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Tools

Create Batch Tool

Learn about the Create Batch tool in MinistryPlatform, including instructions to create a batch using the tool.

With the Create Batch tool, you can add a batch of donations and choose whether to finalize and deposit the new batch. Alternatively, you can create and manage batches in the Batch Manager Tool.

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 select whether 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 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 after you click it while the batch processes.
  • 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: To use this tool, you must have access through your security role. SPoCs can grant user access to this tool.

Create a Batch

  1. In the navigation menu, click Contributions > Donations.
  2. Open the donation or select donations.
  3. Click Tools, then click Create Batch.
  4. In the Congregation field, select a congregation.
  5. In the Batch Name field, enter a name for the batch and deposit, if applicable. This name can be up to 75 characters.
  6. In the Batch Entry Type field, select the type of batch from the drop-down list.
    Note: The values in the drop-down list come from System Lookups > Batch Entry Types. We do not recommend modifying the batch types.
  7. Use the Finalize And Deposit toggle to select whether to finalize and deposit the batch.
    • When toggled on, the tool creates and finalizes the batch, then creates the associated deposit.
    • When toggled off, the tool will not finalize the batch or create a deposit.
  8. If you selected to finalize and deposit the batch, select the date to create the deposit in the Deposit Date field. 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.
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Tools

Last updated: November 24, 2025

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