How do I create a new Financial Batch?

Overview

Creating a new Financial Batch helps you organize contributions by grouping them together, which makes reconciliation with accounting records easier. 

Step 1: Access the Financial Batch Manager 

1. Open the Sidebar search 

2. Type "Financial Batch Manager" in the search box 

3. Select Financial Batch Manager from the results 

1. Alternatively, navigate to Main Menu > Contributions > Financial Batch Manager 

Step 2: Create a new batch 

1. From the Financial Batch Manager dashboard, click Add New Batch 

2. Select a Designation for the batch 

1. Note: All contributions in a batch must share the same designation 

Step 3: Enter batch details 

1. Fill in the required information: 

1. Name - Enter a descriptive name for the batch 

2. Batch Type - Select the appropriate type 

3. Expected Amount - Enter the total amount you expect this batch to contain 

4. Expected Count - Enter the number of contributions you expect in this batch 

2. Click Save to create the batch 

Step 4: Add additional information (optional) 

1. From the Financial Batch Manager list, click on the Batch Number to open the batch for editing 

2. Add additional details in the following sections: 

1. Accounting Information - Add deposit information 

2. Additional Information - Add notes or other details 

3. Click Save to update the batch information 

What else do you need help with? 

• Understanding Financial Batch Manager 
• How do I add contributions to a batch? 
• How do I close and reopen batches?