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Open Batches

Created: 11/06/2017Updated: 04/20/2018


If a batch has not been posted, you can add contributions to that batch and you can make corrections to individual contributions in that batch.

Add Contributions to Existing Batch

To add contributions to an existing batch, find the batch by selecting Search by Batch under the Contributions menu. Double click on the batch you need to modify. From the batch window, click on the +Add in the lower left to start adding new contributions. batch

Correct a Contribution

To correct a contribution that has already been recorded in Roll Call, you will need to find that specific contribution. If you know the batch it was in, click on Search by Batch under the Contributions menu. Double click on the batch. Double click on the specific contribution. If you know the person that made the contribution, select Search by Person under the Contributions menu. Double click on the appropriate person. Find the contributions on the left side, double click on it. Make the necessary changes.

To change the total amount, date, or type, place your cursor in the field and make the correction. To change the fund it was designated to, use the drop down to the right of designation and choose the correct fund.

To change the donor, click on the TRANSFER button and enter the last name for the correct donor. Select the appropriate person from the list.

Click SAVE & CLOSE to save the changes to the contributions record and return to the Search screen. transfercontributiongif


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