Create a New Batch
Steps to create a new batch in the Batch Manager Tool, including fields you'll encounter and what they mean, and specific configuration settings.
When working in a batch, you can see a summary of the batch name, batch total, and item count in the top right corner of the Batch Manager Tool screen.
- Click the Bookmarks icon
, and click Batch Manager.
- Click New Batch.
- Complete the information for the new batch.
- Click Save.
Batch Properties
- Batch Name
- Name your batch something that makes sense for how you divide and label batches. For example, it might be "9 AM Checks".
- Batch Date & Time
- Select your donation date. The default is today's date. The time included is in local time, rounded to the nearest hour. Note: The date you enter as the batch's setup date is used for all donations added to that batch. If you change the batch setup date after you enter donations, it does NOT retroactively apply to the donations you already entered. It does, however, apply to additional donations you enter into that batch after you make the change.
- Payment Type
- Select your default payment type. You can change the payment type for an individual donation in the Platform. We recommend you select the payment type that reflects the majority of the donations in a specific batch. Note: We don't recommend batches with mixed payment types. If you change the payment type after you enter donations, it does NOT retroactively apply to the donations you already entered. It does, however, apply to additional donations enter into that batch after you make the change.
- Congregation or Parish
- This field is optional. Select which campus the batch comes from. The programs list filters based on the congregation selected. Global filters may limit the congregations available.
- Item Count
- Enter the total number of items expected in the batch. This count is not to exceed 999 items.
- Expected Total Amount
- Enter the expected sum total of currency for the batch. Select your default currency type here. Once you create a donation for a batch, you can't change the currency type.
- Operator
- Select the person entering the batch. This defaults to the user who is logged in.
- Selected Programs
- Select your default programs for donation distributions.
- You can change the program for individual donations later, so we recommend you select the programs that reflect the majority of the donations in a specific batch.
- You can configure this drop-down list to have the the preceding account number.
- To quickly find a program, search for keyword(s) in the filter list box.
- If you selected a batch congregation, the list of available programs filters accordingly.
- Programs with an end date are not available in the drop-down list, regardless of their On Batch Manager Tool setting.
- Global filters may limit programs.
- Create Blank Items
- Select this checkbox to create the corresponding number of donation rows that match the item count you entered. Each row created contains distributions that correspond with the programs you selected.
Configuration
- Program drop-down list
- You can have the account number precede the Program drop-down list using the configuration setting BMT, PrependAccountNumber. For more information, see Configuration Settings and BMT Settings.