You will need Full Write Contributions Permissions to reform this function.
In Version 7
You may need to locate a closed batch to verify information or reopen the batch to make edits or to modify the batch posting in accounting.
Locate a closed batch
Go to Contributions > Batches from the left navigation. Click the "Filtered" button on the right and above the table.
Then select the checkbox next to "Closed" under the status section. Use the filters to narrow down your results as needed, and then click "Search".
If the accounting add-on is enabled, a filter named “Posted?” is visible and allows the batches to be filtered on whether they are posted to accounting.
Reopening a batch
Important: If the batch was posted to accounting, reopening will result in associated transactions being removed from the appropriate account registers (which will unlink any matched banking items). Close the batch to post to accounting again.
To reopen a batch, click on the name of a closed batch. Select "Reopen batch" in the "Actions" menu. A pop-up will appear asking you why you are reopening the batch. Provide the notes and click "Reopen".
-- OR --
Click on the red "Closed" status indicator. A pop-up will appear asking you why you are reopening the batch. Provide the notes and click "Reopen."
Reopening in bulk
After locating the desired batches, select the check boxes next to the ones you want to reopen. A "Bulk Actions" menu will appear at the top of the table after even one checkbox is selected. Select the "Bulk Actions" menu, then "Reopen" from the drop-down.
A pop-up will appear asking you why you are reopening the batch(es). Once you provide the notes, click "Reopen".
A filter named “Posted?” allows a user to filter the list of batches on whether they are posted to accounting or not. The accounting add-on is required for this filter to be visible.
In version 6
Locate a closed batch
Go to Contributions > Batches from the left navigation. Locate the "Filtered" button on the right.
Then select the checkbox next to the "Closed" label and choose "Search."
Reopening a batch
To reopen a batch, navigate to a closed batch and select "Reopen batch" in the "Actions" menu. A pop up will appear asking you why you are reopening the batch. Once you provide the notes and click "Reopen," the batch will once again be editable.
-- OR --
If this batch was posted to accounting. all register entries that were added to the general ledger will be deleted thereby undoing the previous posting.
Reopening in bulk
Just like closing multiple batches in bulk, you can also reopen multiple from the batch listing screen. First, you will need to clear the filters on the table (or filter only for closed batches) to find the closed batches you want to reopen. Then select the ones you want to reopen and choose Bulk Actions > Reopen.
Helpful Tips:
If any closed batches were posted to accounting, any resulting register entries from that posting will be deleted from the general ledger thereby undoing the previous post.
A filter named “Posted?” allows a user to filter the list of batches on whether they are posted to accounting or not. The accounting add-on is required for this filter to be visible.