You may find yourself in a situation where you need to delete a donation due to a duplicate or a check bouncing. There are a few ways to go about this depending on what you are needing to remove. You can:
- Delete an individual contribution
- Delete a single contribution from a batch deposit
- Delete a batch deposit
- Delete the accounting transaction of your batch deposit
Individual Contributions
If you entered a donation on the contributions screen that is not deposited yet and you need to delete it, you can do so easily by following these steps:
- Navigate to your contributions screen (Donations -> Contributions -> Contributions)
- Locate the donation you want to delete and click on it (be sure not to click on the name as it will take you to the donor's contact card)
- In the Contribution Form that opens, select the red delete button at the top right corner
- Confirm your deletion and you will be taken back to the main contributions screen
Pro Tip: Need to Bulk Delete? Check the deposit box next to every contribution you would like to delete and "Create Deposit". Then open that deposit and click the red delete button at the top right corner. In the pop-up window that appears, check the box to Remove all Contributions BEFORE clicking delete.
Single Contribution in a Batch Deposit
If you need to delete a single contribution that is connected to a batch deposit you can do so by following these steps:
- Navigate to your Contributions Screen (Donations -> Contributions -> Contributions)
- Locate the donation you want to delete and click on the blue deposit link
- In the Contribution Deposit form that opens, locate the donation line item and click the trash can icon to the right of it
This will delete the contribution completely from your Aplos system.
Batch Deposits
If you would like to delete a batch deposit but keep all donations that were connected to that batch deposit, follow the steps below:
- Navigate to your deposits screen (Donations -> Contributions -> Deposits)
- Locate the deposit you want to delete and click on it
- Click the red delete button at the top right corner
- If you do NOT want to delete the donations tied to this deposit be sure to leave the box unchecked, if you would like to also delete the donations then you can check this box before clicking the delete button
Accounting Batch Deposit
If you would like to keep the contribution deposit for your donation records, but need to remove it from coming over to your account register, you can accomplish this by doing the following:
- Navigate to your Deposits Screen (Donations -> Contributions -> Deposits)
- Locate the deposit you need to remove from your accounting and click on it
- In the bottom right corner select the blue link that says "Accounting Transaction" which will take you to this transaction on your account register
- Click the more option to the right of the register transaction and select delete
If you navigate back to your deposits screen and click into this deposit it will not show the "do NOT post to accounting box" checked and will no longer effect your accounting records.
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