How to Edit a Transaction in Elvanto

Maintaining accurate financial records is crucial for any organization. Elvanto, a powerful church management tool, simplifies this task by meticulously tracking and recording all your transactions. However, sometimes you need to adjust these records to correct errors or reflect changes. This article provides a step-by-step guide to editing transactions in Elvanto.

Common reasons for editing a transaction:

• Correcting an incorrect amount
• Updating payment methods
• Changing the donor or fund
• Modifying tax-deductible status
• Adding a transaction to an existing pledge

Elvanto provides the flexibility to make these adjustments, ensuring your financial data remains accurate and up-to-date.

How to Edit a Transaction in Elvanto

1. Log into Elvanto as an Admin.
2. Select Financial.
3. Select Transactions.
4. Choose the transaction you want to edit.
5. You can edit the following areas in your transaction.
   
   1. Name (Click the blue change button)
   2. Batch
   3. Transaction Date
   4. Method
   5. Check Number
   6. Amount
   7. Account
   8. Memo
   9. Tax Deductible Status
6. Once you edit your transaction, click save.

How to Edit the Donor on a Transaction

1. Log into Elvanto as an Admin.
2. Select Financial.
3. Select Transactions.
4. Next to the donor's name, click the Change button.
5. Start typing the name of the correct donor, and select them from the list.
6. Click Save Person.

Occasionally a transaction may have incorrect data via incorrect entry. By following the instructions provided in this article, you can edit a transaction to correct any error. If you have any further questions or need assistance, please reach out to our support team.