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Delete Batches

 
 
Delete with care! Deleting a Batch is unusual and should be done carefully. Any data deleted from MinistryPlatform is completely gone. Recovering deleted data requires Professional Services and incurs a cost.
To delete a Batch (and all associated Donations) in the Batch Manager Tool that has not been finalized: 
  1. Launch the Batch Manager Tool and log in. 
  2. Click Open.
  3. Select the Batch you intend to delete.
  4. Review the Batch to confirm it is the one to delete.
  5. Click Delete.
To delete a Batch (and all associated Donations) in the Batch Manager Tool that has been finalized: 
  1. In the Platform, go to Stewardship > Batches.
  2. Open the desired Batch record.
  3. Click Edit.
  4. Remove the Finalized Date value.
  5. Click Save.
  6. Complete the deletion process in the Batch Manager Tool as outlined above. 
To delete a Batch in MinistryPlatform:
It is possible for a user with sufficient rights to delete a Batch in MinistryPlatform in Stewardship > Batches. However, this is not the recommended approach, as it leaves the Donations orphaned (Ready for a batch) on the Donations page and requires further work.  That said, it is conceivable that your goal is to leave the Donations in the system in order to re-Batch them; this would be most likely if they were originally online donations.
If your Batch is already part of a Deposit, deleting it would be highly unusual. However, in this rare event, you may need to edit or delete that Deposit record to complete the process.