Gift Batch Records
From Gifts, Gift batch entry, select a batch number in the list to open its record. The batch gift record is where you can approve the batch once there are no gift exceptions. If exceptions exist, a banner at the top of the batch provides a Fix now link to quickly bring you to the grid view batch for error correction. If you corrected the errors outside of the batch, you can validate the batch to refresh its information and determine whether errors remain.
You can move gifts to a different batch, or edit the details of gifts one at a time by selecting Edit, Edit batch gifts to open the grid view.
You can also:
Generate receipts for batch gifts
Edit batch details such as description, number of gifts, and total amount
Select Edit, Edit batch details.
Update the batch description, expected number of gifts, or expected batch total, and batch number.
Tip: Batch numbers are assigned incrementally following this pattern: GFT-Year-Numeral, such as GFT-2019-1, GFT-2019-2, and so on, but you can edit the number as needed to match your organization's numbering system.
Select Done.
Note: You can't edit batch details on approved batches.