Managing donation batches

In this article

Adding a batch
Adding donations to a batch
Working with batches

Adding a batch

Go to Giving > Batches > Add batch.

Toggle between creating a new batch or adding to an existing batch (see next section). Select "Create a new batch". Give your batch a name and enter the batch donation date and set the Fund and giving Method defaults.

In the lower half of the page, begin to add batch donation, starting by searching for a giver name.

When searching for the giver name, ChurchSuite will auto-suggest as you begin to type. Select a giver from the list, or select to add a new giver.

Continue by completing the remaining donation details. Continue this process of searching for each giver and adding the donation details for each donation in your batch. When you are finished, save your batch changes.

After saving your changes, the batch summary is displayed. The summary information includes a breakdown of Funds and giving Methods - making it super easy for your finance teams to reconcile back to their paperwork and produce accounting journals. The batch summary can also be downloaded as a CSV or PDF file or printed. Beneath the batch summary information is a line-listing of the donations in the batch - everything your finance teams need!

Adding donations to a batch

You can add donations to an existing batch of donations through the Giving module.

Either from the Donations page, or the Batches page, simply locate your batch and click through to the batch details by clicking on the #batch number.

Click the "Add to batch" button.

Note that you can also add a custom batch name for the batch, making it clearer what it was from. Save any changes made before leaving the page.

Working with batches

Batches are an incredibly useful way for churches to group the donations they are recording - perhaps to record a Sunday offering as a batch. Working with batches also allow finance teams and book-keepers to use the batch summary information to aid with bank/cash reconciliations, and produce a convenient batch report for audit trail and posting journals to church accounting systems.

Importantly, ChurchSuite retains a complete audit trail of batch changes. If, for example, you delete a donation in a batch, the deleted donation record remains present in the batch and the batch summary totals are adjusted to reflect the changes.

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