You can batch online donations, or checks and cash together to reflect your bank deposits.
- Go to Finances
- Click the Deposits tab
If you have no batches, you will see a notice: (No batches found. Click here to add one.)
To create a new batch, click the link, then select type of transactions you want to batch together into a deposit and and the date-range to include. The system will return all transactions that match your search request that have not yet already been included in another batch.
Check the transactions you want to include in the batch, scroll to the bottom of the list, and click save. This will group each of the transactions into a batch (e.g. a deposit)
Note: You cannot ever batch online and offline transactions together.
Alternative: You can batch online donations at the time of matching them if you prefer. You would need to match them in concert with your normal deposits but if you chose to do it this way, you can take advantage of this feature. At the bottom of the match online contribution page, click 'yes' to batch them, then define the batch number or identifier.