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  5. IO Batches

IO Batches

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  • 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 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 delete a contribution that was posted through a batch
  • 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 post contributions to a batch
  • IO Batches - Correction: How to add additional postings to a closed batch
  • IO Batches - Correction: How to correct a closed batch posting that was added in error or for the wrong amount
  • IO Batches - Correction: How to create a correction batch (Donor, Fund, Contribution Date, Contribution Type, Memo, Tax-Deductible Flag)
  • IO Batches - Delete: How to delete an open batch that has postings
  • 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 - Postings: How to set up a batch so you can post contributions using the envelope number
  • IO Batches - Process: How do I know if my batch is in balance?
  • IO Batches - Process: How to add a new batch
  • IO Batches - Process: How to close a batch
  • IO Batches - Process: How to edit or view the Batch Details record
  • IO Batches - Process: How to ensure data integrity when posting a batch
  • IO Batches - Process: How to flag a batch for review
  • IO Batches - Process: How to move through the batch process from Create & Post to Review & Edit to Close
  • IO Batches - Process: How to search for a batch
  • IO Batches - Process: Why can't I close my batch?
  • IO Batches - Review: How to export contribution and pledge records from the Batch Postings page
  • IO Batches - Review: How to review a batch
  • IO Batches, - Correction: How to delete a closed batch
  • IO Postings - Lookup ID: How to set the Default Donor Lookup field when entering contributions either directly or through a batch
  • IO Postings - Lookup ID: How to use the Lookup ID option on both batch posting entry and contribution entry pages

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