Financial Batch Gift Entry Overview
Financial Batch Manager helps streamline the process of entering contribution data. It is designed to make data entry faster for staff and reduce errors when recording gifts.
Batches are especially useful when entering multiple contributions at once, such as checks, cash, or in-app payments. You can also customize how contribution fields appear during entry, depending on the type of gift you’re processing.
Quick Entry Configurations allow you to control which fields appear when entering gifts. This is helpful when:
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Processing different payment methods
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Entering gifts from a specific effort
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Entering contributions from new contacts
If you use data sharing, configurations must be created separately for each committee you access.
Review the article below to learn how to customize and use batch gift entry effectively.
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