Creating a batch template in Online Express

Paul Williams

Hello,



I'm new to Online Express and wondered if anyone can advise on how to set up a batch template when processing new gifts. We currently batch using the OE default. However, we would like to add additional fields to the batch moving forward but I am unsure how you do this. If anyone can share their knowledge on this subject that would be gratefully appreciated.



Kind regards,



Paul. 

Karla VanEgmond

Hi, Paul,



You can create the template batch as you'd like it and name/save it in Batch. Before you process your OE gifts, create and name a batch for that specific day/transaction download. On Tab 2 of this new batch, click the button "Load from Existing Batch" near the bottom right. Search for and choose the template batch you created. The fields from the template batch will then be loaded into this new batch you're creating (you can further customize the fields if needed on Tab 3).



When you go to OE, you need to go to Tools, and then I believe Transaction Tools. Choose the radial button for add to existing batch. Then use the binoculars to find the batch you created to use for that specific download. That batch name will now appear at the bottom left of the download transaction window.



Then process as usual. You can reuse the template again and again to create these new daily batches. We have three different templates we use, depending on what type of transactions we're downloading, and it works great.



I also realize reading this it may sound like gobbledy gook, but as you go through the process, it will hopefully make sense.



Good luck,

Karla

Paul Williams

Karla,



Thank you for your comprehensive answer. It looks like this will provide me with exactly what I need.



Kind Regards,



Paul