How to Delete or Edit Contributions in SteepleMate
This guide walks you through the process of deleting contributions or batches of contributions in the Offering Management section of SteepleMate.
Step 1: Access Offering Management
- From the left navigation menu, select Finance.
- Choose Offering Management from the submenu.
Step 2: Deleting an Entire Batch
- On the Offering Management screen, locate the batch you want to delete.
- Check the box next to the batch name to select it.
- At the top of the table, click the Selected dropdown.
- From the dropdown menu, choose Delete.
- Confirm the deletion when prompted.
Step 3: Deleting Specific Contributions within a Batch
- Open the batch by clicking on its Details button.
- On the next screen, locate the specific contribution(s) you want to delete.
- Check the box next to the contribution(s) to select them.
- At the top of the table, click the Selected dropdown.
- Choose Delete from the dropdown menu.
- Confirm the deletion when prompted.
Step 4: Editing Contributions
- While viewing the details of a batch, locate the contribution you want to update.
- Click on the contribution to open the editing options.
- Make the necessary changes and save your updates.
Note: Deleting contributions is permanent. Double-check your selections before confirming a deletion.Related Articles
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