Overview: Entering Batches
1.Decide whether this is a donation batch or a transfer batch.
Donation batches are primarily donations, but include any type of incoming funds including material sales, conference revenue, etc.
2.Select the <New Batches> link.
3.Press the <New Batch> button.
4.Enter a descriptive name for the batch.
5.Verify the batch will post in the correct period (typically the open period).
6.Select the date of the batch.
7.Press the <Next> button.
8.Enter the payment type(s) and amount(s) for each payment type.
9.Press the <Next> button.
10.Enter the contributions in the batch.
11.Press the <Mark Complete> button.
12.The batch will now be ready for Approval and appear in the Approve Batches screen.
Read More
Creating a new Donation Batch
Entering a Donation
Creating a new Transfer Batch
Video: Batch Entry Screen Overview
Video: Creating a new Donation Batch
Video: Transfer Batches
Video: Reverse-Correct-Refund Overview