Locate and View a Specific Physical Offerings Batch

This article provides steps to locate and view a specific batch of physical offerings.

An administrator may need to view a specific batch to see who made a specific contribution, what fund received the contribution, whether cash or a check was given including the check number, if there were any notes, or the amount of the contribution.

Here are steps to locate and view a specific batch of offerings:

1. From Giving go to Offerings.

2. Click on the line item to open the batch to view.



The status on this batch is Open because it has not been posted yet. More individual contributions could be added and the batch name and date could still be edited.



The status on this batch is Posted. The batch name and date cannot be edited but the individual contributions within the batch can be edited or deleted at any time.

Click here for more information about physical offerings.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

 

 

Was this article helpful?