Enhanced Revenue Batch

The table below explains the default fields included in the Enhanced Revenue Batch template. You can use this batch template to add or import multiple, new revenue records. For more information about the revenue data entry fields, see the Revenue Guide.

Field	Description
Account system	Select the General Ledger account system you want to use with this batch template. Only account systems for which you have the proper security rights appear.
Constituent	Enter the name of the constituent associated with the revenue transaction.
Lookup ID	Enter the primary lookup ID of the constituent associated with the revenue transaction.
Amount	Enter the total amount of the revenue transaction.
Date	Enter the date to associate with the transaction, such as the date your organization receives the revenue.
Revenue type	Enter the type of revenue transaction to add: Payment, Pledge, or Recurring gift.
Payment method	Enter the payment method, such as Cash or Credit card.
Application	Select how to apply the payment. For example, the revenue may be a donation or payment towards an unapplied matching gift claim.
Appeal	If the transaction is in response to an appeal, enter the name of the appeal.
Opportunity	Enter the opportunity to which you want to apply the revenue, if any.
Designation	Enter the designation to which you want to apply the revenue.
GL post status	Specify the post status of the revenue in the General Ledger. To have the program automatically post the payment when you next run a Post to GL process, select “Not Posted.” To not post the payment to the General Ledger, select “Do Not Post.”