Gift Batches

With batches, you can quickly add multiple gift records together as a group. For example, you can enter a batch of the week's one-time gifts paid by check. You can save batches in progress, such as to return to it and continue adding gift details later. This is helpful when you might not have all information for a gift — you can enter some details, save your progress, and return to enter details and add new gifts later.

To help ensure accuracy, batch entry also includes validation and approval processes. For example, if you save a batch missing required fields, such as Constituent, Amount, or Gift date, you receive exception messages and can't approve the batch until you enter those details. If your organization has review and approval policies for gift entry, you can save a batch and have another user review or approve it.