Create a Batch
- Go to Stewardship > Donations.
- Open the donation or select donations.
- From the Tools menu, select Create Batch Tool.
- Select the congregation.
- Enter a name for the batch and deposit, if applicable. This name can be up to 75 characters.
- Select the type of batch from the drop-down list.Note: The values in the drop-down list come from System Lookups > Batch Entry. We do not recommend modifying the batch types.
- Select whether to finalize and deposit the batch.
- When you select this option, the tool creates and finalizes the batch, then creates the associated deposit.
- When cleared, the tool will not finalize the batch or create a deposit.
- If you selected to finalize and deposit the batch, select the date for the deposit to be created. It defaults to the current date. To change it, click the calendar icon.
- Click Create Batch.A success message displays.
- Close the tool.