CONTACT USBack to MinistryPlatform Site
Your Knowledge Base has moved to the new Help Center.  Check out the release notes for details. And don't forget to update your bookmarks and in-house documentation before May 28.

Modify Batches

 
Moving a Batch to a different Deposit
  1. Go to Stewardship > Batches and open the Batch record to be moved to a different Deposit.
  2. Click Edit:
    • In the Deposit field, either clear out the Deposit value (if the desired Deposit does not yet exist) or select the desired existing Deposit to add the Batch to (use the [...] to make sure you pick the right name/date).
    • Update the Finalized Date field, if needed (remove if Deposit does not yet exist).
    • Click Save.
  3. Go to Stewardship > Deposits and open the original Deposit record:
    • Update any counts or totals, if needed.
    • Click Save.
  4. Go to Stewardship > Deposits and open the "new" Deposit record:
    • Update any counts or totals, if needed.
    • Click Save.
  5. If needed, update any accounting systems
Un-Finalizing a Batch that was erroneously finalized
  1. Go to Stewardship > Batches and open the Batch record that needs to be modified. 
  2. Click Edit:
    • In the Deposit field, clear out the Deposit value.
    • In the Finalized Date field, clear out the date value.
    • Click Save.
  3. Open the original Deposit record:
    • Update any counts or totals, if needed.
    • Click Save.
  4. If needed, update any accounting systems.