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 contribution date of a transaction in a closed batch posting
DMO Batches - Correction Batch: How to create a correction batch to update the tax-deductible status of a transaction in a closed batch posting
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 create a correction batch (Donor, Fund, Contribution Date, Contribution Type, Memo, Tax-Deductible Flag)
DMO Batches - Correction: How to create a correction batch to reverse a whole closed batch by using the memo field
DMO Batches - Correction: How to create a correction batch to update the donor in a closed batch posting
DMO Batches - Correction: How to create a correction batch to update the fund in a closed batch posting
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