To add or update information in the database, you can add or edit an individual record with the appropriate information. When you add or edit many records at once, this process may take a long time, depending on the number of records affected. Batch entry is an alternate method to add or update records in your database.
In Batch entry, you enter and update information on records quickly because you do not open each individual record. Instead, you create a batch template to specify the fields to add or update in each various type of record. The program lists the selected fields as fields in a spreadsheet, called a batch, so you can efficiently enter information in the database. When you create a batch template, you also select a batch workflow, which defines the process a batch goes through to add or update its records in your database.
Note: If your organisation integrates with Blackbaud Internet Solutions or Microsoft Outlook, you can download information from these programs into uncommitted batches. In Batch entry, you can manage the batches generated when you download information from another program.
Warning: If your organisation configures multiple nominal ledger account systems and implements site security, and you have rights to work with multiple account systems, the Account system field appears as an available field in a revenue batch. If you create an account system default in Administration and a user does not have rights to post to that account system, when the user adds revenue to the batch, the account system default is set to the first account system created to which the user has rights.