Changing Batch Status on Webview

Elyse Theobald
Elyse Theobald
First Anniversary Blackbaud Certified
in Raiser's Edge NXT Discussions

Hello everyone, I was looking on the webview and having a hard time figuring out how to change the Batch Status when the donation has already been entered. Or is this only available in the database view still?

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Facilitator 5 Kudos 5 bbcon 2025 Attendee Badge

    @Elyse Theobald
    not sure what you mean by batch status when donation has already been entered, are you trying to delete the batch and not commit/approve it?

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 2 July 2026 Monthly Challenge bbcon Sessions

    @Elyse Theobald Welcome to the BB Community forums.

    The batch status of ‘unapproved’ changes to ‘approved' when you approve (commit) it in web view.

    The gifts in web view will show on constit records as pending even if they are not yet ‘approved.’

    If you have already entered the gift in db view you will want to delete the web batch.

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 August 2026 Monthly Challenge: Preparing for bbcon 2026 bbcon Attendee Badge

    @Elyse Theobald - If you are referring to making a batch ‘recurring’ - that is a DBV only feature.

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