Finalizing a Batch
Before finalizing, you can always close a Batch and come back to it later:
- To close an open Batch, click Close.
- To reopen a Batch, from the Batch Manager Tool, click Open and choose your Batch to continue working.
Confirm the Batch is in Balance
A summary of your Batch properties and the Donation details is in the top right-hand corner of the Batch Manager Tool. This visually indicates if your batch is in balance. To balance, you might need to add the remaining Donations to the Batch, correct Donation amounts, or adjust your Batch properties.
Confirm the Batch Details are Complete
Your Donation rows visually indicate if they are complete. Green rows show that you have all the required details (Donor, Dollars, and Distributions). Red rows show that you're missing some required details or they're out of balance and you need to edit them.
Review the Batch Summary
You can find detailed Reports in the Platform, but to quickly check subtotals, click Summary in the top-right corner of the Batch Manager Tool.
Here you can see a summary of the Batch broken down by Program.
Finalize the Batch
Once you complete and balance your Batch, the Finalize button activates. To finalize the Batch, click Finalize.