Soft Credit whole gift batch
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Hi
We recently processed a gift batch which I have subsequently been informed all need to be soft credited to a corporate we have on the system. Is there a way I can do this for the whole batch - which has already been committed - without having to go in to each gift?
Thanks
Rachel
We recently processed a gift batch which I have subsequently been informed all need to be soft credited to a corporate we have on the system. Is there a way I can do this for the whole batch - which has already been committed - without having to go in to each gift?
Thanks
Rachel
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Rachel - I would not call this a Best Practice - but - if the gifts have not been posted to the the General Ledger - you can open the commited batch, make it a recurring batch - delete the original gifts - apply the soft credits - and then re-commit the batch.
If you haven't worked with a recurring batch before - and you use a naming convention for your batches - be sure to click on the Recurring Batch tab and the History button before you click Commit Now. This allows you to give the batch a unique name.
Candace0 -
You can do this via import.
Go to Admin > Imiport > Gift > Soft Credit
If you automatically create queries when you commit batches, then use that query to pull out all of the gift import IDs. If you don't use that feature, then create a query to look for all gifts that match the "batch number" you assigned (note: batch number isn't necessarily a number - it's just a poorly named field).
When you have a .csv file with your gift import IDs, create a new column called "soft credit." Find the import ID for the business record you want to soft credit (it may be easiest to go to the record and look for it in file > properties). Enter that value and copy it into every cell in the "soft credit" column.
If at this point you are like "hold on, I don't know how to do imports!" then I would strongly suggest jumping on RE chat support and having someone walk you through the process.1 -
Ryan has a great suggestion. If you don't know how to do imports, here is a user guide on imports from Blackbaud:
https://www.blackbaud.com/files/support/guides/re7/import.pdf
2
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