Comparing Quick Entry Vs. Detailed Batches
Batch Type | Step 1 | Step 2 | Step 3 (Optional) | ||
Detailed Posting | Open | ≡ | Open | → | Closed |
Notes: | At this stage the batch is open to receiving more contribution postings. Each posting is immediately registered in the giving history, but is still open to editing. | At this stage contributions cannot be added, edited, or deleted within this batch and a new batch would have to be started. | |||
Quick Entry | Quick Entry | → | Committed | → | Closed |
Notes: | This type of batch may be likened to a digital excel sheet waiting to be imported. In the Quick Entry batch the postings are not yet in each family's giving history. | Contributions are now in each family's giving history. To add, edit, or delete contributions to this batch, they must be done through the Detailed posting screen with this batch selected. | At this stage contributions cannot be added, edited, or deleted within this batch and a new batch would have to be started. |
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