Batch Data EntryScreen

On the batch data entry screen, you enter information about each record in a separate row of the batch. From this screen, you can perform various actions associated with Batch entry. The options on the batch data entry screen depend on the selected batch type.

To access the batch data entry screen, in the Uncommitted batches grid, select the double arrows next to a batch to expand its row. On the action bar, select Edit batch.

Tip: A minimized batch data entry screen appears as a link at the bottom right of your browser. To maximize the screen, select the link.

• The toolbar and menu bar above the grid on the batch data entry screen contain buttons that represent common tasks related to data entry. The tasks that appear depend on the selected batch template.

• To move quickly to the first field of the next batch row, press Ctrl Enter on your keyboard.

• On the batch data entry screen, in the data entry grid, you enter information about each record you want to add or update. When you commit the batch, each row of the grid that contains information becomes a record.

Note: To help you comply with the Payment Card Industry Data Security Standards (PCI DSS), when you enter transactions in a revenue batch, you can enter full credit card numbers for payments, pledges, and recurring gifts. When you enter a credit card number in the batch data entry grid and leave its row, only the last four digits of the credit card number appear in the row. When you save the revenue batch, the program sends the credit card numbers to the Blackbaud Payment Service for secure storage.

Note: To support data entry for credit card transactions processed externally, when you enter credit card numbers with four digits or fewer, other credit card information is not required.

• When you enter payment records in a revenue batch, the Constituent Window is available. The Constituent Window displays information about the constituent associated with the selected payment.

• On the batch data entry screen, you can use several keyboard shortcuts to quickly perform batch entry tasks.