Can I look at a batch that has already been posted?
You will need to go to the batch selection screen then click the button labelled “View old batches”. Highlight the desired batch in the list, then click "View". This will open the Donation Batch Summary report in Excel, at which time you can reprint it from within Excel. As you might guess, this only works if you have Excel on your workstation.
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Batch Report - Giving by Batch
Scenario 1: If it is only one batch per bank deposit then the easiest thing to use is the Batch Report. This is the same thing that gets printed out when you post a batch. You can print additional copies by going to the donation entry screen and ...How to create a Batch and Enter Donations in Silent Partner
In Silent Partner, a Batch is a holding place for donations. A Batch collects donations together until you are ready to Post them. Until you Post a Batch, you can edit the Batch, edit the gifts, delete, add, etc. Posting a batch makes the gifts ...How to clone a batch
If you are unfortunate enough to have entered a batch of donations incorrectly, for example by assigning the wrong motivation code or G/L, you will need to reverse the entire batch and then re-enter the donations correctly. Reversing a donation, or a ...Is there a way to change the date of a donation or batch without deleting the batch?
Yes, as long as the batch has not been posted, you can change the date of the batch or remove/edit donations within it. To do that (once you have entered at least one donation in that batch) go back into the donation entry screen (i.e., clicking the ...I posted a donation to the wrong donor, is there any way to change it?
CRA regulations do not allow any changes to be made to receipts. What you need to do here is enter another donation for the “wrong” donor, using the same date and everything but with a minus amount (if the original donation was 100.00, make this one ...
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