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How do I edit or delete gift information in Fundriver?

Gift transactions can be edited or deleted at the fund level or globally.  To delete all gifts in a specific posting period, see the last screen shot of this training.

1. Go to ACTIVITY > EDIT TRANSACTIONS

Go to ACTIVITY > EDIT TRANSACTIONS

2. Search for specific fund, or leave blank to pull all funds.

Search for specific fund, or leave blank to pull all funds.

3. Enter a posting period and choose GIFT as the TRANSACTION TYPE.

Enter a posting period and choose GIFT as the TRANSACTION TYPE.

4. Click LOAD.  You can edit or delete specific gifts using the commands in the EDIT COMMAND column.

Click LOAD.  You can edit or delete specific gifts using the commands in the EDIT COMMAND column.

5. To delete all gifts in the current posting period, click on the DELETE PERIOD TRANSACTIONS tab. Select transaction types and click DELETE SELECTED TYPES.

To delete all gifts in the current posting period, click on the DELETE PERIOD TRANSACTIONS tab. Select transaction types and click DELETE SELECTED TYPES.

5.1. In order to delete gifts from a past posting period, the past period must first be reopened.  To do so, click on ACTIVITY > REOPEN PERIOD.  Once you have reopened the period you can use the DELETE PERIOD TRANSACTION feature.

In order to delete gifts from a past posting period, the past period must first be reopened.  To do so, click on ACTIVITY > REOPEN PERIOD.  Once you have reopened the period you can use the DELETE PERIOD TRANSACTION feature.
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