Batch Posting

After an offering batch has been created, either by creating the batch manually, bringing the batch in from WebTools, or importing from an external source, to get the offerings inside the batch to become offering records, the offering batch must be posted. Any offerings inside an unposted batch are not counted towards any reports, and they will not appear on contribution statements.

1. In the Contributions Module go to Giving>Batches.
2. Click on the offering batch that you'd like to post. This will highlight the batch in blue.
3. Click the "Post one" button at the bottom of the grid.
4. In the window that appears, check the "Create an Attendance batch for this event:" checkbox if you would like the posting of this offering batch to create a batch in the Attendance module for the event you select in the drop down box, on the date of the batch, with the people who you posted offerings for.
5. Check the "Create a deposit in Finance for this date:" checkbox if you want the posting of this batch to create a deposit in the finance module for the date you choose in the date box to the right of the checkbox. The total that is being posted in each fund will be posted to a deposit in the corresponding accounts, according to what has been selected in the contribution funds.
6. If there are transaction fees associated with any of the offerings in the batch, and you want Shepherd's Staff to handle these as part of the deposit, check the "Include transaction fees in the deposit". The account the fees will be posted to must be designated within each fund. For more information on this, see our article on adding and editing funds.
7. You can verify the Contributor Count, Offering count, total amount given and transaction fees in the top part of this window.
8. If you'd like to print out a batch report, click the "Print" button before posting. This will prepare a batch detail report that shows each offering for each giver.
9. Click the "Post" button to confirm the posting of your batch.

Shepherds Staff will also allow you to post all your unposted offering batches all once:

1. In the Contributions module, go to Giving>Batches.
2. Click the "Post All" button at the bottom of the grid.
3. The "Post multiple offering batches" window will appear. This window will show you a grid of all your unposted offering batches.
4. Click the "Print" button, and you will be taken to a preview screen that will provide you with an Offering Batch Posting Report for each offering batch you have in the grid.
5. Click the "Continue" button to proceed with posting all batches in this window. At the window that appears, click the "Yes" button to confirm you want to post your batches.