DMO Batches – ParishSOFT

DMO Batches - Process: How to add a new batch
DMO 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
DMO Batches - Contribution Postings: How to delete a contribution that was posted through a batch (still open)
DMO Batches - Contribution Postings: How to edit contributions in an open batch
DMO Batches - Contribution Postings: How to multi-edit postings in an open batch
DMO Batches - Contribution Postings: How to optimize batch posting when the amount is pre-filled from the prior entry
DMO Batches - Contribution Postings: How to post contributions to a batch
DMO Batches - Bulk Process: How to bulk process batches from open status to flagged for review
DMO Batches - Bulk Process: How to bulk-process batches from review to close
DMO Batches - Contribution Postings: How to add contributions to a batch using a scanner
DMO Batches - Contribution Postings: How to change the contribution date or the fund of a contribution posting in an open batch
DMO Batches - Contribution Postings: How to change the donor and/or the amount in a contribution posting of an open batch
DMO Batches - Contribution Postings: How to set up a batch so you can post contributions using the envelope number
DMO Batches - Correction Batch: How to create a correction batch to update the Tax-Deductible status of selected contributions
DMO Batches - Correction: How to add additional postings to a closed batch
DMO 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
DMO Batches - Correction: How to correct the fund of postings that are in a closed batch
DMO Batches - Correction: How to create a correction batch (Donor, Fund, Contribution Date, Contribution Type, Memo, Tax-Deductible Flag)
DMO Batches - Correction: How to create a correction batch to update the donor in a closed batch transaction(s)
DMO Batches - Pledge Postings: How to delete a pledge that was entered through a batch
DMO Batches - Pledge Postings: How to edit pledge postings that were entered through a batch
DMO Batches - Pledge Postings: How to post pledges to a batch
DMO Batches - Postings: How many characters can be entered in the memo field when posting a contribution in a batch?
DMO Batches - Postings: How to change the tax-deductible status of a single contribution when adding postings to a batch
DMO Batches - Process: How do I know if my batch is in balance?
DMO Batches - Process: How to change the fund when adding postings to a batch
DMO Batches - Process: How to close a batch
DMO Batches - Process: How to delete an open batch
DMO Batches - Process: How to edit or view the Batch Details record (Fund, Name, Description, Counts, Amounts) or How to make the close button live when the batch is in review
DMO Batches - Process: How to ensure data integrity when posting a batch