Batch Name

Name your batch something that makes sense for how you divide and label batches. For example, it might be "9 AM Checks".

Setup Date

Choose 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

Choose your default payment type. You can change the payment type for an individual Donation in the Platform. We recommend you choose the payment type that reflects the majority of the donations in a specific batch. Also, 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.

Item Count

Enter the total number of items expected in the Batch. Not to exceed 999 items.

Batch Total

Enter the expected currency total for the Batch.

Currency

Choose your default currency type. Once you create a donation for a Batch, you can't change the currency type.

Congregation

Optional. Choose which campus the batch comes from. The Programs list filters based on Congregation selected. Available Congregations may be limited by Global Filters.

Operator

Choose the person entering the Batch. This defaults to the User who is logged in.

Selected Programs

Choose your default Programs for Donation Distributions.

• You can change the Program for individual donations later on, so we recommend you choose 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 locate a Program quickly, you can 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.
• Programs may also be limited by Global Filters.

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.

Program Drop-down

You can have the Account Number precede the Program drop-down using the Configuration Setting BMT,PrependAccountNumber. For more information, see Configuration Settings and BMT Settings.