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In Contributions, transactions are grouped in batches. You must enter the batch's information before you can add transactions to it.

After creating a batch, it is considered open until it is posted, even if you haven't added any transactions yet. All open batches display in the Contributions- Enter Post Transactions window under Open Batches. You can edit batches in this window, but you can only delete batches that do not have transactions associated with them.

When you post a deposit, you can post multiple batches of transactions. However, you can only post other ACS users transactions if you have rights in Add/Edit Users - Contributions Security.

Tip

To display all open contributions batches at a time in the Add/Edit Transactions window, you can right-click within the Open Batches drop-down list and select Mark All. To clear all open batches from this window, you can right-click and select Unmark All.

 To start a new batch of transactions
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Enter/Post Contributions and click Go .
  3. When the Contributions - Enter/Post Transactions window displays, click Add/Edit Transactions.
  4. In the Add/Edit Transactions window, click Start New Batch.
  5. Enter the Batch Number.
  6. Select the batch's Posting Date, or select Use Sunday Date.
  7. Enter the batch's Description and Expected Amount.
  8. If you use Multi-Campus contributions, select the batch's Campus in the drop-down list.
  9. Optional: Select the batch's Service in the drop-down list.
  10. Click OK to save the batch, or click Add Transactions to begin adding transactions to the batch.
 To edit an unposted batch of transactions
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Enter/Post Contributions and click Go .
  3. When the Contributions - Enter/Post Transactions window displays, click Add/Edit Transactions.
  4. In the Add/Edit Transactions window, under Open Batches, select the batch of transactions you want to edit, then click Edit Batch.
  5. In the Edit Batch window, select the appropriate options and click OK.
 To edit a posted transaction batch

You can also use the Contributions Filter to edit batch information for posted batches. When editing a posted batch, any changes you make affect all transactions in the batch.

  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Enter/Post Contributions and click Go .
  3. In the Contributions - Enter/Post Transactions window, click Add/Edit Transactions.
  4. In the Add/Edit Transactions window, select Advanced Filter, then click Select.
  5. In the Contributions - Filter window, select or enter the criteria to locate a transaction in the batch. For example, you could enter the Batch # if you know it, or a select a Post Date range.
  6. After selecting criteria, click OK.
  7. When the filtered results display in the Add/Edit Transactions window, right-click on a transaction in the batch you want to edit, then click Edit Batch Information.
  8. In the Contributions - Edit Posted Batch window, update the batch's Posting Date, Description, Campus, or Service, as necessary. Changing the Post Date updates all transactions in the batch.
  9. When finished, click OK.
 To delete a batch of transactions
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Enter/Post Contributions and click Go .
  3. When the Contributions - Enter/Post Transactions window displays, click Add/Edit Transactions.
  4. In the Add/Edit Transactions window, under Open Batches, select the batch of transactions you want to delete, then click Delete Batch.
  5. When the confirmation message displays, click Yes.
Additional Field Information

Batch #
The batch number is a unique number that groups transactions for entering and posting, and you can change it to any unused number. The next batch number is assigned based on previously posted transactions, including those converted from prior versions.

Once a batch number is used, you cannot reuse that number.

Posting Date
Select the batch's Posting Date. This date defaults to the current date; however, you can change the date, if necessary. You can always post to a prior year as well.

Use Sunday Date
To default the posting date to Sunday, select this option. This defaults to the previous Sunday's date, but you can use the arrows to change it to another Sunday date.

Description
Enter the batch's description.

Expected Amount
Enter the expected amount of contributions in the batch. This amount reconciles the total amount of transactions entered in the batch.

Campus
This field only displays if you use multi-campus contributions. Select the campus to enter the batch for. If the batch is not for a particular campus, leave this field blank. You can only assign the batch to campuses you have rights to, and only ACS users who have rights to the campus can see the batch.

Service
Select the service you are entering the batch for. If you selected a campus, only services attached to that campus display.