Adding a Batch

A batch is a container for grouping related transactions together. You might use a batch to hold all donations from a specific event, a week's cash collections, or a bank statement import. Batches help you organise, reconcile, and report on transactions as a group.

Before you start

Permissions required: You need the Finance Admin role to create and manage batches. For more information, see Packages and Views.

Creating a new batch

1. Click on Finance on the navigation menu on the left, then click on Transaction processing.

2. Under the Transactions tab, click Add a transaction
   

3. Then under Transaction Settings click the + New button.
   

4. Use the automated batch code, or create your own. Then, optionally, add in a description. Then click + Create Batch.