Editing a Transaction

This article explains how to edit a transaction.

Overview

You can edit manually entered transactions, like cash and check transactions, in your Kindful system. You can change things like the date, campaign, and amount. 

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Bulk Edit Activities


Edit a transaction

Using either the Activities page (from the drop-down menu of the Contacts & Activities section) or the Dashboard page, find the transaction you're looking for and press the arrow on the far right of the transaction entry line.

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Edit the transaction.

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Make any edits you find necessary.

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After you've finished editing the transaction, press Save if you're happy with the changes. 


Delete vs. Cancel 

If you would like to remove a transaction fully due to duplicate entry or erroneous information, select the Delete option. This will remove the transaction from Kindful entirely. Do note that if you are connected to a solution like QuickBooks, the transaction will not be removed from QuickBooks and you will need to remove it manually from that side of things as well.

If you receive a returned check (for example), you can choose to Cancel the transaction. Doing this will create a new activity in Kindful indicating this cancellation action. We advise this approach in a scenario where the check was returned after entry as it is a better "audit trail" type of approach. When you choose to cancel, the cancellation activity will appear on the Activities page on the date you enter the transaction. However, you can also choose to back-date the cancellation. Doing this will create the same cancellation activity, but it would be dated to match the initial gift entry.

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Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

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