How Do I Adjust A Gifts Soft Credit Amount If It Is Larger Than The Hard Credit Amount?

Outlining the steps to adjust a soft credit amount in batch if it is larger than the hard credit amount for a gift.
Complete the following steps to adjust the soft credit.
 
1.    On the Batch Detail Entry screen, enter "AD" for adjustment in the Transaction Type field. 

2.    Enter the Account ID for the employee’s account.

3.    TA displays the Transactions window with each transaction the account has made.
       Click the <Zoom> button to the left of the gift, pledge, or pledge payment for which the soft credit was awarded
       (i.e., the transaction for which you entered the matching gift information).

4.    Zoom in on the MG field and adjust the match amount.

Environment

 Team Approach

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.