Split a committed batch before posting it?

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Vicky Wendt 3
Vicky Wendt 3 ✭
Sixth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I have a batch of 3 transactions, Credit card transactions that came through OLX. When I received the disbursement report from BBMS, it had only one of those transactions. We like to keep things together for ease of reconciling in FE. The batch has been committed but not posted. Can I somehow take one line item off of this batch and move it to a new batch on it's own? I'm thinking there has to be an easy way to do this but then again, I'm not sure. Thank you all so much for your help!
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  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Hi Vicky Wendt‍ - You will need to create an adjustment on the committed gift record for the gift that was not charged - changing the gift amount to $0.00 (you can also change the gift amount directly on the gift record, but this is not a good practice as it does not leave an audit trail).   Then you can create a new batch and move the gift information to attempt to re-charge the card. 


    When you post the original batch to FE, the system will recognize the adjusted gift record as being apart of the original batch.  Depending on your organizations procedure for gift adjustments, you may also need to post the adjustment to FE. 


     

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