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. Some of these settings may be changed for a particular batch on the batch details page* and again on the defaults panel** on the posting page.
    • 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.
      BatchManagement_Whole_Screen.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 set 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.
      • This option may only be set on the Settings 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.
      • This option may only be set on the Settings page.
    • Batch posting - Use Pledges by Default: As postings are added to a batch, if this is marked the software will search for a Pledge record to match with the payment. If it is not marked, no search will be done and if there is a Pledge record for the posted donor/fund, you must apply the payment to the pledge through the Pledges page in the Total Amount field. The benefit of turning the research off is faster processing speeds. The con is that you must hand match payments to pledges.
      • Choose the option here that is true for the majority of your batches
      • This option may be changed for a particular batch on the Batch Details page when you first create a batch. Once you save the batch details record, it may not be changed.
    • 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. 
      • Choose the option here that is true for the majority of your batches
      • This option may be changed for a particular batch on the Batch Details page
      • It may also be changed on the defaults panel of the Postings page.
      • This field may be 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.
      • Choose the option here that is true for the majority of your batches
      • This option may be changed for a particular batch on the Batch Details page
      • It may also be changed on the defaults panel of the Postings page.
      • This field may be 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.
      • Choose the option here that is true for the majority of your batches
      • This option may be changed for a particular batch on the Batch Details page
      • It may also be changed on the defaults panel of the Postings page.
        Batch_Management_Options.2.png
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