Fundraising: Batch Gift Entry Part III: Approving Batches
- This tutorial will cover how to review and approve batches to complete the batch gift entry process within the system.
- Start by clicking on the Main Menu(3 bars) in the upper right and in the Active Modules section, under Fundraising, select Batch Gift Entry.
- To view all batches awaiting your review click on the Pending batch Gift Approval tab.
- To review batch, click on the (+) button in the Review column to the right of the entry you with to review.
- This will bring up the review screen which will show all donations entered.
- To remove a single entry, click on the (-) button to the right of that entry.
- To approve the batch, thus saving the donations, click on the Approve button in the lower right.
- To reject a batch, and send it back for correction, click on the Reject button.