Uncommitted Recurring Batch Missing From List

Laura Elliott

Hi,

 

I was wondering if anyone can help me.  I recently put in a payroll deduct batch and marked it as recurring.  For some reason, after saving and closing it out, it’s not showing up in our batch list.  However, it is showing up under recently accessed batches, and when I click on it, I can get into it.  Does anyone know why and how this happened?

 

Thanks!

 

Dawn Lowe

How many Batch Category Folders do you have, if you have more than one category folders your missing Batch may be locate in one of them.



Dawn 

Marie Stark

You could also check the Display drop down box at the top and see if it says "All formats".

 

JoAnn Strommen

If you have more than one folder, I think Dawn identified your issue. 

Dawn Lowe

Also make sure the Only show batchs not committed Box is un-checked.

 

Laura Elliott

Hi everyone,

 

 

We just started using Raiser’s Edge, so forgive me if I misunderstand anything.  Dawn, if you’re referring to the option of organizing the batches, we only have one folder labeled General.  However, Marie, you hit the jackpot.  Thank you!  It was set on normal, and I didn’t think to go there to check for recurring batches.  Thank you all for your quick responses.  You’ve been a great help!

 

Marie Stark

I'm glad that worked! It's always the little things.

Dawn Lowe

No worries, glad you got a quick solution.



 

Liza Levine

When setting up a recurring batch, what is the key to making sure it will "charge" each month on the specified day? Do you select the automatically generate payments after entering the gift info? Will it charge the first payment that day and then automatically charge the other transactions without me initiating anything in the batch again? Thank you!!

JoAnn Strommen

Liza,  RE itself doesn't automatically 'charge' at all.  You need to process the batch each month on the specified day.  How you do that can vary.  Do you have the EFT module? Are you charging credit cards?  Running bank drafts/efts? 



If you have a recurring batch set up all your donor info and gift amount will be in the batch.  You would manually need to edit any drops/adds/changes in the batch.  Depending on your org then you may need to create bank file or create transmission file, etc. and then after that commit batch to get gift info into RE records. 



Tools > Automatically generate payments will populate a blank batch with payments due per your specifications on the page (records, gift type, date, type...). 



For recurring gifts, one can use a recurring batch or Tools > Automatically generate, but not both for same gifts.  There are differences in what user may need to do with each and also what you can access as far as looking at batch at a later date.  There are previous posts on this - you may want to search forums and read just for your info.

Liza Levine

Thank you! I am using the eft module.  I thought there was a way to tell the batch to "charge" these gifts that are due this week, next week, etc.  I will look through the other posts, so helpful!

Liza