Contribution Batches

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    spronovost

    Is there a way to "lock" a batch after it's been closed?  I'm finding it so easy to edit that my concern is accidentally making a change I had not intended. I'm wondering if there is an additional security feature that might help to prevent unintended edits!

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    Emily W.

    Hey @spronovost!

    Thanks for writing in. That's a neat idea! At this time that is not a current feature within Breeze but we're happy to think it over. Would you consider sharing this on our feature request page? If so, check this page out: breezechms.com/features

    Happy Breezing! 

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    office

    When entering contributions to a batch (in screen shot below), is there any way to enter the person's name and have their envelope # populate automatically on that screen?  (We use certain envelope #'s as a shorthand to indicate whether someone is a pledger or an occasional giver, so we know which fund to put it in.) 

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    Stephen Ivey

    @office

    Thanks for reaching out to the Community today! 

    The functionality that you are mentioning as it relates to an envelope number appearing when a person's name is typed in the Contributions area, currently does not exist within Breeze. The general logic behind the contributions entry screen is that a name or envelope number would have been provided when the gift was submitted. We sincerely apologize for any inconvenience that this may cause!

    This however, would fit within the scope of a feature request! Click here to Submit A Feature Request.

     

     

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    eshiverdecker

    Can you set the envelope number as the default for entering contributions, or do you always have to click the drop-down to enter the # vs name? 

    All of our contributions are assigned to one or more funds.  Is there a default fund that you can set up? 

    Where can I navigate to view a batch report and see how it is presented? 

    When I enter contributions by envelope number, does the name appear to verify that I put in the right number?

    What appears on the batch report, the name, envelope # or both?

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    Emily W.

    Hello @eshiverdecker!

    Great questions! 

    The default is always going to be name. When entering a batch however, it will stay on the envelope number during a batch that is open until closed. Once a batch is closed it will default back to original settings.

    You can assign contributions to multiple funds. There is a general default fund. 

    To view batches: Navigate to More<Contributions<Batches.

    Yes, a name will appear when entering envelope numbers.

    You can choose what appears on a batch report.

    Here are some additional resources from our Help Center:

    Adding Contributions

    Contribution Batches

    Contributions Video

    Searching Contributions and Creating Giving Reports

    Creating and Editing Methods for Contributions (Check/Cash/Card/etc.)

    Using Envelope Numbers

    FAQ's on Envelope Numbers

    Funds

    Hope these are most helpful!

    If you have any additional questions, please don't hesitate to reach out.  You can reach us at 888-320-6030 or email us at support@breezechms.com

    Blessings!

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    Carol

    Today I posted contributions to a batch, confirmed the total with the counter and closed the batch.  I found that I had posted a contribution (one with several different fund designations) to the wrong fund.  I went back into the batch and tried to correct the fund designation (not changing the amount) and a message came up telling me that the amount was not correct.  It assumed that I had subtracted the amount of the entry (fund) and would not let me close without going back.  This of course put me right back where I started.  

    Is there another way to make this correction?

    Thank you,

    Carol Mullins

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    Stephen Ivey

    @Carol

    Thanks for reaching out to the Forum! Editing an Entry is super easy in Breeze and should be able to allow you to edit all areas of a contribution. As long as the Fund designations add up to the total amount in the gift, then you shouldn't receive any errors. If you do, please contact us on our support line or through email so that we can trouble shoot this with you! See here: Editing a Contribution

     

    Blessings, 

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