Record a giving batch
Cash, cheque and the Sunday count. Verify with two people. Corrections are reversing rows, not edits.
Giving → Batches is staff-logged giving. Create a batch, add gifts against people or as cash/anonymous, then Verify count. Once verified, you reverse a gift — you do not edit it.
01
Create the batch
Open Batches, start a new one, and set the date and fund. Funds live under Giving → Funds — create or retire there, never delete a fund that has history.
02
Add gifts
Search the person, or record cash/anonymous. Amount, method and date are required. A pledge campaign, if this gift is against one, is attributed on the gift — the fund comes from the campaign, not a guess on the form.
03
Verify, then reverse if needed
Verify count uses a two-person rule. After that the batch is read-only. Reverse a gift instead of changing it. Reversals keep campaign attribution.