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How do I find and reopen a closed batch?
How do I find and reopen a closed batch?

Describes how to access and reopen a closed batch.

Updated over 5 months ago

You will need Full Write Contributions Permissions to reform this function.

Access 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.

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