Recurring batches

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?

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.

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...

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.