Summary: This guide explains how to use the Admin Batch Giving tool to manually record offline donations, such as cash and checks. It includes updated instructions on using keyboard navigation for faster data entry.
Before You Begin
Permissions: You must be an Account Owner, Admin, or have Limited Access with permission to the Giving product.
Batch Types: Manual entry and check-scanned entries are distinct batch types and cannot be mixed.
Archived Funds: You cannot select archived funds during batch entry.
Committed Batches: Once a batch is "committed," it cannot be edited as a whole. You must edit individual transactions to fix errors.
Limitation: Currently, you cannot see Donor Giving History within a donor's profile. You will need to find this in your Transactions. See more: HERE
Step-by-Step Instructions
Navigate to Giving and select Admin Batch Giving.
Click the 'Add New Batch' button. (Note: If this is your first time, it may say 'Create A Batch'.)
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Setup your Batch.
Select the Location.
Enter a Batch Name (optional).
Ensure 'Manual Entry' is selected.
Click 'Create Batch'.
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Enter Donor Information.
Search for an existing donor by typing their name.
Or click 'Create a Donor' to add a new profile immediately.
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Select Payment & Fund Details.
Payment Type: Choose Cash or Check.
Fund: Select the designated fund.
Amount: Enter the donation amount.
Date: Enter the gift date.
Check Number: Required if recording a check.
Click 'Next Entry'. This saves the current donation to the list and clears the form for the next one.
Commit the Batch. Once all donations are entered, click the 'Commit Batch' button on the right sidebar to finalize the records.
Keyboard Navigation (New Updates)
To help admins enter data faster, we have improved accessibility and tabbing support. You can now navigate the entire form using your keyboard without reaching for the mouse.
Donor Selection: Tab to the Donor field and begin typing a name. You can use Tab to highlight the correct donor from the dropdown list and hit Enter to select them.
Gift Date Picker: Tab to the Gift Date field and hit Enter to open the calendar picker. Use the Arrow Keys to navigate to the correct date and hit Enter again to select it.
Automatic Loop (Next Entry): When you Tab to the 'Next Entry' button and hit Enter, the system will save the donation and automatically return focus to the Donor field. This allows you to immediately start typing the next donor's name without clicking back into the field.
Troubleshooting & FAQs
Why didn't my donor receive their custom receipt? If you selected "Yes" to send a receipt during the Admin Batch Giving process, the donor received the Standard ABG Receipt. This receipt is hard-coded and does not use your custom email template or branding found in the standard Giving settings.
I committed a batch with a mistake. How do I fix it? Once committed, a batch cannot be edited as a group. You must go to Giving > Transactions, locate the specific donation, click to view details, select Edit, and then Delete or modify the entry.
Why can't I find a specific fund? Archived funds do not appear in Admin Batch Giving. Please check your Fund settings to ensure the fund is active.
Can I create a donor without a gift? Yes. You can use the "Create a Donor" button on this screen to add a person to your database, even if you aren't recording a donation for them at that moment.
Will my donors be able to see their giving history after I commit the batch? Yes, donors should see these transactions in their giving history once your batch has been committed.