Recurring batches

Julie Whitney 3

Hello! Long time user, First time poster...


Can I duplicate a recurring batch in RE?

TY

Melissa S Graves

Not to my knowledge.

 

Ryan Hyde

You can certainly load defaults from it, but if you're trying to duplicate the actual batch contents, then that's a nope. You'll have to set all of the constituent records and gift amounts and all that by hand again.


Just out of curiosity, what problem are you trying to solve?

Julie Whitney 3

Just started a new position and they have a batch for monthly employee giving...every 5 weeks the amount changes...that is all just the amount. I think I can add consituents to a batch with from a query...

I don't mind starting from scratch just so I have it. I just didn't know if there was a faster, more efficient way.

Jenny Marquardt

You can add or delete people from the existing batch and change amounts as needed.  You can globally change the date and some other ingformation as well.

Karen Stuhlfeier

 If it's set up as a recurring gift batch you keep using it. I use the same one every month for employee giving making adjustments as new people get added or deleted before I commit it. You can set the gift date as you commit it or globally change it in the batch.

Karen Stuhlfeier

Looks like we were writing the same answer at the same time Jenny!


Jenny Physioc:

You can add or delete people from the existing batch and change amounts as needed.  You can globally change the date and some other ingformation as well.

 

Joyce Stephens

I delete the lines in the recurring payroll deduct batch when the employee stops giving or leaves. If I make an amendment, or otherwise change a recurring gift, I delete the line on the recurring batch. Insert a new line and reenter the employee's ID to pickup the amended or new recurring gift from the same employee. I have been using the same recurring Payroll Deduct batch since 11-01-16. 

Joyce

 

JoAnn Strommen

Are you applying amounts to recurring gifts or to pledges?  If the pledges are set up to reflect the change in the amount I would use the auto generate under tools to create the batch. That would pull in amount for that date into the batch.


Or if they are recurring gifts, have you amended the instatllment amount to reflect the change?  If so, again, I'd use the auto generate vs. editing each line of change in the recurring batch.


Otherwise I agree with the posts, you just edit the info in the recurring batch.


another 2 cents...

Ryan Hyde

I just want to point out in a totally non-snarky way, because you're a first time poster, that this is why you should always make sure you really describe your situation in your post When you clarify what you're doing and what you're trying to accomplish, suddenly answers start coming from everywhere! 


Hope all this helps

Julie Whitney 3

JoAnn Strommen:

Are you applying amounts to recurring gifts or to pledges?  If the pledges are set up to reflect the change in the amount I would use the auto generate under tools to create the batch. That would pull in amount for that date into the batch.


Or if they are recurring gifts, have you amended the instatllment amount to reflect the change?  If so, again, I'd use the auto generate vs. editing each line of change in the recurring batch.


Otherwise I agree with the posts, you just edit the info in the recurring batch.


another 2 cents...


HI!-They are not payments to pledges. I will just create a new recurring batch for these ones.

 

JoAnn Strommen

Looks like you've used RE for a few years yet you said you're in a new position so not trying to tell you things you may know.  


If it's not going to pledges, is it cash gifts or applied toward a recurring gift?


You really shouldn't have to create a new batch each time, at least not starting from scratch.  Would like to save you that work if you can tell a bit more about amount changes needed.  Do you mean total amount for batch changes or that everyone's amount changes?

Julie Whitney 3

Thanks for the replies! I think I've figured it out.

~I created a constiuent query of the record/names in the recurring gift batch. Then I created a NEW recurring gift batch and added those names by selecting
>Tools>Group Add Constituents to Batch. This added the names and whatever else I pulled in from Load From Existing Batch. I sitll need to add each pledge payment and correct and appeals that are different. But it worked. I just didnt want to have to type up 200 plus names from register I could barely read to begin with.

Julie Whitney 3

JoAnn Strommen:

Looks like you've used RE for a few years yet you said you're in a new position so not trying to tell you things you may know.  


If it's not going to pledges, is it cash gifts or applied toward a recurring gift?


You really shouldn't have to create a new batch each time, at least not starting from scratch.  Would like to save you that work if you can tell a bit more about amount changes needed.  Do you mean total amount for batch changes or that everyone's amount changes?

If it's not going to pledges, is it cash gifts or applied toward a recurring gift? This one is going to pledges...I didn't know this before.


You really shouldn't have to create a new batch each time, at least not starting from scratch.  Would like to save you that work if you can tell a bit more about amount changes needed.  Do you mean total amount for batch changes or that everyone's amount changes? I will use the recurring gift batches but occasionally there are 5 Thursday which is why the amount changes for each record.  Everyone's amounts change when there are 5 Thursdays in the month. So each March was different from April...etc


I hope this info helps and can help someone in the future.


 

JoAnn Strommen

Figured that was your issue with amounts changing. If the payments are scheduled on each record (recurring or pledge) for every other Thursday, I recommend checking out the "auto generate" option under Tools (same area as group add). You can use a query of your payroll people, select transactions due by your end of month date, select 'non-eft, your other type info (pledges or recurring gift). Plug in dates on Gift Field tab.


You will need to change one other setting.   Tools > User Options > Batch > Default Batch infomation / EFT options. Check box to allow multiple eft transactions per pledge or recurring gift.


It will pull each scheduled payment for each person according to the date you enter.

If I had a huge list to be entered each month, I'd certainly check it out.  You can generate the list to see how it works without it affecting any records.  After it auto generates just delete all the rows in the batch. No harm/no foul. If you decided to do it this way then just edit / commit as normal.


Just another option to the manual entry on each record.