Gift Batches Management (Since Patch 28)

Tania Pinard

We were importing our recurring gifts through a batch in NXT and then, making some changes to it in database view and committing it. Since patch 28 was implemented, we are not able to do that anymore.

Is there anybody else in the same situation? If so, how do you manage your gift batches?

FYI We are not using Blackbaud Merchant Services for our online donations.

Austen Brown

@Tania Pinard - You will now need to complete your review of these gifts within Web View > Fundraising > Gift Management. To select a batch and edit the gifts, click on the batch number within the list. Once in the detailed view, click on Edit > Edit Batch Gifts.

Make sure you click on the donor's name first (on the right) you'll see a thin blue line to the left of their name indicating they have been selected. After your review/edits have been completed, click “Save” then continue onto the next donor's name. Rinse and repeat until you've reviewed all gifts, then click “Save and close”. This will return you to the Batch detailed view where you can approve the batch.

If a batch control report was apart of your previous process, you will need to instead print/export a validation report after the batch has been approved in Web View and has appeared in Database View.