Viewing and posting batches

If you have security access to view batches, the Finance navigation item is displayed. If your organization does not choose to automatically post batches, you can post them manually:

1. From the Staff site, go to Finance > Batches.

2. (optional) Select a query to narrow results:

   • All Invoice Batches – All available invoice batches.
   • All Membership Renewal Batches – This query displays all renewal batches except for Recurring Donors group.
   • All Order Batches – All available order batches.
   • All Payment Batches – All available payment batches.
   • All Recurring Donors Group Renewal Batches – This query displays all renewal batches for the Recurring Donors group.
   • All Renewal Batches – All available renewal batches.
   • All Batches (default) – All available batches.

   All queries can be found at $/Accounting/DefaultSystem/Queries/Payments.

3. Click Find.

4. Select the desired batch to view the list of items in the batch.

5. Within the batch, click an item to view details, including Invoice Summary, Payments, Payment Schedule, and Journal Entries.

6. Click Post to post the batch.