Search a Batch by Posted Amount

We currently need to match deposits with Batches entered in the system. Query only offers option to search a batch by number and description. It will be very helpful if we were able to find a batch by amount just because an incorrect description may have been entered and batch number not known. This is what we are facing these days.

  • Guest
  • Dec 21 2020
  • Reviewed: Voting Open
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  • Maura Carey commented
    13 Jan 16:59

    For reconciliation purposes it would be very helpful to have a query type specifically for Batch. We should be able to search on all of the batch fields like batch #, description, create date, batch amount, batch projected # of gifts. A batch query would be so beneficial when we reconcile the batches we receive from different sources like GiveCampus or OneCause, etc.


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  • Cary Webb commented
    July 18, 2025 19:06

    Agreed. I've needed to search batches by total amounts and couldn't more than once. When finance asks to reconcile their books they give me totals and dates. If I could simply query a batch total i'd be able to find the batch number.

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