Navigation: »No topics above this level«

# Donations: Entering & Managing

This topic is available on video!

View > Video: Donation Batches Overview

This topic refers specifically to the Donation Batches menu items on the Screens Pane.

## Donation Batch process

For normal batches without errors. These steps would typically not be performed at the same time. For example, receipts may not be printed for weeks or months after the batch is posted.

1.Gather donations to be entered into DonorWise. These become the "Batch" to enter into DonorWise.

2.Manually create a donation batch in DonorWise, either through entering donations or by importing a .csv file.

3.Enter donation information on batch screens.

4.Mark the donation batch complete.

5.The financial manager approves the batch. Once a batch is approved, it cannot be edited or deleted; it can only be reversed.

6.Print and file the <Batch Transactions Report>.

7.Post batch. This sends the batch to the General ledger.

8.Confirm the batch. This acknowledges that the batch has posted in the General ledger. With an Integrated General ledger, this happens automatically.

9.Print receipts.

##

## About donation batches

•Donation entries into DonorWise are made in batches.

•A batch is a logical grouping of transactions. It corresponds with a batch or journal in your General ledger. The most common batch is an individual deposit (of cash or checks), or a set of bank transfer deposits from the bank statement.

•You may choose to group donations according to various criteria as described below.

Possible recommended groupings:

By specific deposit | Donations are posted to DonorWise according to the date in the batch header. Each batch has its own date.
By type of fund | With a large volume of daily donations, you may want to separate your batches based on type of funds, bank used, or currency used. If you have multiple daily batches, you should make each batch a separate deposit.
By time period | With a minor volume of daily donations, you may choose to combine a week's worth of donations into one batch, based on how they were deposited. Again, one deposit per batch.
By bank statement (for gifts given through the bank) | Many ministries receive most of their donations through a direct bank transfer. In these cases, a ministry will typically record all of the bank gifts (that is, gifts-via-bank) into one batch.

There are other factors that may affect the making of batches. For example, wire transfers to your bank may occur without your knowledge and you may not know about them until you receive a bank statement. It may make sense to batch these together.

Discouraged groupings:

Multiple bank deposits | Logically, a deposit into the bank may constitute several batches but you would normally not have a batch divided between several deposits. (This does not include gifts given directly via the bank, which would typically be combined into a single batch before recording.)
By period | A batch is posted into your General ledger according to the accounting period. Thus a batch can never contain donations from different periods (months).

The batch size is not limited either in DonorWise or in most General ledgers. However, it is easier to locate errors if batches are not too long.