Open Batch Validation Report Needs Summary by Fund

Before an open batch can be approved, we need the ability to calculate fund subtotals for accurate accounting. Right now I am able to sort by fund on screen, but the validation report only prints the order of gifts entered. There was an AI tool I could use to subtotal each fund within an open batch, but this functionality has been recently removed.

  • Julie Agey
  • Oct 5 2026
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