Using batch templates in OE

Joan Krauszer · July 2014

We just started using Online Express for donations and memberships. When I process a transaction, can I specify to Load from an existing batch? The batch that processes automatically doesn't work for us. I want to use templates I already have set up. How do I do that?

Steve MacLaughlin · July 2014

Yes, you can use batch templates with Online Express.

Follow this path: Online Express > Donations > Download Transactions > Tools > Transaction Options

Aleksander tmp · July 2014

This seems to not be possible in "Memberships". Is this correct?

In addition, is this a per transaction exercise or can you set this by default?

"Transaction options" is grayed out.

Chris Martin · July 2014

Hi Alek...we're just finishing up testing around that area and I expect we'll be able to ship those transaction options for Membership in one of our November releases.

Today, your choice under Transaction Options isn't saved for future transaction processing. One of those three options potentially requires user interaction (the middle option of adding records to an existing batch or using the manually-entered batch number) before processing could happen (like if you've already committed that previously-chosen batch).

Do you think you'll have to edit this option each time? If so, which of the options are you selecting?

Chris Martin · July 2014

Slight addition to my above post Alek. While you are in the transaction processing grid, your Transaction Option choice *is* saved. So you could choose a setting, process a transaction, and then if you process other transactions without exiting the grid, that setting persists. But if you exit the processing grid, this setting reverts back to the default.

Using batch templates in OE

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