Batch Entry Page

On the Batch Entry page, you can enter data into batches and process batches through their workflows. Both uncommitted and committed batches are available on this page. To access the page, from Administration, click Batch entry.

Before you create and manage batches, you must first specify batch numbering schemes, workflows, and templates. You can access these configuration tasks from the Batch Entry page under Configuration. For more information about these tasks, see Batch Configuration.

Note: When you work with constituent or revenue records, you can access the Batch Entry page from Constituents or Revenue.