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 batch of donations results in a zero (0) balance for this gift but leaves a clear audit trail.
To clone a batch:
- Click Donation entry, as if you were going to set up a batch.
- Click Clone
- Select the batch you need to reverse. NOTE: If you are trying to clone a batch that can't be cloned, the Clone button will be greyed out.
- Click the Clone button.
- Leave the date, motivation code, Designation account, payment method, etc. exactly as it was when you entered the donations the first time. It is recommended that you add a short description to the end of the batch Description to mark this as a reversal batch.
- In the bottom, right-hand corner, click the drop-down next to Is this a Reversal Batch? and select "Yes" and then "OK."
This will create a copy of the original batch in which you made your error. The copied batch is pre-populated with all of the original donations except that all of the donations in the batch will now be the negative value. - Check the batch to ensure it is correct and that all of the donations in the batch should be reversed.
- To re-enter the donations correctly, go through steps 1-4.
- At step 5, adjust the defaults for the batch to correct your error.
- DO NOT mark the batch as a reversal batch (Step 6) as you did when reversing the batch.
- Check the batch, post it, and process the receipts (steps 7 & 8)
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Related Articles
How to reverse and correct multi-designation receipts
Multi-designation receipts require careful attention to reverse and correct. Each designated portion of the donation must be entered separately in order to ensure the GL accounts balance. If possible, it is recommended to clone your original batch ...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 ...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 Process Receipts in Silent Partner Cloud
Before processing receipts in Silent Partner Cloud, you would need to receipt donations in Silent Partner Desktop and run a Cloud sync. In Silent Partner Cloud, along the left side panel, hover over Communications, then click Receipting. This opens ...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 ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.