How to configure the Batch Management Settings to require batches or not; why is there no + on my contributions page
If you are new to our Redesigned Offering Module, you may benefit from reading the article, How to navigate the Redesigned Offering Module.
- Go to the Settings page.
- Using the Navigator Bar, select Settings.
-or- - Using the Settings Card on the Home page, select Go to Settings.
- Using the Navigator Bar, select Settings.
- On the Settings page, under Batch Management, mark the option(s) according to your preference: mark it to require batches for postings or unmark it to not require batches for postings.
- If the setting is marked to require batches, you will not see a + sign on the Contributions page to add postings as you may only do it through a batch due to this setting.
Once the option to require batches has been marked for either category: - The Contributions page and/or the Pledges page will still be available to view postings but they may only be added through the Batches page.
- The Pledges page may still be used to make pledge adjustments.
- If the setting is marked to require batches, you will not see a + sign on the Contributions page to add postings as you may only do it through a batch due to this setting.
- Save your settings.
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