IO Batches - Process: How to edit or view the Batch Details record

How to edit or view the Batch Details record

A reason must be entered when you update the Batch Details record or you will get an error message and the Reason text box will be outlined in red. This is explained below also.

  • The Batch Details page is where a batch is added including the counts and amounts for pledges and contributions.
  • Once the Batch Details information is populated, the pledge and contribution record postings much match the counts and amounts on this page in order for the batch to be flagged for review and/or closed.
  • The Batch Details page shows who the batch owner is. In some organizations, only the batch owner may close the batch.
  • If you later determine the information on the Batch Details page is incorrect, you may edit this information as follows:
  1. Go to the Batches page.
    1. Using the Navigator Bar, select Batches.
      -or-
    2. Using the Batches Card, select Open.Batches.png
  2. If the batch is not visible on your screen, you may need to search for the batch.
  3. To edit or view the Batch Details, click the batch link. This will open the Batch Details page.
    • Scroll down to the bottom of the Batch Details page to see the batch owner.
      edit_batch_details_card_and_grid_views.png
  4. As long as the batch is still open, you may click into any of the active fields and make changes.
    • Once you click into a field, you may tab to the next field. The current data will be highlighted and you may then simply type in the correct data. 
    • To change the Pledge Count or Pledge Amount, click into the field and replace the entry with the correct numbers.
    • To change the Contribution Count or Contribution Amount, click into the field and replace the entry with the correct numbers.
    • A reason must be entered when you update the Batch Details record or you will get an error message and the Reason text box will be outlined in red.
      edit_Batch_Details.png
  5. You may export this record by using the Export button in the top right corner.
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.