Have you ever closed a batch only to find you put the wrong date or fund on every entry? If you don’t close batches regularly because you may want to edit them later, this may be the webinar for you. The presentation contains offering best practices that we have learned from working with thousands of parishes around the country through the years.
Here are some of the questions we will answered:
Why is it important to close batches or commit quick entry batches?
Why should you have a consistent naming convention for your batches?
Why would you want to create a batch for each mass?
When do you use different payment types, such as soft gifts?
We also demonstrate how to use the batch report and import feature in offering to make a large number of corrections as an alternative to the traditional correction batch process.
