Create Batch Tool
With the Create Batch tool, you can add a batch of donations and choose whether to finalize and deposit the new batch.
Note: The Create Batch tool replaces the "Create Batch From Selected Donations" report.
- The tool is available on the Donations page and you can launch it from a selection of records or an open record.
- You can choose whether or not to finalize the batch. The tool will:
- Create the batch and link it with the associated donations, or
- Create the deposit with the defined date and link it with the associated batch, if you choose to finalize the batch.
- If a donation is out of balance or already has an associated batch, you're prompted to correct the issue.
- Creating a large batch? The Create Batch button disables once you click it so you know the batch is processing.
- After you create a batch, you'll see a success message. You can then find the new batch on the Batches page.
Note: SPoCs can grant user access to this tool.