DM Batches - Postings: How to post contributions in a batch

How to post contributions in a batch

  1. How you get to the postings page depends on where you start.
    • Once a new batch has been saved, you may immediately begin adding postings by selecting the Postings action button in the upper right of the Batches Page.
      Izzy-Nav_Batches_Postings.png
    • Or, if you have left the batches page and need to navigate back to the batch, see How to search for a batch. Once there:
      • Click the Postings button for the batch (card view).
        Izzy_Batches_Card-View_Postings-Button.png
      • Or the Postings action button (grid view)
        Izzy_Batches_Grid-View_Postings-Action-Icon.png
  2. The Contributions posting page is the default.
  3. After filling in the information for each contribution in the batch, click the Save button.
  4. If you get a message that says, "Error saving Batch Contribution." click the information icon to get more details on the error. 
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