Post a single RE batch to FE

Sharon Wright

Is it possible to choose a single RE batch to post to FE? We are trying to identify why we are having a particular error with a particular batch, but it looks like I can only filter by Fund. The GL post date includes several pages of transactions which are not a part of the issue, so we would like to exclude these. But it doesn't appear that you can filter by Batch Number.

Austen Brown

Hi @Sharon Wright - You can also filter by utilizing a gift query. I recommend you create one (if one is not created automatically for you when committing the batch) and utilize this to bring in only the gifts from this particular batch.

At a previous organization we posted everything to FE by batch to double-check numbers and make sure everything was going through correctly. It takes a bit more time in the moment, but aids with reconciliation later.

Sharon Wright

Thank you! Worked perfectly!