Edit an uncommitted web transaction batch

After you download transactions from your website, you can edit batches to update the data. On the batch data entry screen, each record has a separate row in the spreadsheet. Batches can include an unlimited number of records. For information about how to update data for each batch type, refer to Web Transaction Batch Types: Important Considerations.

1. From Web, select Manage web transactions. The Web Transactions page appears.

2. On the Transactions tab, under Uncommitted batches, select the double arrows beside a batch to expand its row and then select Edit batch. The batch data entry screen appears. The items on the screen depend on the transaction type.

3. In the grid, each downloaded transaction appears in a separate row. For each transaction, enter or update the information as necessary.

   • Website user signups use batch templates with the Constituent Update Batch.

   • Donations use batch templates with the Enhanced Revenue Batch.

   • Profile updates use batch templates with the Blackbaud Internet Solutions (BBIS) Profile Update Transaction Batch

   • Event registrations use batch templates with the Blackbaud Internet Solutions (BBIS) Event Registration Transaction Batch.

   • Memberships use batch templates with the Membership Dues Batch.

   • From the toolbar above the grid, you can perform common tasks for batch data entry. For example, you can view detail information about a transaction and specify whether to use all the information in the database. Perform the tasks necessary to complete your data entry. For information about the data entry tasks, refer to Web Transaction Batch Types: Important Considerations.

4. Select Save and Close.

   • If the program detects an error such as a missing required field, a message informs you that you cannot save the batch. Select OK and correct any errors.

   • If the program detects no errors, a message confirms that the batch was saved successfully. To return to the Web Transactions page, select OK.