Post a Single Batch
Post a batch to save contributions to your contributors' records.
- In the top-left corner, click your site name then Giving. Then click Contributions.
- On the Stock/Crypto tab, make sure Open is selected.
- Click the batch you want to post.
- Click Post.
- If Contribution Posting is available, the batch will post to the general ledger by default. If you don't want it to post to the general ledger automatically, clear the checkbox to skip it here and enter it manually later.
- If you want it to post, select a deposit date, reference number, and enter a deposit description.
- Click Post.
Post Multiple Batches
Post multiple batches for contributions toward different funds.
- In the top-left corner, click your site name then Giving. Then click Contributions.
- On the Stock/Crypto tab, make sure Open is selected.
- Select the batches you want to post, then click Post.
- If Contribution Posting is available, the batches will post to the general ledger by default. If you don't want them to post to the general ledger automatically, clear the checkbox to skip it here and enter them manually later.
- If you want them to post to your general ledger, select a deposit date, reference number, and enter a deposit description.
- Click Post.