Please note: This article assumes you have already created batch templates. If you haven't created batch templates yet, please visit this article first

Written Instructions

Create a New Batch

  • Login to the V2 Admin Portal and navigate to Data Entry > Batch Entry > Batches

  • Click the Add a new Batch + button

  • In the Batch Number text box, provide a name for this batch. It is recommended to use a standard naming convention for your batches. 

  • In the Batch Template search box, type an asterisk (*) and select the template you wish to use for this batch

  • In the Batch Date text box, type the date that you wish to show on donor statements as the gift date

  • In the Batch Details section, in the Planned Number of Items in this Batch, type the number of items this batch contains

  • In the Batch Details section, in the Planned Receipt Amount text box, type the dollar amount from the tape for this batch

  • Review the Selected Template Details section to ensure you selected the correct batch template

  • Click Save & I’m Done

  • Click OK to confirm your batch details

Add Gifts to the Batch

  • In the Batch Details page, click the Add a Batch Item button in the upper right hand corner of the screen

  • In the Gift From ? section, First Name text box, type the first name of the individual and hit your Tab key

  • Potential matching profiles will populate on the right hand side of the screen. 

  • If this is an existing donor: click Select under the name of the individual

  • If this is a new donor: complete the remaining Profile Information fields. The new profile will be created once the gift is saved

  • All text fields are completed by the batch template, except for the dollar amount

  • In the Payment Amount text box, type the dollar amount of the donation

  • If you need to add a gift note, click the Add Note + button

  • Click Save & Add Another to add the next item to this batch

  • Click Save & I’m Done when you have finished adding all of your items for this batch

Post a Batch

  • Navigate to Data Entry > Batch Entry > Batches

  • Click on the name of the batch

  • Click the Save and Post Batch button in the upper right hand corner of the batch details screen

Please note: the Save and Post Batch button will not be available until the Planned Items match the Actual items and the Planned Receipt Amount matches the Actual Receipt Amount

 

 

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