Batch Basics & Reconciliation

This training covers the Basics of Contributions. We Define Terms, Create and Manage Bundles, and Create Funds. We look at Manually Entering Contributions and Adding a Person In Context.

Chapters:

• Chapter 1: Overview - 00:20
• Chapter 2: Batches Page - 02:20
• Chapter 3: Creating a Batch - 06:19
• Chapter 4: Adding Contributions - 08:15
• Chapter 5: Reconciling Batches - 18:09
• Chapter 6: Batch Report - 19:00
• Chapter 7: People Record Contribution Info - 20:49

AUDIENCE: Finance Team

LAST UPDATED: June 2024

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