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