Recurring Batches

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Harriet Sisbarro
Harriet Sisbarro
Eighth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
I just started an employee campaign where I had to create a recurring batch last month with 800 employees.  I named it 5 week period.  I wanted to just "Save As" and name that one 4 week period, but it won't let me copy a batch and now I need to recreate the entire batch again.  Might I make a suggestion to allow for copying over batches for these purposes?  Thanks!
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Sorry Harriet, I'm not quite sure what you/why you are having to recreate the batch again.  If the batch is recurring it can be committed multiple times. In the set up the gift date/post date can be changed.  Can you explain a bit more?


    I used to use a recurring batch for employee payroll gifts.  I changed and find it much easier to use a new batch with the Tools >Generate transactions.  I base this on a query of the staff with payroll gifts. 

     
  • Susan Chomsky
    Susan Chomsky
    Tenth Anniversary 100 Comments 100 Likes Photogenic

    Harriet Sisbarro:

    I just started an employee campaign where I had to create a recurring batch last month with 800 employees.  I named it 5 week period.  I wanted to just "Save As" and name that one 4 week period, but it won't let me copy a batch and now I need to recreate the entire batch again.  Might I make a suggestion to allow for copying over batches for these purposes?  Thanks!

    We use recurring batches for credit cards processed thru our finance dept. You need to use the original recurring batch, not the most recently saved. Be sure the  "Batch is recurring " is selected. 

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