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MinistryPlatform

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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Batches

Move Batches to Different Deposits

  1. In the navigation menu, click Contributions > Batches.
  2. Open the batch you want to move to a different deposit.
  3. Click Edit Record.
  4. In the Deposit field, you can either:
    • Clear the value if the deposit does not exist yet.
    • Select the existing deposit you want to add the batch to from the drop-down list.
  5. In the Finalized Date field, either:
    • Clear the field if the deposit does not exist yet.
    • Update the field.
  6. Click Save.
  7. In the navigation menu, click Contributions > Deposits.
  8. Open the original deposit.
  9. Update any counts or totals, if needed.
  10. Click Save.
  11. In the navigation menu, click Contributions > Deposits.
  12. Open the "new" deposit.
  13. Update any counts or totals, if needed.
  14. Click Save.
  15. If needed, update any accounting systems.
MinistryPlatform

Last updated: December 10, 2024