Bulk Deleting Disbursements and Contributions

Before You Delete

We strongly recommend exporting your data first. This way, if you delete something by mistake, you can re-upload the file and restore your records.

• Disbursements: Export CSV from the Disbursements screen.
  
• Contributions: Export CSV from the Contributions screen.
  

Deleting Disbursements

1. Go to the Disbursements screen.
2. Use filters to control what will be deleted:
   
   1. Date Range: Select a specific time period (e.g., just July)
      
   2. Department or Line Item: Narrow deletions to one department or budget line.
      
3. Click Bulk Delete to confirm.
   

• If no filters are applied, all disbursements will be deleted.
• If filters are applied, only those matching the filters will be deleted.

Deleting Contributions

1. Go to the Contributions screen.
2. Use filters if needed:
   1. Date Range: For example, delete only contributions from June forward.
3. Click Bulk Delete to confirm

• If no filters are applied, all contributions will be deleted.
• If filters are applied, only those contributions will be deleted.

Best Practices

• Always export first. Run an export of the records before deleting so you have a backup.
• Filter carefully. Avoid unintentional full deletions by applying date, department, or line item filters.
• Re-upload if needed. If something was deleted in error, you can restore it by uploading your saved CSV.