IO Settings - Postings: How to configure the Batch Management Settings to require batches or not; why is there no + on my contributions page

How to configure the Batch Management Settings to require batches or not; why is there no + on my contributions page

If you are new to our Redesigned Offering Module, you may benefit from reading the article, How to navigate the Redesigned Offering Module.

  1. Go to the Settings page.
    • Using the Navigator Bar, select Settings.
      -or-
    • Using the Settings Card on the Home page, select Go to Settings.
      Navigate_to_Settings.png
  2. On the Settings page, under Batch Management, mark the option(s) according to your preference: mark it to require batches for postings or unmark it to not require batches for postings. 
    • If the setting is marked to require batches, you will not see a + sign on the Contributions page to add postings as you may only do it through a batch due to this setting.
      require_batches.png
      Once the option to require batches has been marked for either category:
    • The Contributions page and/or the Pledges page will still be available to view postings but they may only be added through the Batches page.
    • The Pledges page may still be used to make pledge adjustments. 
  3. Save your settings.
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