Update a Web Transaction Batch to the Next Workflow Status

When a batch is ready to move to the next workflow state, you can update its status. For example, your organization’s workflow for a batch with Blackbaud Internet Solutions donations can specify that after you download transactions into a batch and edit the data, an approver must validate the data entry before the batch can be committed to the database. To submit the batch for approval, you must update its status to the next state of the workflow.

For information about how to update a batch status, refer to Batch Entry.

Note: If the batch is in the final state of its workflow before committal, the Update status option is disabled. To move to the next state, you must commit the batch. For information about how to commit a batch, refer to Commit a Web Transaction Batch.