If an Accounts Download file has been removed from the Accounts Download area, Donorfy will no longer allow that date range to be reprocessed. You can reset the period using the Accounts Download Reset Template and the File Uploader.
Step 1: Create a Transaction Payment List
Go to Lists and create a Transaction Payment List.
Apply a filter for the date range you want to reset (e.g., Accounting Date or Transaction Date).
Ensure the list includes the required field:
Transaction Number
Download the List once complete.
Step 2: Prepare the Reset File
Download and open the Accounts Download Reset Template.xlsx
Read the Important Notice, then remove it from the sheet:
⚠️Important:
You cannot undo updates made by the file uploader.
It is a good idea to download a list of the donations you plan to update, then if you need to undo an update you will have the original values to apply via another update setting the values back.The update process can only update a record once within the upload file, i.e duplicate entries will cause an error.
A maximum of 1000 rows (inc headings) can be processed per file.
Copy the Transaction Number values from your downloaded list into the template.
Under Undo Accounts Download, enter Yes for each row.
Review your data carefully to ensure all required columns are present and correct.
Save the completed file as an .xlsx file.
Step 3: Upload and Apply the Reset
Upload the completed file using the File Uploader.
Review the validation results displayed by Donorfy.
If everything is correct, apply the update.
Once applied, the Accounts Download for that period can be run again.
Correcting Errors
If Donorfy flags validation errors:
Download the reviewed file.
Fix the issues as described in Fix Problems in an Uploaded File.
Re-upload the corrected version.
⚠️Important:
The Accounts Download processes are a Professional only feature. Essential subscribers, please contact us to find out more about upgrading.
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