A closed batch can't be edited or added to. If a contribution was left out of a closed batch, add it to a new batch with the original batch's name and date. Do this on the Batches page; it's different from a correction batch, which is created on the Contributions page and can't add new postings.

Add Postings With an Append Batch

1. Create a new batch.
2. Give it the same name as the original batch with "append" at the end. If you do this more than once for the same batch, use append01, append02, and so on.
3. Use the same transaction date as the original batch.
4. Post the missing contributions.
5. Close the batch.

After a batch is closed, its contributions are identified only by the batch name and the entry date. When the new batch follows this naming and date convention, your reports show the same results as if the contributions had been in the original batch.

Find the Original and Append Batches

1. On the Batches page, set Status to All in the filter panel.
2. Select Search.
3. In the Search box, enter the first part of the batch name that the original and append batches share.
4. To get every contribution in the listed batches on one worksheet, plus a summary by fund on another, select Export in the toolbar and choose the Batch List report.

Correct or Remove Postings in a Closed Batch

1. Remove an entire closed batch entered in error: an administrator can select Reverse Batch on the Batches page. See NEW! Reverse Batch Button.
2. Wrong Donor, Fund, Contribution Date, Contribution Type, Memo, or Tax Deductible value: create a correction batch.
3. Wrong amount or a posting added in error: Correct or remove a closed batch posting amount.

Updated November 13, 2026 04:51