The Batch Details page is where a batch is first created. It holds the pledge and contribution counts and amounts that the postings must match before the batch can be moved to Review and closed. It also shows the Batch Owner, the person who created the batch; in some organizations, only the batch owner can close it.

Important: You must enter a Reason when you change the Batch Details record, or you'll get an error and the Reason box is outlined in red. The Reason box is at the bottom of the page.

Note: Only the Contribution Amount and Pledge Amount are required to move a batch to Review and Closed. The count fields are optional but highly encouraged.

Edit or View the Batch Details

You can edit the Batch Details for an Open or Review batch. A closed batch can't be edited: to fix individual postings, create a correction batch. 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.

1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
2. Select Batches.
3. In the filter panel, set Status to Open or Review.
4. Select Search.
5. If the batch isn't listed, search for the batch.
6. Select the batch ID and name link. The Batch Details page opens.
7. Click into a field and enter the correct value. You can press Tab to move to the next field.
   • To change the pledge totals, replace the Pledge Count or Pledge Amount.
   • To change the contribution totals, replace the Contribution Count or Contribution Amount.
8. Scroll down and enter a Reason.
9. Select Save.
10. To export the record, select Export in the upper-right corner.

Updated November 13, 2026 05:03