Overview
Closing a batch prevents further edits to ensure accuracy for accounting reconciliation, while reopening allows you to make necessary adjustments when needed.
Step 1: Prepare to close a batch
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Open the batch you want to close by clicking on its Batch Number in Financial Batch Manager
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Verify that the Expected Amount matches the Actual Amount
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Verify that the Expected Count matches the Actual Count
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Note: These must match exactly before you can close the batch
Step 2: Close the batch
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From the batch details page, click the More dropdown menu
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Select Close Batch
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A dialog will appear asking if you want to apply the Deposit Date and Deposit Number to all contributions in the batch
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Select Yes if you want to add this information to all contributions
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Select No if you want to keep the existing deposit information
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Confirm to complete the batch closing process
Step 3: Understand batch closure limitations
Once a batch is closed:
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Contribution fields cannot be edited except for Notes
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Batch information cannot be edited
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Contributions cannot be added to or removed from the batch
Step 4: Reopen a batch (if necessary)
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Navigate to the closed batch you need to edit
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Click the More dropdown menu
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Select Reopen Batch
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Confirm your choice when prompted
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The batch is now reopened and available for editing
Step 5: Make changes and re-close the batch
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Make your necessary changes to the batch or its contributions
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Ensure Expected and Actual Amounts and Counts match again
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Follow Step 2 to re-close the batch when finished
What else do you need help with?
- Understanding Financial Batch Manager
- How do I create a new Financial Batch?
- How do I use pre-filtered reports for Financial Batches?