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[BETA USERS] Admin Batch Giving: Viewing and Committing your Batches

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In this article, we will explore the features accessible through the Batch page in Admin Batch Giving.

Viewing your Batches

  1. From the Giving tab, navigate to Admin Batch Giving.
  2. You will land on the Batches page.

Here is an overview of each column and the data it displays:

Column Data Explanation
# of Entries This is the total amount of transaction entries recorded within that batch.
Batch Name This is the batch name that was generated upon batch creation. The batch name cannot be edited after the batch has been committed.
Date The date that the batch was opened. This date cannot be changed.
Location The location that the batch was associated to. This cannot be changed once the batch has been created, but the batch can be deleted and recreated if you haven't committed the batch yet.

Batch Amount

 This is the total sum of transaction entries recorded within that batch.

Status

 The status of the batch. This could either be Uncommitted, Committed, Pending or Partially Successful. Once a batch has been committed, transactions cannot be removed from the batch, but certain fields can be edited. 

 

Committing a Batch

Before committing a batch, pay close attention to this notice. After committing a batch, you will not be able to add additional entries to a batch, nor remove entries from that batch. You will have the ability to commit the batch without sending email receipts if you wish. 

  1. From the Giving tab, navigate to Admin Batch Giving.
  2. Beside one of your uncommitted batches, select the elipsis (...) to the right. 
  3. Make any edits needed to the batch before proceeding.
  4. Select Commit Batch when ready.
  5. You will receive a Commit Batch notice that will inform you of what you will not be able to change after committing a batch. Proceed by either selecting Commit Batch or Commit without sending email receipts.

Filtering Batches

When filtering your batches, you will the option to filter down by Location, by Date and by Status. You will be able to filter by multiple selections at the same time. 

 

Viewing Unmatched Entries

When Recording and Processing Donations in Admin Batch Giving, you will have the ability to select Unable to Choose Donor while associating a donation with a donor. This will create an unmatched entry. Here's how to resolve these: 

  1. From the Giving tab, navigate to Admin Batch Giving.
  2. Towards the top-right hand corner, select Unmatched Entries. Here you will see a list of entries that have not yet been matched to a donor.
  3. Begin by selecting a donation on the right-hand panel, and type the corresponding donor's name in the Add a Donor field. 
  4. Select Update.
  5. Once matched, you will receive a modal that will let you decide whether to email the donor you just associated that donation, view the batch with the association donation, or exit the modal to continue associating unmatched entries.

Within Unmatched Entries, you will also have the ability to filter down your entries based on Date, Fund and Type.

 

 

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