How to View the Details of a Batch

This topic shows you how to view the details of a batch. You can view details for batches of all statuses, but you must have you must have permission to access the fund you are viewing the batch for. Additionally, you must, at a minimum, View access rights for Contributions assigned to your login credentials.

Access rights are assigned in the Administration module. Access to this module is restricted to organization administrators only.


  1. Click to display the Batch Management page.

  2. If you manage several organizations, select the desired organization from the Organization list.

You see only those batches associated with the funds you are granted access to.

  1. Use the column header filters to locate the type batch you want to view. For example, to filter the grid to show closed batches only, select Closed from the Status dropdown list.

  1. To the left of the batch you want to view, click .

The details for the batch are displayed. For example:

If you need to edit the details for the batch, see How to Edit a Batch.

CAUTION

Pay close attention to the names on the buttons. If you want to close the batch details window, click the Close button. If you accidentally click Close Batch, you will close the batch. You cannot reopen a batch that you close.

  1. To exit the batch details window, click .

You return to the Batch Management page.

 

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