Content Comparison

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.

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 (Closing report not used)

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

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

Available in Smart Batch 2.0

Batch Validations

Check UAT Peoplesoft integration

PeopleSoft Integration, Validation

• set Batch Review Status to Ready for Validation

Check UAT environment for PeopleSoft integration

Check UAT environment for PeopleSoft integration