IO Batches – ParishSOFT

IO Batches - Process: How to add a new batch
IO Batches - Bulk Process: How to bulk process batches from open status to flagged for review
IO Batches - Bulk Process: How to bulk-process batches from review to close
IO Batches - Contribution Postings: How to add contributions to a batch using a scanner
IO Batches - Contribution Postings: How to change the contribution date or the fund of a contribution posting in an open batch
IO Batches - Contribution Postings: How to change the donor and/or the amount in a contribution posting of an open batch
IO Batches - Contribution Postings: How to change the following default values while in the process of adding postings to a batch: Fund, Contribution Type, Contribution Date, Default Donor Lookup
IO Batches - Contribution Postings: How to delete a contribution that was posted through a batch (still open)
IO Batches - Contribution Postings: How to edit contributions in an open batch
IO Batches - Contribution Postings: How to multi-edit postings in an open batch
IO Batches - Contribution Postings: How to optimize batch posting when the amount is pre-filled from the prior entry
IO Batches - Contribution Postings: How to post contributions to a batch
IO Batches - Contribution Postings: How to set up a batch so you can post contributions using the envelope number
IO Batches - Correction: How to add additional postings to a closed batch
IO Batches - Correction: How to correct or remove a closed batch posting amount due to the entry being an NSF, wrong amount, or entered in error
IO Batches - Correction: How to correct the fund of postings that are in a closed batch
IO Batches - Correction: How to create a correction batch (Donor, Fund, Contribution Date, Contribution Type, Memo, Tax-Deductible Flag)
IO Batches - Mapping: How to add the bank account to a batch when accounting integration is turned on
IO Batches - Pledge Postings: How to delete a pledge that was entered through a batch
IO Batches - Pledge Postings: How to edit pledge postings that were entered through a batch
IO Batches - Pledge Postings: How to post pledges to a batch
IO Batches - Process: How do I know if my batch is in balance?
IO Batches - Process: How to change the fund when adding postings to a batch
IO Batches - Process: How to close a batch
IO Batches - Process: How to delete an open batch
IO Batches - Process: How to edit or view the Batch Details record (Fund, Name, Description, Counts, Amounts)
IO Batches - Process: How to ensure data integrity when posting a batch
IO Batches - Process: How to find batches that have been flagged for review
IO Batches - Process: How to flag a batch for review
IO Batches - Process: How to handle a Status code 500 error when trying to close a batch