Adjusting or Voiding a Gift

Overview

Within the HighTide platform, users with the proper permissions have the ability to adjust or void gifts. An audit log is created for all changes made for a gift; for any changed information, you must enter a reason for making that change. 

Adjusting a Gift

To adjust a gift you will navigate to the gift and click Adjust Gift. 

A modal will appear, allowing you to choose which field you edit. After choosing a field, you must enter a reason for the change. 

After choosing your field, adding a reason, and making the change you will also need to review the changes before being able to save your adjustment.

After clicking on Save Changes, the adjustment to that field will be made. It is important to note if various fields need adjusted you will need to repeat this process for each field to create an appropriate audit log of changes. The only field that cannot be adjusted is the Legal Credit Donor, in the event a donation has been recorded to the wrong Legal Credit Donor the gift will need to be voided and re-entered.

Voiding A Gift 

A gift can be voided within the HighTide platform, to void a gift you will navigate to the gift and select Void this Gift. 

After selecting Void this Gift you will enter the reason for voiding the gift and then select Confirm. A reason is required to document the changes in the audit log.