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Batches

Deleting a Batch in MinistryPlatform

This section discusses why you might delete a batch in MinistryPlatform, including instructions to delete finalized and not finalized batches.

Someone with sufficient rights can delete a batch in MinistryPlatform under Contributions > Batches. However, we do not recommend this approach because it orphans the donations (leaving them ready for a batch) on the Donations page and requires more work. That said, maybe you want to leave the donations in the system to re-batch them later, as you might for donations originally made online.

If your batch is already part of a deposit, it's highly unusual to delete it. However, in this rare event, you may need to edit or delete that deposit record to complete the process.

Delete a Batch (Not Finalized)

You can delete a batch (and all associated donations) that have not been finalized in the Batch Manager Tool.

CAUTION: Delete with care! It is unusual to delete at batch, and you should do it carefully. Any data you delete from MinistryPlatform is completely gone. Recovering deleted data requires Professional Services and incurs a cost.
  1. Click the Bookmarks icon bookmark, and click Batch Manager.
  2. Click Batch > Open.
  3. Select the batch you want to delete, and click Open.
  4. Review the batch to confirm it is the one to delete.
  5. Click Batch > Delete.
  6. Click Delete.

Delete a Batch (Finalized)

You can delete a batch and all associated donations that have been finalized in the Batch Manager Tool.

CAUTION: Delete with care! It is unusual to delete at batch, and you should do it carefully. Any data you delete from MinistryPlatform is completely gone. Recovering deleted data requires Professional Services and incurs a cost.
  1. In the Platform, go to Contributions > Batches.
  2. Open the Batch record you want to delete.
  3. Click Edit Record.
  4. Remove the Finalized Date Value.
  5. Click Save.
  6. Click the Bookmarks icon bookmark, and click Batch Manager.
  7. Click Batch > Open.
  8. Select the batch you want to delete, and click Open.
  9. Review the batch to confirm it is the one to delete.
  10. Click Batch > Delete.
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Last updated: December 10, 2024