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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth 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 record to be moved to a different Deposit.
    1. Click Edit Record.
    2. In the Deposit field, either clear out the Deposit value (if the Deposit does not yet exist) or select the existing Deposit to add the Batch to (using the ellipsis [...] to make sure you select the right name/date).
    3. Update the Finalized Date field, if needed, or remove it if Deposit does not yet exist.
    4. Click Save.
  3. In the navigation menu, click Contributions > Deposits.
  4. Open the original Deposit record.
    1. Update any counts or totals, if needed.
    2. Click Save.
  5. In the navigation menu, click Contributions > Deposits.
  6. Open the "new" Deposit record.
    1. Update any counts or totals, if needed.
    2. Click Save.
  7. If needed, update any accounting systems.
MinistryPlatform

Last updated: September 12, 2024