Making Balance Adjustments

Sometimes balance adjustments are needed so the balance that DonorElf shows is accurate.

DonorElf calculates the balance by taking the sum of all the income and subtracting the sum of all the expenses. And since many times organizations don't upload all the donations and expenses (e.g. the last 3 years of transactions might only be uploaded) then a balance adjustment is needed to account for the transactions not in DonorElf.

Below is a link to a video that shows how to make the balance adjustments in DonorElf.

Making Balance Adjustments Tutorial Video