Adding contributions through a batch saves time because the batch defaults fill in some fields for you. A batch must be reviewed and then closed before its contributions appear on reports or statements, which helps keep your data accurate.

Note: Your administrator can configure batch management options on the Settings page. For tips, see Ensure data integrity when posting a batch.

Create a Batch

1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
2. Select Batches.
3. To avoid duplicates, search for the batch before adding it.
4. Select Add in the upper-right corner. The Batch Details page opens.
5. Enter the batch information.
   • For field descriptions, see Batch Details.
   • You can leave the count fields blank, and they won't be compared to the actual counts when you close the batch. If you enter counts and they don't match, you can't close the batch.
   • The fund you select becomes the default fund for the batch.
   • Some options are allowed or restricted by your settings.
6. Select Save.
7. Add postings:
   • Add pledge postings to a batch. If pledges are required for the fund, enter the donor's pledge before any contribution postings.
   • Add contribution postings to a batch.
8. When the postings are complete, check that the batch details are correct.
9. When the posting counts and amounts match the batch details, select Review, and let your reviewer know the batch is ready for review.

Review the Batch and Make Corrections

A batch must be reviewed before it can be closed. Review gives a second person a chance to check the batch, and postings can still be edited during review.

1. Generate a Postings List Report. Have the checks, credit card receipts, and cash on hand for contributions, and the pledge cards for pledges.
2. Check that each contribution or pledge has the correct donor, date, amount, and fund. Edit any posting that is wrong.
3. If you changed any amounts, make sure the batch is in balance. If it isn't, and every posting is correct, edit the Batch Details record.

Close the Batch

After the batch is reviewed and the numbers match, you can close it.

1. Until a batch is closed, its transactions don't appear on statements.
2. After a batch is closed, its postings can't be edited.
3. To fix individual postings in a closed batch, create a correction batch.
4. A system, parish, or diocesan administrator can select Reverse Batch on the Batches page to remove an entire closed batch that was entered in error. This creates a reversal batch, named after the original with "- Reversal" added, that negates every contribution. The reversal batch starts in Review and must be closed. Pledges are not reversed, and a batch already integrated with ParishSOFT Accounting can't be reversed. For details, see NEW! Reverse Batch Button.

Updated November 13, 2026 04:59