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Gift Reversal
Occasionally you need to make a change to a gift or delete it entirely. You have two options. One, you can re-open the batch, click on Gift Entry, and select the gift. Make the changes or delete the gift and click save. Then close the batch. However, you may also want to have a trail to show that the gift was modified. For that, you can use Gift Reversal. The reversal process will zero out the gift but create an original copy as well as a negative amount gift.
Note: You should not manually create a negative amount gift in Denari through gift batching. Some reports in Denari do not handle the negative amount correctly. Only those negative gifts created through the Gift Reversal Process are handled correctly in all reports.
Click the Gifts/Pledges button on the left then Gift Reversal.
Enter the Receipt # for the gift or click the search icon on the right to search for and select the gift record.
Denari will create a batch for the reversal gift. The Reversal Date is optional. If left blank, Denari will use 'todays' date for the batch. If you would prefer a different date, you can enter it here.
Now click one of the two buttons in the Quick Actions section on the right.
No CC Reverse Gift will reverse the gift in Denari. You can use this for non-credit card gifts or credit card gifts where you don't want to reverse the CC charge.
Reverse Gift will both reverse the gift in Denari and reverse the CC charge. This does not work for EFTs, only Credit Card reversals. You will need to log into your Argo Fire account to reverse the EFT gift. If you don't have an Argo Fire login, contact Denari tech support.
At this point the gift record has been zeroed out. If you were reversing the gift to correct a mistake in the original entry, you can now re-enter the gift correctly in a new batch.
Denari also did two things.
It created a closed batch.
In the batch it created two gift records. One is a copy of the original gift and it marked the gift 'Original'. It also created a second record with the negative amount of the gift and it marked it 'Reversal'.
If you now go to the donor's gift history page you will see those two gifts, one marked Original and one marked Reversal. They show that there was once a gift in Denari but that it has been reversed. Original and Reversal gifts are not included in any Denari reports. However, you can get a list of them if needed using Gift Segmenter.
