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Tools

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. While both are available, we recommend using the Create Batch tool exclusively.
  • 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.

Screenshot of the Create Batch tool displaying the selected donation information and options for the new batch

Note: SPoCs can grant user access to this tool.

Create a Batch

  1. Go to Stewardship > Donations.
  2. Open the donation or select donations.
  3. From the Tools menu, select Create Batch Tool.
  4. Select the congregation.
  5. Enter a name for the batch and deposit, if applicable. This name can be up to 75 characters.
  6. 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.
  7. 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.
  8. 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.
  9. Click Create Batch.
    A success message displays.
  10. Close the tool.

The tools copies 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 copied batch is exactly like the original except:
  • 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.
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Last updated: May 9, 2024