How do I add attributions when entering contributions in Financial Batch Manager?

Overview

The Financial Batch Manager allows you to add attributions when entering contributions in bulk through a batch. 

Step 1: Configure the batch to include attributions 

1. Go to Financial Batch Manager > Edit Batch > Add Individual Contribution 

2. Click the Manage Configurations link 

3. On the Configuration screen, select the Contributions tab 

4. Click Add/Remove fields 

5. Add Attributions & Soft Credits to your batch configuration 

6. Save your configuration 

Step 2: Add a contribution with attribution 

1. Return to the batch entry screen 

2. Enter the contribution details as usual 

3. You'll now see an Attributions and Soft Credits section on your individual entry form 

4. Click Add Attribution 

Step 3: Configure the attribution details 

1. Search for and select the contact to attribute 

2. Select the appropriate Attribution Type from the dropdown 

3. Enter the attribution amount 

4. Check the Thanked box if applicable 

5. Add any relevant notes in the Attribution Note field 

Step 4: Add additional attributions (if needed) 

1. Click +Add Attribution to add more attributed contacts 

2. Repeat Step 3 for each additional contact 

3. Use the Delete icon to remove any unwanted attributions 

4. Continue entering the rest of your batch as normal 

Not quite what you were searching for?

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