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Saving Batch Designations

After submitting your batch from the Contributions application, you are ready to match contributors to their contributions, apply batch designations and save your batch.

To save batch designations

  1. Click Giving > Contributions > Scanned Contributions. Your batches appear in date order with the most recent batches on top.
  2. Optionally, use the filters in the Show... area on the right side of the page to display Pending batches only.
  3. Click the actions gear beside any pending batch and select View/Edit batch. The batch opens to display all of the scanned contributions.
  4. Next, determine if you want to save the batch as a single fund/sub fund batch or a split fund batch.
Closed Single batches

A Single batch refers to a batch in which every item in the batch is attributed to a single fund.

Contributors will be automatically matched based on routing and account numbers. The attributed names are listed in the Attributed To column.

Any items that aren’t matched automatically must be matched by clicking Match. Once matching is complete, apply the following to the batch:

ClosedSplit fund batches

A Split Fund batch refers to a batch in which every item in the batch has multiple designations. If the batch is a Split batch the following information will be requested in order to save the batch:

Each contribution must be balanced before the batch can be successfully saved. As shown in the image below, the total scanned amount must be balanced between the fund designations.

Balance every split contribution making sure to match contributions to contributors. Once completed, apply the following to the batch: