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How do I move transactions between batches?

Describes how to move transactions found within a batch.

Updated this week

You will need the Limited Write Contributions permission to perform this action.

Transactions can be moved from one batch to another, but only if both batches are manual batches (i.e. not auto-generated, which means it was processed online) and are open.
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Moving a transaction is not allowed on batches with a status of "Closed."

Moving Transactions from a Batch

Click on "Contributions" on the left-hand navigation menu and go to "Batches." Note the batch in which transactions should be moved to and mark down that ID number.

Next, select the transactions that need to be moved and then go to Bulk Actions > Move to another batch.

In the pop up, enter the number of the batch that transactions need to be moved to, and then click on "Move" to complete the action. Check the "Navigate to batch after move?" option to open the destination batch after the move. Leave unchecked to stay in the current batch.

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