Gift not showing up on constituent record after committing a batch.

Molly Kerr

We recently had 3 batches that we committed. The gift for the donor was in the batch. After it was committed, we looked at the donor's record and it was not there. Has anyone else experienced this?

Dariel Dixon 2

@Molly Kerr Can you go to the record from the batch? Is it possible you put it on a duplicate record, or the record with the same name?

Molly Kerr

@Dariel Dixon It was a check so we searched for the check amount and we didn't find anything.

JoAnn Strommen

@Molly Kerr From experience, is it possible it was an exception in the batch? Happens so infrequently that it can be missed and batch is committed. Happened to another gift person here and we determined that was the reason. She had linked it to an inactive fund.

Alex Wong

@Molly Kerr
try looking for the constituent this check from. If gift is committed, maybe the check number was entered incorrectly. If you can't find it like this, boarden your search by doing a gift query of date added, (if committed today).

it is possible like JoAnn said that your batch had an exception, but you will have to refer to a control report, IF you saved one.

JoAnn Strommen

How I helped her figure it out was I had her enter the gift again, exactly the same. It created an exception, don't recall if it was during validation or if we had to go to commit, so then found fund or appeal was inactive.
Then just went to fund or appeal record and marked as active - was a gift with response slip from several years earlier.

Tania Rorrer

@Molly Kerr
I find that usually this is because of an exception. If that was the reason you should have a new exception batch that was created with that gift in it. You can correct and commit from there.

Daniel R. Snyder

@Molly Kerr Support will tell you it is an exception and that could be the case, but, I did have this happen recently and while there was no real explanation (Support ended up with the conclusion that an exception report would show the exception, but sometimes the report does not create ?) the only thing that seemed to be different was I forgot to validate. So the expected number of gifts and gift amount that I entered when setting up the batch was not the same as what was in the batch. I have made this mistake plenty of times over 10+ years of gift processing and it didn't impact anything in terms of the gifts posting before.

What support did help me with though, was I could open the batch and make it recurring so I could just commit the one gift that was missing.

All this blabbing to say, I have experienced the same thing.