How to Fix Posting Errors in a Batch

Sometimes a batch is out of balance because one or more amounts were posted incorrectly. Follow these steps to correct posting errors.

These instructions show you how to fix posting errors in a batch whose status is set to Open or Review. If you need to fix errors in a closed batch, go to How to Fix Posting Errors in a Closed Batch. If you need to fix a contribution posting error in a closed batch, go to How to Correct a Posting Error for a Contribution in a Closed Batch.

Generate a Postings List report. For instructions, go to How to Create a Postings List Report for a Batch.
Compare each posted contribution and/or pledge listed in the Postings List report with its matching pledge or contribution in the batch intake stack. Here are some common areas to check:
- Make sure the dollar amount posted for each contribution or pledge is correct. To do this, compare the dollar amount of each pledge and contribution entered into the batch during data entry to make sure it matches the dollar amount on each pledge and contribution in the intake stack.
- Verify that an initial pledge payment was not overlooked and therefore not posted.
If you find posting errors, fix them. For instructions, go to How to Edit or Delete Transactions in a Batch.
Re-run the Postings List report and verify your changes.
If the batch still contains posting errors, fix them until the system indicates that the batch is balanced.