Contribution Batches

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  • Avatar
    ptsaxon16

    I entered many weeks of contributions on one day so when you look at a person all the contributions are showing the posting date. How do I change the batch date on each batch? 

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    Emily W.

    Hey there!

    By default, the batch date is set on the date that you enter the contributions. You can change the date when you enter contributions here: You can also click on the batch number and then click on the amount, to edit the date. 

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    Rebecca Malone

    Is there a way to include loose cash in Breeze so that we can see what our total collection was each week?  (The loose cash can't be tied to a specific donor, obviously.)

  • Avatar
    Emily W.

    Hi @rmalone!

    To enter anonymous (loose plate/cash) gifts, you can check the "anonymous" box next to the name field on the add contributions page (just make sure the dropdown is set to person rather than envelope number).:)

     

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    Rebecca Malone

    Can I change the date of an entire batch?  I opened the batch on October 29, but I actually want it to be recorded as October 28.

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    Emily W.

    Hello @rmalone!

    While the "date opened" batch information is set, you are able to add additional information to the batch to help keep things organized! Simply head to More>Contributions>Batches and hover over the name field. There, you'll be able to add the desired batch date of October 28 for your records.The contribution dates can be changed to reflect the October 28 date by simply navigating to More<Contributions Batches<Click on the desired batch number<Locate the contribution you'd like to modify <Click on the amount given to bring up payment details <In the bottom left of the payment details window, click the "Edit" button < Make your desired changes and click "Save Changes."

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    Rebecca Malone

    I understand that I can't delete an entire batch.  However, is there a way to delete the transactions within a batch in bulk, or do I have to delete each one individually?

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    Emily W.

    Hey there! 

    You can delete all contributions within a batch by simply navigating to More<Contributions<Batches<Select the X on the far right. You will see this warning: 

    If you only wish to delete some of the contributions, it will have to be done individually by clicking on the batch number and then selecting the contributions you wish to delete:

    1. Bring up the contribution you'd like to modify.
    2. Click on the amount given to bring up payment details.
    3. In the bottom left of the payment details window, click the arrow next to the "Edit" button and select "Delete".1
    4. Click "Delete Contribution" to confirm
  • Avatar
    shaelina

    Is there a way to change multiple contributions batch numbers at the same times instead of clicking through the contributions and changing the batch numbers individually? I forgot to close a batch before entering unrelated contributions and I wanted to keep the two groups of contributions separate. 

  • Avatar
    Emily W.

    Hi Shaelina!

    Great question! That is not a current feature within Breeze at this time. I wish there was a more Breezy way to do this, but to edit the contributions to reflect the correct batch number, it will have to be changed individually one at a time.

     

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