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After you create custom financial batches with your Financial Batch Manager, begin adding or assigning Contributions to them.
Read more on creating batches
Adding individual contributions to a Financial Batch
To add individual contributions to a particular batch, open Financial Batch Manager from the Sidebar and click the Batch Number of the batch you want to add a Contribution to.
Select Add Individual Contribution.
Choose the configuration for your contributions.
Customize your configuration to collect the right information for the Contribution you wish to record.
Read more about configuring financial batch gift entries
Add your new Contribution and Save & Close or Save & Add Another.
Assigning a batch to an existing Contribution
Open Financial Batch Manager from the Sidebar and click the Batch Number of the batch you want to assign a Contribution to.
Assign an existing Contribution to a particular batch by selecting Find Contributions and fill in the search criteria.
Contributions can only be assigned to a batch if the Designation on the Contribution matches the Designation for the Financial Batch.
Locate the Contributions you want to add, check the boxes to their left, and select Reassign when you are ready to proceed.
Assigning a batch to Contribution Details
Assign new financial batch to a contribution from the Accounting Information section when viewing a contact record.
Assigning financial batches to new Contributions
Add financial batches to new Contributions when using Quick Add New Contact.
Adding batches on Bulk Uploads
Financial batches are enabled for Bulk Uploads. Select Apply Contributions to map values from a corresponding column on the import or to apply one batch to all Contributions in the file.
