Create a New Batch

To create a new batch, click the New Batch icon and then follow these steps:

Rapid Entryautomatically assigns the Batch ID using the next unused sequential number.

1. Enter the current date and a description for the batch.
2. Enter the number of unique items to be added and the total amount of the transactions included in the batch.

EXAMPLE: If you have 36 checks to enter and two are from the same donor, the batch count would be 35.

EXAMPLE: If there have 36 checks to enter and the combined dollar total is $2,700, the total amount is 2700.

Note: You do not need to use a dollar sign, comma, or decimal point when entering an amount.  Twenty-seven dollars is 27, while two thousand seven hundred dollars is 2700.


Note: You can change the batch count and amount after you start entering batch information, provided you have the user rights to edit the Batch Header.

3. Select the Batch Channel; such as Mail, Internet or Phone and Batch Category such as checks or cash.

Note: The selected channel and category applies to every item entered in the batch.

4. Select the Default Payment and enter the Default Amount for each payment. These are automatically added to all entries unless you manually override them on a line-by-line basis.
5. Select the Default Fund and Default Appeal.

TIP: Because an appeal is required when creating a batch in Rapid Entry, if you receive donations that were not motivated by an appeal we suggest you create a White Mail appeal for these donations.

6. Mark the checkbox for the default acknowledgement to be sent to the donor.
   1. Mark the Process Conditional Responses checkbox to apply the response rules on the record.
   2. Mark the Override "Do Not Acknowledge" Flag to send the acknowledgement even if this flag is set on the partner record.
7. Click Save and Open. You can click Save and New to create another batch.