Copy Batch Tool
With the Copy Batch tool, you can copy a selection of donations that have similar information so you can easily create a recurring batch.
- The tool is available on the Batches page, and you can launch it from an open record.
- You can use the tool to add recurring batches that have similar information every time, such as:
- Donations deducted from employee payroll in the same amount each time you process payroll, or
- ACH donations that are set up, scheduled, and executed on a regular basis through a third party.
- After you copy a batch, you'll see a success message. You can then find the copied batch on the Batches page under the "Not Yet Finalized" view or in the Batch Manager tool.
Copy a Batch
You've copied the batch with the given information. You can locate it on the Batches page under the "Not Yet Finalized" view or in the Batch Manager tool.
- The donation dates are changed to the date you set.
- The batch is not yet finalized.
- The batch is not yet part of a deposit.
- The batch belongs to the user who copied it.