How to Fix Batch Detail Errors

If your batch is not balanced, one of the first places to check is these batch details:

• Pledge Count
• Pledge Amount
• Contribution Count
• Contribution Amount

Follow these steps:

1. Generate a Postings List Report. For instructions, go to How to Create a Postings List Report for a Batch.
2. Compare the batch details with the information in the Postings List report. Specifically, check the following:
   • Counts: verify that the actual number of pledges and/or contributions posted to the batch match the information in the report. If the counts do not match, check whether a pledge or contribution in the stack was not counted during batch intake. Also check whether the same contribution or pledge in the stack was posted more than once. These are common errors that can affect counts.
   • Amounts: verify the total dollar amount of pledges and/or contributions in the batch match the information in the report. If the dollar totals do not match, compare the total in the Amount field for the batch with the 10-key (calculator) total made for the intake stack. 
3. If you discover an error in the batch details, edit those details. For instructions, go to How to Edit the Details for a Batch.
4. Re-run the Postings List report and verify the changes you made.

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