Raisers Edge Batching

Kathleen Altieri · October 2017

I have a problem when I use a batch template and go into the gift batch set-up box. When I am in the fields tab and click on load from existing batch, the batch numbers have started with 1, and not the most recent batches. I'm trying to find a way to reverse the batches listed. Support chat suggested going into configurations, business rule and batch options and then changing the next available batch number. That did not work. On the batch page it lists our batches starting with the most recent, but not when we go to use the batch template and try and upload an existng batch. We now have to go search for that batch. It's crazy.

JoAnn Strommen · October 2017

Are you using the template batch or creating new batch and want to load fields from your template? Not clear if we're are defining "template" the same.

Tip if it's the second option: I 'numbered' all my templates with the 'number' TEMPLATE ABC / TEMPLATE DEF / etc. Then in the load from existing batch I just need to enter "Tem" or even "T" to have it filter down to my templates and I can chose the one I need. I created the templates with the fields I need for gifts / pledges / constituents and then add my batch data after pulling in the template fields. I found that much easier than trying to load from say the last batch I did of that type. Just a suggestion - searching by number is more work.

Kathleen Altieri · October 2017

I have never found it to be problematic since the most recent batches were always listed first and we typically 99% of the time use the same info from the fields tab and default tab (except changing the date parameters). Perhaps I'll need to create a template that is just listed as template.

Lataya Ferguson · October 2017

Kathleen Altieri:
I have a problem when I use a batch template and go into the gift batch set-up box. When I am in the fields tab and click on load from existing batch, the batch numbers have started with 1, and not the most recent batches. I'm trying to find a way to reverse the batches listed. Support chat suggested going into configurations, business rule and batch options and then changing the next available batch number. That did not work. On the batch page it lists our batches starting with the most recent, but not when we go to use the batch template and try and upload an existng batch. We now have to go search for that batch. It's crazy.

I run into this problem at times too. What I find best is to search by username. For an example I'll use the created by button and it usually displays the batches/template I've most recently used.

Kathleen Altieri · October 2017

Thank you Lataya for your input. Much appreciated. Kathleen

Christine Cooke 2 · October 2017

Kathleen Altieri:
I have a problem when I use a batch template and go into the gift batch set-up box. When I am in the fields tab and click on load from existing batch, the batch numbers have started with 1, and not the most recent batches. I'm trying to find a way to reverse the batches listed. Support chat suggested going into configurations, business rule and batch options and then changing the next available batch number. That did not work. On the batch page it lists our batches starting with the most recent, but not when we go to use the batch template and try and upload an existng batch. We now have to go search for that batch. It's crazy.

Side note: If you are looking for your most recent batch(es) in order to use them as templates for the new batches. You would be better off making yourself Templates for each type of Batch and naming them as such -- that way they are easy to find in the list.

Kathleen Altieri · October 2017

Thanks
Christine for the additional information. Much appreciated.
Kathleen

Kathleen
W. Altieri

Hospital
of Special Care Foundation

2150 Corbin Avenue

New Britain, CT 06053

(B) 860.832.6257

(F) 860.826.6770

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Gracie Schild · October 2017

We have a slightly different way of handling loading batches. We have created "Master Batches" of several different types - GinKs, Passthroughs, New Alumni, Memberships, and so on. They have names rather than numbers and are never "committed", just loaded into the new batch, which gets the next number as usual. Once a year, we change the defaults in the Master Batches to match changes in Campaign (Membership 18, Annual 18, etc). Then each time we have a batch to enter, we "Load from Existing Batch", search for the letter that begins the batch name, load it, change any defaults that are common to all or most of the gifts, and away we go. This helps in the consistency of gift recording - the Receipt Amount for all GinKs is automatically set to $0 and the letter they get is automatically set to the right one, and things like that.

Hope that helps!

Gracie

JoAnn Strommen · October 2017

That's exactly what I do also - Just different name Master Batch vs Template. Having those batches set up with defaults as you described makes gift entry so much more efficient and accurate. When I started out I was using a recent batch but always found I had to change a few things. Changed to using a master probably after reading a forum post. Works so well to handle gifts/pledges from each Y branch to have their own 'master' already formated from which to load fields.

Kathleen Altieri · October 2017

Thank you Gracie
for the information. Very helpful. Kathleen

Kathleen Altieri · October 2017

Thanks JoAnn for
the info. Very helpful. Kathleen

Kathleen W. Altieri

Hospital of
Special Care Foundation

2150 Corbin Avenue

New Britain, CT
06053

(B) 860.832.6257

(F) 860.826.6770

Susan Chomsky · November 2017

I select the "only display open batches" checkbox also.

Kathleen Altieri · November 2017

Thank you
Susan for your input.

Kathleen
W. Altieri

Hospital
of Special Care Foundation

2150 Corbin Avenue

New Britain, CT 06053

(B) 860.832.6257

(F) 860.826.6770

This message originates from an operating entity of Center of
Special Care, Inc. The information contained in this message may be
privileged and confidential. If you are the intended recipient you
must maintain this message in a secure and confidential manner. If
you are not the intended recipient, please notify the sender
immediately and destroy this message. Thank you.

Heather MacKenzie · December 2017

Kathleen Altieri:
I have a problem when I use a batch template and go into the gift batch set-up box. When I am in the fields tab and click on load from existing batch, the batch numbers have started with 1, and not the most recent batches. I'm trying to find a way to reverse the batches listed. Support chat suggested going into configurations, business rule and batch options and then changing the next available batch number. That did not work. On the batch page it lists our batches starting with the most recent, but not when we go to use the batch template and try and upload an existng batch. We now have to go search for that batch. It's crazy.

Ditto many others in this thread. We have batches that have Template as the first word of the text that sits in the batch number field. One for cash, one for credit cards, one for in kind and so on. The great thing about having these templates is the ability to add or remove fields as things change in our office's procedures and needs, and we know that it will flow through to all the new gifts entry from that point forward.

Raisers Edge Batching

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