IO Batches - Pledge Postings: How to post pledges to a batch

How to post pledges to a batch

  1. Navigate to the Batches page using one of the following methods:
    • From the Navigator Bar, select Batches.
      -or-
    • From the Batches Card, select Open.
      Batches.png
  2. If you have the batch in view, go to the next step, (#3). Otherwise, search for the batch
  3. If you are on the Batch Details page, click the postings button in the upper right corner. If you are on the Batches page, click the Postings button at the bottom left of the card.
    select_Batch_Postings_from_details_or_batches_card.png
  4. The default postings page is for contributions. To add pledges, click the Pledges tab.Go_to_Pledges.png
  5. On the Pledges page, click the Add Pledge button. The default settings for pledge entry such as fund, posting date, and the member identifier field (Member ID, Family ID, Envelope Number, etc.) are set on the Batch Details page when the batch is created. These defaults may be changed in the Defaults panel on the right of the screen.
    Add_Pledge_and_Defaults_Panel.png
    • Note that the Pledge Date defaults to the field called Contribution Date. The Contribution Date is also used for a first-time payment added here, in the pledge record, as is the default Contribution Type. See the next step for more details on this.
  6. As you scroll down the pledge entry page there are additional entry fields.
    full_pledge_entry_page_with_bottom_half_highlighted.png
    • Select the Pledge Frequency and Statement Months.
  7. At the very bottom of the Pledge page, you may enter an initial contribution. This saves you from toggling back and forth from the Pledges page to the Contributions page and from re-entering the identifying information.
    • Once you save the pledge record, the initial contribution will be listed on the Contributions page.
    • Simply enter the contribution information in the provided fields.
    • If there is no initial contribution with this pledge, skip this step.
    • If you do not add an initial contribution before saving the pledge, your only option will be to add the contribution through the contributions tab. Once the Save Pledge button has been clicked (as shown in #7), the option to add an initial contribution through the Pledges screen is not available.
  8. To save the pledge record, click the Save Pledge button at the top of the page. To add an additional pledge, you must click the Add Pledge button again.
    save_Pledge.png
  9. At any time during pledge entry, you may review your work by clicking the Hide Pledge Editor button. The Pledge Editor/Entry screen will retract and the list of pledges you have entered for this batch will display.
    hide_pledge_editor_with_list.png
  10. To continue adding pledges, simply click the Add Pledge button.
  11. Once all of the postings for this batch have been entered and the batch is in balance, you may submit the batch for review.
  12. After the batch has been reviewed, it may be closed.
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