Batches
Okay this is a new one on me! I want to clean up batches here - we have batches back from 2000 - someone said we have to keep 7 years woth of batches. I have never heard of such a thing. I know for audit purposes you need to keep checks/backup for so many years...but batches!!! Has any one heard of this??
Thanks
Comments
-
Julianne Coleman:
Okay this is a new one on me! I want to clean up batches here - we have batches back from 2000 - someone said we have to keep 7 years woth of batches. I have never heard of such a thing. I know for audit purposes you need to keep checks/backup for so many years...but batches!!! Has any one heard of this??
Thanks
What needs to be cleaned up? According to whom? What about what you have kept is insufficient?
We print our batch reports and keep them with the original backup btu we do not keep the batches in RE - not do we keep the static queries. I try to clean them out quarterly but sometimes get behind several quarters. I like to be sure that they have been reconciled before I delete them - although they have NEVER been needed in a reconciliation - I just do this anyway.
0 -
Melissa Graves:
What needs to be cleaned up? According to whom? What about what you have kept is insufficient?
We print our batch reports and keep them with the original backup btu we do not keep the batches in RE - not do we keep the static queries. I try to clean them out quarterly but sometimes get behind several quarters. I like to be sure that they have been reconciled before I delete them - although they have NEVER been needed in a reconciliation - I just do this anyway.
I want to delete the old batches - don't see any need for them to stay in raiser's edge. We keep hard copies of all the backup for each batch. I was just wondering if anyone else heard of having to keep batches in RE for audit purposes. I've gone through numerous audits and never once did they ask to see batches..
0 -
Julianne Coleman:
Okay this is a new one on me! I want to clean up batches here - we have batches back from 2000 - someone said we have to keep 7 years woth of batches. I have never heard of such a thing. I know for audit purposes you need to keep checks/backup for so many years...but batches!!! Has any one heard of this??
Thanks
Sounds like you have some unnessary internal policies on keeping data. We keep a copy of batch report in an online file for reference and hard copy with paperwork for that batch. These are kept through audit of that year. Batch records in RE are kept for the current and past year. Honestly not sure why but they sit there untouched until they're deleted. As that process was initiated when we started using RE 'just in case' -- we should reduce that even further now that everyone's more familier with RE. I can't imagine keepig 7 years.
There is a 7 year figure that come into play with regards to credit card charge records. But it's not related to RE batches.
If I were you I would check with your auditor and business office to see if some of your internal policies on this need to be updated/changed/clarified so you can 'declutter'.
0 -
Julianne Coleman:
I want to delete the old batches - don't see any need for them to stay in raiser's edge. We keep hard copies of all the backup for each batch. I was just wondering if anyone else heard of having to keep batches in RE for audit purposes. I've gone through numerous audits and never once did they ask to see batches..
I've never had auditors ask to see batches. "Batch" is basically meaningless to them.
Don't know your RE/data backup situation. I'm planning on using the less data to back up - less time, server space and money for backup if we don't have to keep so many records as my arguement for not even keeping 2 years worth. Not needed and can always query.[8-|]
0 -
JoAnn Strommen:
I've never had auditors ask to see batches. "Batch" is basically meaningless to them.
Don't know your RE/data backup situation. I'm planning on using the less data to back up - less time, server space and money for backup if we don't have to keep so many records as my arguement for not even keeping 2 years worth. Not needed and can always query.[8-|]
I had the same problem. Thousands of batches saved in RE back to 1998. A former DBA had told everyone that deleting the batches or the queries would also delete all of the gifts and reports [:@]
We decided to be on the safe side, we would keep batches in RE as far back as we needed to keep back up documentation. There have been a few times that we have not been able to locate a gift and were able to go back to the original batch and find it from there (typically an odd string of name and address changes). After that, we delete the batches. I shred any paper documentation at the end of our audit -- our BO continues to keep a copy for a few years according to their guidelines. Starting this year, I will not have paper batch documentation -- I have been keeping everything in PDF for a couple of years.
I delete the queries periodically - can always re-create if needed. But I find that typically, after our initial gift processing is done, we don't need these again.
