Backdating an Offering's Entry Date (Admin Only)

What backdating the entry date does

Every offering has two dates: the transaction date, which is when the money was actually given or collected, and the Entered On date, which is when the record was created in Sermfy. Backdating lets an admin set the Entered On value to a date in the past instead of leaving it at today's date, which is useful when you're catching up on historical records and want the entry itself to reflect when the giving actually happened, not just when someone finally typed it in.

Who can do this

Backdating the entry date is limited to admins with the right permission, and it's enforced on the server, not just hidden from the screen, so someone without that permission can't work around it by editing the record directly, the restriction holds regardless of how the request reaches Sermfy.

When to use it

This is meant for entering historical records accurately, catching up a backlog of paper records, correcting a batch that was entered late, that kind of thing, rather than for routine day-to-day entry, where the normal entry date is usually exactly what you want.

Best practice

Reserve backdating for genuine catch-up work and leave a note in the offering's description when you use it, so anyone reviewing the record later understands why the Entered On date doesn't match when it was actually typed in.