Working with Batches

Basics

  • A Batch contains groups of Donations. One or more Batches then make up Deposits.  
  • Batches may need to match the total to appear on the bank statement.
  • When a Batch is created that holds manually-entered Donations, you may need to create several Batches if those Donations were submitted to the bank separately.

Video Topics: Creating and Modifying a Batch

0:30 - Create Batch from Selected Donations Report
1:30 - Modifying a Batch
2:18 - Removing the Finalize Date

Tags: Video

Last Modified: 2/26/2019

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