Step by Step

Correcting Donations

Introduction

When a donation is made to a ward, the Tithing and Other Offerings form (donation slip) is used to identify the specific donation categories. Sometimes an amount is entered into the wrong category (such as entering a fast offering donation as tithing), or the wrong donor name is selected.

LCR Procedures

When a mistake is found, use LCR to make a donation adjustment by following these steps:

Correcting Donor Name

  1. In LCR, click Finance, and then click Participants. From the Participant List, click on the name of the donor whose donation needs to be adjusted.
  2. From Participant Information for that donor, click the Donations tab.
  3. From the Date column, click on the date of the donation to be adjusted.
  4. From Donation Detail for that date, click the Adjust Donation button (directly above the donor’s name).
  5. To correct the donor name, click the Change Donor button.
  6. From Add Donor window, select the Donor type (In Unit Donor, Out of Unit Donor, or Existing Payee/Recipient), and select or type the Donor’s name.
  7. If the correct donor is not listed in any of the options above, add a new donor by clicking the Add New Donor link.
  8. Click Add Donor.
  9. Click Save Changes.

Correcting Donation Category or Amount

  1. In LCR, click Finance, and then click Participants. From the Participant List, click on the name of the donor whose donation needs to be adjusted.
  2. From Participant Information for that donor, click the Donations tab.
  3. From the Date column, click on the date of the donation to be adjusted.
  4. From Donation Detail for that date, click the Adjust Donation button (directly above the donor’s name).
  5. To correct the donation slip, enter the proper amount in the correct category on the corresponding slip line, and ensure that the Adjusted Difference line is 0. For example, if the original donation was recorded as Tithing but should have been Fast Offerings, enter the correct amount on the line in the Fast Offerings category and then change the amount on the line in the Tithing category to 0.
  6. Click Save Changes.
Last Updated On 23 Mar 2023