The Create Batch tool replaces the Create Batch From Selected Donations report. While both the tool and report are available for a while, we recommend using the Create Batch tool exclusively.
To create a Batch from manually entered or online giving Donations:
- Go to Stewardship > Donations and select some or all Donation records. Confirm that your selection only contains Donations that you wish to batch.
- Click Reports > Create Batch From Selected Donations
- Set the report parameters, and click View Report.
- Click Create This Batch & Deposit. This step creates and finalizes the Batch, as well as creates a Deposit.
- Repeat Steps 1-4 as needed for additional Batches.
- Go to Stewardship > Deposits and export the Deposit(s) to your accounting system.
