About Batch Statuses

Batches are given specific statuses based on where they and their payments are in the processing workflow. These include:

• Open - Payments in the batch are Pending and have not yet been sent to processing. You can still organize the payments included in the batch (i.e., include or exclude payments, update designation, etc.).

• Reviewed - The batch has been reviewed by someone in your organization to ensure correctness before payments are sent to processing.

• Sent to processing - Pending - The batch has been sent to processing. All payments are now either managed by the YourCause Processing Tool (for YourCause processed payments) or the client (for client processed payments).

• Funded - All payments in a batch have a status of Outstanding, meaning they are included in a disbursement.

  Note: This status is only used for client-processed payments. Clients can manually mark batches as Funded when applicable.

• Disbursed - All payments in a batch either have a status of Cleared or Voided.

  Note: This status primarily refers to client-processed payments as clients can manually mark batches as Disbursed when applicable.

• Complete - All payments in a batch either have a status of Cleared or Voided.

  Note: This will be automatically updated for batches processed by YourCause. Learn more.

Tip: Clients processing payments can mark their batch as Funded or Disbursed after updating the statuses of their payments.