Global Change to gifts that have been posted to the ledger already?

Question

We recently set up a new fund and would like to transfer the memorial gifts given in honor of one individual into it. There are about 60 gifts, though they’ve already been posted to the ledger. Would it be possible to do a global change or do I need to make individual adjustments?

Tatyana Leifman · Answer

If you have ImportOmatic, you can do an import of the adjustments to the gifts.  Otherwise, it is a manual gift by gift adjustment process.   The only other way to avoid adjusting the gifts individually is to run the unpost gifts plug-in but, as Dariel mentioned, that may create issues, especially if you are integrated with FE.

Tatyana Leifman · Answer

If you have ImportOmatic, you can do an import of the adjustments to the gifts.  Otherwise, it is a manual gift by gift adjustment process.   The only other way to avoid adjusting the gifts individually is to run the unpost gifts plug-in but, as Dariel mentioned, that may create issues, especially if you are integrated with FE.

Alex Wong · Answer

Import-o-matic has the ability to create adjustment to many gifts. Otherwise, you will have to do adjustment 1 by 1. Unpost will require you to make change to GL that you probably shouldn't do.