You will need the Limited Write Contributions permission to perform this action.
There are three ways you can add a new batch to One Church Software.
Click on the New drop-down menu at the top of any page and click on Transaction. In the pop-up that appears, click on Create New Batch.
Select Contributions > Batches in the left-hand menu. This will take the user to the batch listing screen. To add a new batch, select the Add New button at the top.
Navigate to the transactions listing by selecting Contributions > Transactions in the left-hand menu, and click on the Add New button at the top. In the pop-up that appears, click on Create New Batch.
Regardless of which method you choose, a pop-up will appear where you can enter the details for the batch.
The following fields are available:
Name - The name of the batch. This field is required.
Merchant Account - This is where the funds would be designated.
Posting Date - This is the date for all transactions expected on that batch. This will also be the default date when adding a transaction to the batch. Note, that you can add transactions to the batch with a different date. This field is required and defaults to today's date.
Expected Amount - The total amount you expect to enter in the batch. This will help you make sure all transactions are entered as expected. This is optional.
More fields
Campus - The campus this batch is for.
Description - A description for this batch.
Defaults
This controls default values when adding new transactions to this batch.
You can add a default for..
Date
Payment Method
Designation
Once the required fields are complete, click on Save to add the batch. A redirection to the batch will occur where transactions can be entered.