0
Categories
- All Categories
- Shannon parent
- shannon 2
- shannon 1
- 21 Advocacy DC Users Group
- 14 BBCRM PAG Discussions
- 89 High Education Program Advisory Group (HE PAG)
- 28 Luminate CRM DC Users Group
- 8 DC Luminate CRM Users Group
- Luminate PAG
- 5.9K Blackbaud Altru®
- 58 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 409 bbcon®
- 2.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- donorCentrics®
- 1.1K Blackbaud eTapestry®
- 2.8K Blackbaud Financial Edge NXT®
- 1.1K Blackbaud Grantmaking™
- 527 Education Management Solutions for Higher Education
- 1 JustGiving® from Blackbaud®
- 4.6K Education Management Solutions for K-12 Schools
- Blackbaud Luminate Online & Blackbaud TeamRaiser
- 16.4K Blackbaud Raiser's Edge NXT®
- 4.1K SKY Developer
- 547 ResearchPoint™
- 151 Blackbaud Tuition Management™
- 1 YourCause® from Blackbaud®
- 61 everydayhero
- 3 Campaign Ideas
- 58 General Discussion
- 115 Blackbaud ID
- 87 K-12 Blackbaud ID
- 6 Admin Console
- 949 Organizational Best Practices
- 353 The Tap (Just for Fun)
- 235 Blackbaud Community Feedback Forum
- 55 Admissions Event Management EAP
- 18 MobilePay Terminal + BBID Canada EAP
- 36 EAP for New Email Campaigns Experience in Blackbaud Luminate Online®
- 109 EAP for 360 Student Profile in Blackbaud Student Information System
- 41 EAP for Assessment Builder in Blackbaud Learning Management System™
- 9 Technical Preview for SKY API for Blackbaud CRM™ and Blackbaud Altru®
- 55 Community Advisory Group
- 46 Blackbaud Community Ideas
- 26 Blackbaud Community Challenges
- 7 Security Testing Forum
- 1.1K ARCHIVED FORUMS | Inactive and/or Completed EAPs
- 3 Blackbaud Staff Discussions
- 7.7K ARCHIVED FORUM CATEGORY [ID 304]
- 1 Blackbaud Partners Discussions
- 1 Blackbaud Giving Search™
- 35 EAP Student Assignment Details and Assignment Center
- 39 EAP Core - Roles and Tasks
- 59 Blackbaud Community All-Stars Discussions
- 20 Blackbaud Raiser's Edge NXT® Online Giving EAP
- Diocesan Blackbaud Raiser’s Edge NXT® User’s Group
- 2 Blackbaud Consultant’s Community
- 43 End of Term Grade Entry EAP
- 92 EAP for Query in Blackbaud Raiser's Edge NXT®
- 38 Standard Reports for Blackbaud Raiser's Edge NXT® EAP
- 12 Payments Assistant for Blackbaud Financial Edge NXT® EAP
- 6 Ask an All Star (Austen Brown)
- 8 Ask an All-Star Alex Wong (Blackbaud Raiser's Edge NXT®)
- 1 Ask an All-Star Alex Wong (Blackbaud Financial Edge NXT®)
- 6 Ask an All-Star (Christine Robertson)
- 21 Ask an Expert (Anthony Gallo)
- Blackbaud Francophone Group
- 22 Ask an Expert (David Springer)
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 6 Ask an All-Star Sunshine Reinken Watson and Carlene Johnson
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 14 Ask an All-Star (Elizabeth Johnson)
- 7 Ask an Expert (Stephen Churchill)
- 2025 ARCHIVED FORUM POSTS
- 322 ARCHIVED | Financial Edge® Tips and Tricks
- 164 ARCHIVED | Raiser's Edge® Blog
- 300 ARCHIVED | Raiser's Edge® Blog
- 441 ARCHIVED | Blackbaud Altru® Tips and Tricks
- 66 ARCHIVED | Blackbaud NetCommunity™ Blog
- 211 ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- Luminate CRM DC Users Group
- 225 ARCHIVED | Blackbaud eTapestry® Tips and Tricks
- 1 Blackbaud eTapestry® Know How Blog
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- 1 Blackbaud K-12 Education Solutions™ Blog
- 280 ARCHIVED | Mixed Community Announcements
- 3 ARCHIVED | Blackbaud Corporations™ & Blackbaud Foundations™ Hosting Status
- 1 npEngage
- 24 ARCHIVED | K-12 Announcements
- 15 ARCHIVED | FIMS Host*Net Hosting Status
- 23 ARCHIVED | Blackbaud Outcomes & Online Applications (IGAM) Hosting Status
- 22 ARCHIVED | Blackbaud DonorCentral Hosting Status
- 14 ARCHIVED | Blackbaud Grantmaking™ UK Hosting Status
- 117 ARCHIVED | Blackbaud CRM™ and Blackbaud Internet Solutions™ Announcements
- 50 Blackbaud NetCommunity™ Blog
- 169 ARCHIVED | Blackbaud Grantmaking™ Tips and Tricks
- Advocacy DC Users Group
- 718 Community News
- Blackbaud Altru® Hosting Status
- 104 ARCHIVED | Member Spotlight
- 145 ARCHIVED | Hosting Blog
- 149 JustGiving® from Blackbaud® Blog
- 97 ARCHIVED | bbcon® Blogs
- 19 ARCHIVED | Blackbaud Luminate CRM™ Announcements
- 161 Luminate Advocacy News
- 187 Organizational Best Practices Blog
- 67 everydayhero Blog
- 52 Blackbaud SKY® Reporting Announcements
- 17 ARCHIVED | Blackbaud SKY® Reporting for K-12 Announcements
- 3 Luminate Online Product Advisory Group (LO PAG)
- 81 ARCHIVED | JustGiving® from Blackbaud® Tips and Tricks
- 1 ARCHIVED | K-12 Conference Blog
- Blackbaud Church Management™ Announcements
- ARCHIVED | Blackbaud Award Management™ and Blackbaud Stewardship Management™ Announcements
- 1 Blackbaud Peer-to-Peer Fundraising™, Powered by JustGiving® Blogs
- 39 Tips, Tricks, and Timesavers!
- 56 Blackbaud Church Management™ Resources
- 154 Blackbaud Church Management™ Announcements
- 1 ARCHIVED | Blackbaud Church Management™ Tips and Tricks
- 11 ARCHIVED | Blackbaud Higher Education Solutions™ Announcements
- 7 ARCHIVED | Blackbaud Guided Fundraising™ Blog
- 2 Blackbaud Fundraiser Performance Management™ Blog
- 9 Foundations Events and Content
- 14 ARCHIVED | Blog Posts
- 2 ARCHIVED | Blackbaud FIMS™ Announcement and Tips
- 59 Blackbaud Partner Announcements
- 10 ARCHIVED | Blackbaud Impact Edge™ EAP Blogs
- 1 Community Help Blogs
- Diocesan Blackbaud Raiser’s Edge NXT® Users' Group
- Blackbaud Consultant’s Community
- Blackbaud Francophone Group
- 1 BLOG ARCHIVE CATEGORY
- Blackbaud Community™ Discussions
- 8.3K Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
- 5.7K Jobs Board