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Creating a Batch

Before anything can be scanned, a batch must be created. The batch information helps locate contributions for editing purposes at a later time. It also provides an audit trail for editing purposes.

Tip! Develop a convention for naming batches. If the naming convention is consistent, it is much easier to search for batches. A suggested convention is date-initials of the scanner-batch number (or service time). For example, 010613-tjc-9AM.

Decide how you want to name batches with the whole team responsible for entering contributions. Agree to stick to the same naming convention.

To create a batch

1. Select File > New Batch from the menu options. The Batch dialog box appears.
2. Type a name for the batch in the Batch Name field. Make sure that the name is unique for each batch you create.
3. Type the total amount for the batch in the Batch Amount field. This amount should be taken from the 10-key receipt created when the batch was separated from the total contributions collected. See Contributions Workflow for tips.
4. Click OK. The dialog box closes and the Contributions workspace appears.

Note: Once a batch is created, the fields in the workspace will activate and are ready for the first scanned contribution.