Donations: Batch Gift Entry Part I - Creating and Assigning Batches

Donations: Batch Gift Entry Part I - Creating and Assigning Batches

1. This tutorial will cover how to create and assign batches for batch gift entry within the system.
2. The batch gift entry process allows you to enter multiple donations from multiple contacts via single process.
3. To create a new batch for entry, start by clicking on Fundraising on the Main Menu to open the fundraising sub-menu and then click on Batch Gift Entry under the Fundraising header.

   

4. This will show a list of all currently configured batches.

   

5. To create a new batch, click on the New Batch button in the lower right of the screen.

   

6. On the resulting screen, start by entering a relevant Batch Name and Description in the respective fields.

   

7. By default, all batches start with a number of required fields already included for entry.

   

8. To add Additional Fields to be used for data entry, click on the Available Fields drop-down menu, and select the fields you wish to add by checking the field from the drop down.

   

9. When you have selected the fields you wish to add, click on Apply at the bottom of the drop-down menu.

   

10. To set a field as required during the data entry process, check the Required check-box for that field.

    

11. If you wish to set a default value for a field, so as to reduce work during the entry process, you may indicate this using the Default Value column for most fields.

    

12. If a value will be the same for all instances of a field within a batch, you may mark the “Common for All” check-box for that field.

    

13. When you have finished configuring the fields for a batch, click on Save and you will be taken to the next screen to assign the users who are allowed to complete the entry process.

    

14. If you wish to be the only user to enter values, select the Self button.

    

15. If you wish for other users to be able to complete the data entry process, mark Select User, and from the provided drop-down menu, select those users you desire.

    

16. Once you have selected yourself or other users for data entry, click on the Save button in the lower right of the screen.

    

17. At this point the batches have been assigned to the selected users, and you may return to the list of batches.

    

18. To assign more users to a batch, click on the Assign Users button to the right of that batch.

    

19. To copy a batch, click on the drop-down next to Assign Users and select Copy