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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    rmalone

    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.)

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    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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    rmalone

    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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    rmalone

    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. 

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    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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    chriszuraff

    Is there a way to sort contributions in the order they were entered when viewing a batch?

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    Emily W.

    Hey @chriszuraff!

    They will be listed from bottom to top of how they were entered. The last contribution entered will be at the top. :) 

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    gflowers

    We have multiple people at our church entering contributions. Would love for there to be a way for a new batch number to be created when someone else already has a batch open. Until that happens, what is the recommended best work around. 

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    Emily W.

    Hey @gflowers!

    Happy to help! What you can simply do, is close the batch, so that a new batch is created. Once a batch is closed, you can re-open it to work on it and then next person can work on the newly opened batch and so forth.

    See note below:

    There may be occasions where a batch is accidentally closed prematurely or you'd simply like to add a contribution(s) to a previous batch number. While you can change the batch number on contributions that were already submitted by editing the contribution, to add new contributions into a previous batch you can do the following:

    1. Navigate to "More > Contributions."
    2. Ensure you're on the "Add Contributions" page.
    3. Click the "Current Batch" number on the right of the screen. It will change to a drop-down menu.
    4. Use the drop-down menu to select the batch you'd like to enter contributions into.

    Hope this is helpful!

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    dfountain

    How do i stop a new batch from being made everytime someone gives online? I need to be able to set online giving to a specific batch each month.

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    Sheley

    Hey dfountain - great question!  New batches should be automatically created each week. This is an automated process and we can't change it to be a full month.  However, if there is a new batch opening with each online gift, that sounds like a bug on our end.  If you are getting more than one gift online per week and they're each opening a new batch, please Contact our Support Team and we'd be happy to look into that further for you!

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    peaceluthelca

    I have 60 entries in a batch. I forgot to change the date detail when I began the entries. Is there a way to change the posting date for the whole batch without having to go to each individual entry and editing?

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    Emily W.

    Hey @peaceluthelca!

    Thanks for reaching out. Unfortunately, at this time, you will have to edit them individually one at a time.

    While this may not be the ideal answer you were looking for, I do hope it was helpful information. 

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