Batch Gift Entry

A batch is a collection of donations entered together as a single group. By entering donations in a batch, you ensure that the total amount recorded in DonorPerfect matches the amount you deposit at the bank. This process helps maintain accurate financial records and reduces the risk of errors.

Yes, you can enter multiple batches before  posting them. Once you begin the posting process, the system will validate each batch and will only allow valid batches to be posted.

When you post a batch, a record is created for each new donor along with their gift. Each gift and pledge entry is added to the corresponding donor record, and all financial totals are updated to reflect the gifts included in the batch.