Follow the steps below to apply the same adjustment to several contribution records at the same time, or to update multiple records with different adjustment details using Bulk Upload.
Option A: Bulk Edit in the Contribution Report
Use Bulk Edit when you need to apply the same adjustment type, date, and date posted to multiple contributions at once. This works best for contributions that are not yet settled or part of a closed batch.
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From the EveryAction Home Page, navigate to the Contribution Report. Use the Search for a page field and type "Contribution Report" if needed.
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Filter the report to show the contributions you want to update.
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From the Report Actions dropdown, select Bulk Edit.
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Choose Apply Contribution Adjustments.
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Set the adjustment type, adjustment date, and date posted.
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Submit. EveryAction will create adjustment records for each selected contribution and update the remaining amount without changing anything else on the original record.
💡 Bulk Edit works for contributions that share the same adjustment details. If records need different values, use Bulk Upload instead.
Option B: Bulk Upload
Use Bulk Upload when contributions need different adjustment details, or when you are adjusting contributions that are already settled or part of a closed financial batch.
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Filter your Contribution Report to the records you want to adjust.
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Add columns for Refund/Adjustment Information to your report view. To do this, look for a Columns or Settings option in your Contribution Report toolbar and select Refund/Adjustment Information from the available column list.
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Export the file. Make sure the Contribution ID column is included so you can match records when you re-upload.
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Open the exported file and update the adjustment details on each existing contribution row. Set the correct adjustment type, date, and any other required fields for each record.
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For contributions marked as posted or part of closed financial batches, add a new row directly below the existing contribution row with the correct updated amount. This second row represents the corrected contribution.
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Re-upload the file using the Contribution ID as the matching key.
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When prompted, select Apply Contributions as your mapping type. You'll then be asked to match your column headers to the correct fields in EveryAction. Work through each column and select the matching field from the dropdown.
⚠️ Bulk Upload cannot be used to process refunds through a payment vendor. It can only record transactions and adjustments that happened outside the system.
Not quite what you were searching for?
- Navigate back to the Adding and Reporting on Contributions Resource Index.
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