Batch Entry

With Batch, you can add or update multiple records in your database at once. This is an efficient alternative to working with records individually and saves time. When you work with records in bulk, you eliminate the need to open and work with each individual record. For example, when you have similar information such as a group of volunteer timesheets from Saturday's Walk-A-Thon, it is much easier to add that information to your database in a group format using a timesheet batch.

In Batch entry, you can access several configuration tasks to ensure a consistent environment for your batch processes. Before you create and manage batches, you must first specify batch numbering schemes, workflows, and templates. For more information about these configuration tasks, see Batch Configuration. Once you complete the necessary configuration options, you can begin to create and manage batches using the Uncommitted Batches and Committed Batches tabs on the Batch Entry page.

Note: You can also access Batch entry and Batch search from Revenue, Constituents, and Volunteers. These are the areas where it makes sense to enter data in a batch format and search for existing batches.

Tip: Several reports are available to help you track the records entered in a batch and correct the exceptions generated when you commit a batch. For more information, see Batch Entry Reports.