Donations: Batch Gift Entry Part III - Approving Batches

Donations: Batch Gift Entry Part III - Approving Batches

1. This tutorial will cover how to review and approve batches to complete the batch gift entry process within the system.
2. Start by clicking on Fundraising on the Main Menu to open the fundraising sub-menu and then select Batch Gift Entry.

   

3. To view all batches awaiting your review click on the Pending batch Gift Approval tab.

   

4. To review batch, click on the Magnifying Glass icon/button in the Review column to the right of the entry you wish to review.

   

5. This will bring up the review screen which will show all donations entered.

   

6. To remove a single entry, click on the Trash Can icon/button to the right of that entry.

   

7. To approve the batch, thus saving the donations, click on the Approve button in the lower right.
8. To reject a batch, and send it back for correction, click on the Reject button.