Batch Record Details
The batch record contains details about the batch, such as its name or description, its status (for example, open or closed), and the name of the person who created the batch.
The list below provides information about each field in the batch record. Refer to this list when you add a new batch or edit the details for an existing one. Click the arrowhead next to a field name to expand it and view its description.
An asterisk (*) indicates required information.
Defaults to the name of the organization of the logged-in user who created (owns) the batch.
FundFund *
The default fund for pledges and contributions posted in the batch. This field can be edited for open batches only.
Batch DescriptionBatch Description *
Text description assigned to the batch when it was created.
Status of the batch as one of the following: Open, Review, or Closed. This is a system-assigned (read-only) field that cannot be edited in batch details.
The default date assigned to pledges and contributions posted in the batch. The posting date is the date contributions and pledges were given--not the date they were entered into the system.
Date and time the batch was closed.
Date and time the batch was created. This is a system-assigned (read-only) field that cannot be edited.
Indicates how the batch was created, for example, manually created or from a lockbox import. This is a system-assigned (read-only) field that cannot be edited.
Display Check Number in PostingDisplay Check Number in Posting
Select the checkbox if you want the Check Number field to show on the Contribution Posting form so users can enter a check number for contributions paid by check.
Display Memo in PostingDisplay Memo in Posting
Select the checkbox if you want the Memo field to show on the Contribution Posting form so users can record notes related to the transaction being posted.
Default Contribution TypeDefault Contribution Type *
Sets the default method of payment used to fund contributions (for example, Check). From the dropdown list, select the payment method to show by default in the Contribution Type field.
Specifying a default value for this field relieves the user from having to repeatedly select a value when entering records into the batch. Note that even though a default value is displayed, during data entry users can override it if it does not apply to a given pledge or contribution by selecting a different value from the dropdown list.
The values shown in the Contribution Type dropdown list are managed lookups, which are defined on the Settings page. For details, go to About the DM Settings Page#Lookups_Tab.
Default Family LookupDefault Family Lookup
Sets the default value (for example, Family ID) for the Lookup ID field, which is used to search for the donor record during data entry. From the dropdown list, select the value to show by default in the field.
Specifying a default value relieves the user from having to repeatedly select a value when entering records into the batch. Note that even though the field shows a default value, during data entry users can change override it if it does not apply to a given pledge or contribution by selecting a different value from the dropdown list.
Default Pledge Appeal CodeDefault Pledge Appeal Code
Sets the default value (for example, In Pew) for the Appeal Code field, which is used to specify the method used to solicit the pledge. From the dropdown list, select the value to show by default in the field.
Specifying a default value relieves the user from having to repeatedly select a value when entering records into the batch. Note that even though the field shows a default value, during data entry users can change override it if it does not apply to a given pledge or contribution by selecting a different value from the dropdown list.
Name of the individual who created the batch. This is a system-assigned (read-only) field that cannot be edited.
Projected number of pledges in the batch.
Projected total dollar amount of pledges in the batch.
Contribution CountContribution Count
Projected number of contributions in the batch.
Contribution AmountContribution Amount
Projected total dollar amount of contributions in the batch.
Use this text field to enter additional information about the batch.
If editing a batch, you must supply a reason for the change in this field.
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