Search for a batch

When you search for a batch, you can make the search broad or specific, depending on the criteria you select. To get the records you need, we recommend you be selective and enter detailed information. For example, you can use the Batch number, Description, Status, and Batch type fields. For searches returning more than 100 batches, only the first 100 appear in the results.

1. From Constituents, Revenue, or the Batch page in Administration, select Batch search. The Batch Search screen appears.

2. In the top frame, decide how to filter batches for this search and enter data in the fields. The criteria you can use includes the batch number, description, status, creator, creation date, and batch type.

   To include batches that contain electronic funds transfer (EFT) transmission files in the search results, select Include batches with EFT transmission files.

   You can enter data in all fields or none, depending on how broad or narrow a search to use. Depending on your criteria, the program may find one batch or many. For information about the fields on the search screen, see Batch Search Screen.

3. Select Search. The program searches the database.

4. In the Results grid, all batches that match your search criteria appear. Select the batch to open.

5. Select Select. The batch data entry screen appears. For information about the items on this screen, see Batch Data Entry Screen.