Manage Gift Batches
Batches are groups of gifts created manually or automatically from sources such as event registrations and donation forms. All gifts in the batch have a shared batch ID. You can save a batch while you work and return later to add more gifts, use the batch approval process to support data quality control, and post gifts to the ledger when the batch is approved.
Note: To change the gift's post status before approving a batch, see Manage Gift Batches.
To view a list of all your batches, go to Gifts, Batch gift entry. Or from Gifts, Overview, under Related Links, select Gift batches.
To edit batch gifts, select the batch's number and then edit the gifts in grid view.
To edit a batches details, see edit batch details such as description, number of gifts, and total amount
Create a batch template to load predefined fields into a new batch.
Automatic gift batches
Gifts received from other sources, such as automatic recurring gifts, donation and event registration forms, and JustGiving are added to batches with an Unapproved status.
To help you locate which batch the gifts are in, these batches are grouped by source, date, payment method, and payment configuration. If the batch contains no exceptions, you can approve it and create gift records.
Note: While gifts received through event registration forms typically appear in a batch within minutes, in some cases, they may take up to several hours to appear.
Note: Gifts made though donation forms at the end of the day may be included in the next day's batch if Online data review is set to automatically match constituents.
Add a single gift or batch
Select Add, then select Add a single gift or Add a batch of gifts to add several gifts at once.
Delete batches
To the left of the batch's name, select the ellipsis, then Delete.
Note: Only batches that contain no gifts can be deleted. You can move all the gifts from the batch you want to delete to another batch to make it eligible to be deleted.
View approved batches
By default, only unapproved batches appear in the batches list.
To view approved batches, go to Gifts, Batch gift entry. Or from Gifts, Overview, under Related Links, select Gift batches.
Select Filter and uncheck Hide approved batches.