How best to Batch!

Isabel Paton

Hi there, we are looking for thoughts on how best to regularly input a large number of donations. We have a slightly odd set up where some of our donations are included on invoices 3 x a year. Historically all this information was held in excel and sent to our finance team to include on the invoices to donors in the Autumn, Spring and Summer and then a list of who has donated is sent back to us and we would add to RE, however, we often don't hear back as to who did and did not donate for a few weeks. We would really like this information to be held on RE and not in excel. Does anyone have any advice on how to go about doing this? The only 2 ways I have thought of would be to create a batch, commit it and then delete anyone who does not donate later on. Or to create a new batch each time and wait to see who has donated before committing. We now have over 130 donors giving in this way and so it is quite time consuming, the problem with a recurring batch is that we have new people signing up each month and we are adding those to the batch, which means that we cannot commit it for the previous month as it contains new donors.

Tami Goertzen

@Isabel Paton You should post this in the RE forum.

Isabel Paton

@Tami Goertzen Thank you