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107.2. Adding Additional Reattributions
Assigning Multiple Reattributions
Occasionally, one contribution will be donated from not just two, but three or more donors. In this case, a few particular steps that differ from normal data entry are required to record the reattributions accurately.
Note: There are three transactions that factor into the Reattribution:
- The original joint contribution
- A negative memo of the contribution to be reattributed
- The memo of the reattribution to a different Individual
First, be sure to create the original joint contribution in the main contributor's individual record. To record the reattributions properly, there needs to be an original contribution present.
For instructions on how to create a contribution transaction click here.
Second, create the negative memo of the joint contribution:
1. Find the individual whose record from which you will be doing the reattribution.
2. Go to the "Transactions" tab, click "+ New Transaction," and select "Memo Contribution."
3. Confirm that the name of the contributor is the correct name in the "Contributor" field. If it is not, type in the name, click the magnifying glass icon and then choose the contributor.
4. In the Amount field, enter a "-" (negative) symbol in front of the dollar amount that is to be reattributed.
Note: When clicking another field, this "-" symbol will become parenthesis--representing the negative amount.
5. Be sure to enter in the correct Date and Election of the transaction.
6. In the Reporting Description enter "Reattribution from."
7. Click "Save."
8. Finally, in the other contributor's record, enter in the positive memo for the Reattribution To by following the steps above--but in this instance, however, do NOT put a negative symbol in front of the amount. Also, enter "Reattributed to" in the Reporting Description field.