contributions will be moved.
Step 7:
You will get a message telling you how many records were moved.
