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Export a Batch

Tip: You don't have to finalize batches before you export them. However, we strongly recommend that you finalize the batch first to prevent sending an unbalanced file to the bank or having the batch changed after you create the file.
  1. Finish processing your batches.
  2. In the BMT, select the batch(es) you want to export.
    Note: Available batches include batches that aren't already in a deposit. Finalized or unfinalized batches may display based on the Show Finalized Batches checkbox.
  3. Click Export.
  4. Select your export file type.
  5. Select the donation fields you want to include in your export.
    Note: If you selected to export to a bank file, the Create Deposit Record checkbox is automatically selected. This automatically finalizes and deposits the batch. To submit multiple batches for the same deposit, deselect this checkbox.
  6. Click Export.
    Your export file downloads to your computer.
  7. You can click each batch in the batch summary to see more information. Otherwise, click Close.