Smart Batch 2.0 Default checkbox

Create ‘Batch’ record

Available Method Comparison

Entry:

eg. No ‘Personal Property’

Pledge

Create pledge using smart batch

Closing Batch

closing the batch and confirm batch item and transaction creation

Payment

create a payment to pledge

Batch Correction

create batch correction for pledge/partially paid pledge

Voids and Corrections

Voids and Corrections

• All Voids and Corrections can be done in Gift/Pledge batches.

• Voids and corrections on Open Pledges can be done in Gift/Pledge Corrections batches with fewer batches than if done with Gift/Pledge batches.

Voiding and Redesignating Pledges from one Designation to Another Single Designation

• Select the Account for the donor of the Pledge.

• Choose Method of Void.

• Click Void Transactions next to the appropriate Pledge.

• Check the pledge installments that you want to redesignate. All available installments will be checked by default.

• Click Void Transaction and Add Correction.

• Enter void notation Description and Click Void Transaction.

• Under New Schedule, Enter the Due Date based on your original pledge schedule, Choose your Pledge Type, Campaign Appeal, Designation, and Acknowledgement Type.

• Click Save.

• Click the Close Batch button at the top of the Batch Item entry screen or on the main Batch screen to close the batch.

• Click Confirm Close.

• Click Ok to confirm.

• Navigate to the donor’s Account and click the Giving tab to verify the redesignation.

Voiding and Redesignating a Pledge Installment from One Designation to Two or More Designations

• Select the Account for the donor of the pledge.

• Choose Method of Void.

• Click Void Transactions next to the appropriate Pledge.

• Check the pledge installment that you want to redesignate. All available installments will be checked by default.

• Click Void Checked Transactions.

• Enter void notation Description and Click Void Transaction.

Now, in the same batch, you can create the two new pledge schedules for the two designations by using the Method of Add Transaction to Existing Batch:

• Choose the Account and Method of Add Transaction to Existing Batch.

• Choose Payment Method of Pledge.

The Pledge will popup.

• Choose Add Transaction next to the appropriate pledge.

• Choose Payment Schedule Type of Single Payment.

• Complete the values for the first portion Amount and its Designation. Be mindful to align your Due Date to the old first pledge installment.

• Click Calculate Payments.

• Click Save.

Follow those steps for the second portion and its Designation.

Follow those steps for any additional amounts and Designations.

• Click the Close Batch button at the top of the Batch Item entry screen or on the main Batch screen to close the batch.

• Click Confirm Close.

• Click Ok to confirm.

• Navigate to the donor’s Account and click the Giving tab to verify the redesignation.

Voiding and Redesignating a Pledge Payment from One Designation to another Single Designations

• Select the Account for the donor of the pledge and payment.

• Choose Method of Void.

• Click Void Transactions next to the appropriate Gift/Pledge.

• Check the payment transaction that you want to redesignate. All available payments and installments will be checked by default.

• Click Void Checked Transactions.

• Enter void notation Description and Click Void Transaction.

• Click Save.

Now, you will need to close this batch, so you can redesignate the pledge installment and then make a payment on the next installment:

• Click the Close Batch button at the top of the Batch Item entry screen or on the main Batch screen to close the batch.

• Click Confirm Close.

• Click Ok to confirm.

Now, you will open another batch to redesignate the pledge installment:

• Create a new Gift/Pledge batch.

• Select the Account for the donor of the Pledge.

• Choose Method of Void.

• Click Void Transactions next to the appropriate Pledge.

• Check the pledge installment that you want to redesignate. All available installments will be checked by default.

• Click Void Transaction and Add Correction.

• Enter void notation Description and Click Void Transaction.

• Under New Schedule, Enter the Due Date based on your original pledge schedule, Choose your Pledge Type, Campaign Appeal, Designation, and Acknowledgement Type.

• Click Save.

• Click the Close Batch button at the top of the Batch Item entry screen or on the main Batch screen to close the batch.

• Click Confirm Close.

• Click Ok to confirm.

Now, you will create a new batch to make a payment on the pledge installment with the new designation:

• Create a new Gift/Pledge batch.

• Select the Account for the donor making the payment.

• Choose Method (e.g., Check, Credit Card).

• Enter Amount and see the Open Pledges pop-up.

• Select appropriate Pledge and Click Post as Pledge Payment.

• Enter Acknowledgement Type and appropriately apply the Amount to the correct installment, which can be determined by the Due Date and Designation.

• Click Pay Pledges.

• Click the Close Batch button at the top of the Batch Item entry screen or on the main Batch screen to close the batch.

• Click Confirm Close.

• Click Ok to confirm.

• Navigate to the donor’s Account and click the Giving tab to verify the pledge and payments are properly applied.

Soft Credit

Create pledge and calculate with soft credit with foundation for a Houshold and confirm automatically created soft pledge records upon closing.

Batch Approval/Closing Report

Batch Reports

Make sure all the Batch reports are working

Batch Control Verification - Payment

Batch Control Verification - Pledges
Batch Items by Method Buckets
Batch Item Transaction by Method Buckets

Gift Date & Gift Credited Date fields in Smart Batch

When ‘Gift Date’ and ‘Gift Credited Date’ are ticketed, Smart Match 1.0 display these fields in Batch Item UX.

Gift Date Not available in Smart Batch 2.0

Not available Available in Smart Batch 2.0

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Batch Validations

Check UAT Peoplesoft integration

PeopleSoft Integration, Validation

• set Batch Review Status to Ready for Validation

Ana’s comment: Batch validation not working. When set the batch status to ‘ready for validation’ and it should either validate successfully or validate with error. It does not do either.

Check UAT environment for PeopleSoft integration

Check UAT environment for PeopleSoft integration