IO Settings - Administration: How to configure Batch Management Options

How to configure Batch Management Options

  1. Go to the Settings page.
    • Using the Navigator Bar, select Settings.
      -or-
    • From the Home Page, using the Settings Card, select Go to Settings.
      Navigate_to_Settings.png

  2. On the Settings page, mark the options under Batch Management that you would like as the default option for all batches.
    • If you require batches for contributions, mark that. If you do not, unmark it.
    • If you require batches for pledges, mark that. If you do not, unmark it.
      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.
    • Batch Posting - Default Contributions Default Family lookup: Set the default for any new batch here. Note that once you change while working in the batch, the new ID will become the default until you change it back or go into a new batch.
      Batch_Posting_-_default_contribuitons_default_family_lookup.png
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.