You will need Full Write Contributions Permissions to reform this function.
A closed batch may need to be reopened to verify information, 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 the 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 the reason for reopening the batch. Provide the notes and click "Reopen."
-- OR --
Click on the red "Closed" status indicator. A pop-up will appear asking to provide the reason for 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 desiring 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 the reason for reopening the batch(es). Once the note is provided, 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.
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.