Fix Batch Exceptions

To help ensure accuracy, batch entry includes a validation and approval processes. For example, if you save a batch missing required fields, you receive exception messages and can't approve the batch until you enter those missing details. If your organization has review and approval policies for gift entry, you can save a batch and have another user review or approve it.

If there are gift errors in a gift batch, you’ll see an exception icon and message on the batch, which prevents it from being approved. Clear all exceptions to be able to approve the batch.

From Gifts, Grid batch entry, select a batch number that has exceptions.
To view the gift errors, select either Edit, Edit batch gifts, or select the Fix now link in the banner at the top.
On a gift with an error, hover over the exception icon under Status to view details about the error.
Correct the gift errors.

Note: If the error requires you to take action outside of the gift grid to correct it, you must Validate a Gift Batch to refresh the data and clear the exception.

When all errors are corrected, select Save to continue editing gifts or Save and review to return to the batch record. When all exceptions are cleared, the Approve button displays on the batch.

Validate a Gift Batch

Some exceptions require you to take action outside of the batch to correct an error. When this happens, you must validate the batch to refresh its information and determine whether data entry errors remain.

For example, if a gift's fund is past expiration, you can adjust its dates from the fund record in the database view. Then, return to the batch and select Validate to clear the exception. When all errors are corrected, approve the batch to create records for its gifts.

From Gifts, Gift batch entry, select a batch in the list that has exceptions.
Select Validate. When all exceptions are cleared, the Approve button displays on the batch.