Financial batches help you organize contributions for reconciliation with your accounting system. Adding contributions to batches ensures proper tracking and simplifies the reconciliation process.
Step 1: Access Financial Batch Manager
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From the left-hand sidebar, navigate to Contacts > Data Entry > Financial Batch Manager
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Or use the “Search for a page” field and type “Financial Batch Manager”
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Locate an existing open batch or create a new one by clicking "Create New Batch"
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If creating a new batch, enter a name, batch type, and date range, then click "Create"
Step 2: Add contributions to your batch
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From an open batch, click the "Add Contributions" button
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Set filters to find unbatched contributions that should be included
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Select the contributions you want to add to the batch
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Click "Add Selected to Batch"
Step 3: Review your batch
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Verify that all contributions appear in the batch
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Check that the batch total matches your expected amount
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Make any necessary adjustments to individual contributions
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When ready, click "Close Batch" to finalize (note that closed batches cannot be modified)
What else do you need help with?
- Understanding Contribution Basics
- How do I quickly add contributions?
- How do I track and update settlement status?
- How do I use Financial Batch Manager?