Samantha,

Thank you so much for following up. That is very different information than I was able to receive through the chat representative. With the information you have provided, that makes much more sense - I appreciate it.

Hi Ellie,

Let me help clear up how this works today. Gifts are batched by day and payment method. The first incoming gift of the day automatically is added to a new batch for that payment type (credit card or direct debit.) If you use multiple merchant accounts, this breakout would also be by merchant account. Gifts will continually be added to that batch over the course of the day until either 1) the next day starts, or 2) someone in your organization goes in and approves the batch.

Most orgs are seeing one batch per day if they're only accepting credit card gifts through one merchant account.

Donations are usually added to a batch within minutes - there is no 2 or 4 hour update period unless it is a particularly high volume day.

We do know there is more separation of batches requested (as we're tracking through this Idea), so your additional info is really helpful!

After speaking with a BB representative, I was told that gift batches are created automatically based on "a specific time period" of which they couldn't answer besides "it usually updates every 2/4 hours".

This would potentially create any number of batches in a day for a completely arbitrary time period, which doesn't sound like much of a "batch" to me. We need to be able to specify at least some kind of rule that would allow batches to be created based on gift type, day/week, or fund. They cannot just continually stack up new batches all day, thus creating much more work than just manually adding gifts in OE.

Our organization batches gifts by source, payment method, campaign, and day. Other than the payment was made by a credit card, the type of credit card is not a factor.

Samantha,

I batch gifts according to type. Online, check, credit card, direct deposit or cash. I would like the workflow to stay the same from OLX to NXT WebView forms so I can choose how many online gifts go into a batch no matter what day the gift was submitted.

I can have up to 150 gifts online at any given time and being able to connect them to a membership is very important since we're a membership organization.

for our auditing purposes, it's important that I am able to perform posting like normal as well.

Thanks for this idea! Gifts are batched by day and by payment method. The system will not add new gifts to open batches, which many people find creates multiple unexpected batches.

What is the criteria your organization would use to batch your gifts?