Batch Codes

Batch codes are labels that can be assigned to groups of donations to categorize them. A batch of donations are posted together and share the same donation date.

Common uses of batches codes include;

  • Distinguishing special events from regular giving

  • Separating batches of online donations

  • Differentiating between multiple service times on the same day

Access Batch Codes

To access from the Button Bar, go to Donations > Batch Codes.

To access from Enter Donations, click the plus next to the batch code field.

Manage Batch Codes

Add a Batch Code

  1. Enter a code abbreviation and description

  2. Click

Edit a Batch Code

  1. Click in the cell you want to edit.

  2. Key in the correction.

  3. Click to save and close.

Remove a Batch Code

Batch codes that have had use in donations can not be deleted, even it's only recorded in reversals.

  1. Select the unused Batch code.

  2. Click .

  3. Confirm the removal.

  4. If the code can not be removed, you'll see this message.