Summary: This article explores the features accessible through the Admin Batch Giving page, including viewing, filtering, and committing batches. It also covers how to resolve unmatched entries and utilize new keyboard navigation shortcuts for faster data entry.
Before You Begin
Permissions: You must have Admin or Account Owner permissions to access Admin Batch Giving.
Commit Warning: Once a batch is Committed, you cannot add or remove entries, change the batch name, or change the location. Ensure all data is correct before finalizing.
Status Definitions:
Uncommitted: Editable; not yet processed.
Committed: Finalized; transactions are processed.
Pending/Partially Successful: Processing in progress or requires attention.
Step-by-Step Instructions
Viewing and Filtering Batches
Navigate to Giving > Admin Batch Giving. You will land on the main Batches page.
Filter your view (Optional). Use the filters to sort by Location, Date, or Status. You can select multiple filters simultaneously to find specific records.
Review Batch Data. The table displays the following information:
# of Entries: Total transaction entries in the batch.
Batch Name: Generated upon creation (cannot be edited after committing).
Date: Date the batch was opened (cannot be changed).
Location: Associated campus/location (cannot be changed once created).
Batch Amount: Total sum of transactions in the batch.
Status: Current state (Uncommitted, Committed, Pending, etc.).
Committing a Batch
Locate an Uncommitted batch.
Click the ellipses (...) to the right of the batch row.
Select Commit Batch.
Note: Make any necessary edits to transactions before this step.
Choose your Receipt Option. A notice will appear confirming that the batch will become locked. Proceed by selecting either:
Commit Batch (Sends email receipts to donors).
Commit without sending email receipts.
Managing Unmatched Entries
If a donation was recorded with "Unable to Choose Donor," it becomes an Unmatched Entry.
Click Unmatched Entries. Located in the top-right corner of the Admin Batch Giving page.
Select a donation from the list.
Type the donor's name in the Add a Donor field on the right-hand panel.
Click Update.
Select your next action. A modal will ask if you want to email the donor, view the batch, or exit to continue matching other entries.
Keyboard Shortcuts & Accessibility Updates
To improve speed and accessibility for admins who prefer keyboard navigation over mouse clicking, the following updates have been made to the entry form:
Donor Selection Tabbing: You can now Tab into the Donor field, type a name, and continue hitting Tab to navigate through the dropdown results. Hit Enter to select the correct donor.
Gift Date Navigation: When you Tab to the Gift Date field:
Hit Enter to open the calendar picker.
Use the Arrow Keys to move through dates.
Hit Enter again to select the specific date.
Next Entry Loop: After entering all donation details, Tab to the Next Entry button and hit Enter.
The system will save the entry and automatically return focus to the Donor field.
This allows you to immediately start typing the next donor's name without needing to click back into the field manually.
Troubleshooting & FAQs
Can I change the Location of a batch? No. Once a batch is created, the location is fixed. If the batch is Uncommitted, you can delete the batch and recreate it with the correct location. If it is Committed, the location cannot be changed.
Can I edit a batch after committing it? You cannot add or remove entries from a committed batch. However, you can edit specific fields (like fund designation) on individual transactions by going to the main Transactions list.