IO Settings - Administration: How to configure Batch Management Options

How to configure IO Options and Batch Management Options

  1. Go to the Settings page.
    • Using the Navigator Bar, select Settings.
      -or-
    • Using the Settings Card, select Go to Settings.
      Blank_Screen_Nav_to_settins.png
  2. On the Settings page, mark the options under Batch Management that you would like as the default option for all batches. As noted below, some of these options may be changed when you create a batch or when you are posting contributions to a batch.
    batch_management_options.png
    • Require Contribution Batches: When this field is marked, contributions may only be added through posting them through the Batches page and not by using the Contributions page.
      • This option may only be changed on the Settings page.
    • Require Pledge Batches: When this field is marked, pledges may only be added through posting them through the Batches page and not by using the Pledges page.
    • Allow multiple funds per batch: When this field is marked, different funds may be selected as contributions or pledges are posted in a batch. When unmarked, only one fund per batch may be used.
    • Batch Posting - Enable Check # field by default: When this field is marked, the default for each batch will be to prompt for the check number to be entered for each posting. This may be changed per batch or skipped when posting as it is not a required field.
    • Batch Posting - Enable Memo field by default: When this field is marked, the default for each batch will be to prompt for a memo to be entered for each posting. This may be changed per batch or skipped when posting as it is not a required field.
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