As you are processing a batch of gifts, the Fundraising Accelerator continuously keeps a total of both the Count and Value of the batch underneath the entry screen, you can check this at any time by scrolling to this section and clicking on the refresh button to the right of the Batch Item Entries section.
Ideally, you will check these totals before you press the Process Batch button.
Occasionally, you may attempt to process a batch where either the quantity or amount of the entries do not match with the batch totals. If this happens, you will receive an error message like this.
In a situation like this, one of two things have gone wrong; either one or more of the transactions you entered is wrong, or the batch totals were incorrect. Fortunately, both of these situations are easy to address.
The first thing to do in this situation is to click on the Related Tab and check the list of entries that were entered.
If you can’t see all the details you need, click on the View All button.
If you identify specific entry that is incorrect, click on the link associated on that entry.
That will open that entries’ details.
In this case, the amount that was entered is $10, but it should have been $100.
Click on the small Pencil to the right of the amount to edit the amount.
Once you have corrected the transaction, click the Save button.
You can then click on the Process Batch button again. If everything is correct, then the batch will process successfully.
Let’s go back again to when we processed the batch the first time, but in this example, it is the batch totals that are incorrect.
In this situation you can edit the original batch count and value.
Click on the Edit button to the right of the batch donation entry.
This will take you back to the New Batch selected a template window, but you will not be able to change any of the values on the screen.
Click on the Next button. This will take you to Enter Batch Information screen.
Here, you can change the Expected Count and Total Amount for the batch. Once you’ve made this change, click on the Save button. This will return you to your batch window.
Once again, check that your count and amount totals are correct and then click on the Process Batch button.
If everything is correct, then your batch should be submitted for processing successfully.