Gift batch template for recurring payroll gifts

We have several batch template meant for recurring payroll gifts that we used 2x each month. It has all the gift amount, funds which are fix for the employee donors. Can we move that template in webview gift batch entry setting moving forward so that it will be easier to handle those hundreds of gifts. We don't want to manually enter them one by one each time, coz that's alot of work for us.

  • Guest
  • Sep 25 2025
  • Planned
Batch Entry
  • Attach files
  • Guest commented
    23 Oct 16:35

    I came here to submit this idea, but found it had already been submitted. Thinking about moving fully to webview next year I am nervous about my payroll deductions which I do twice a month as well. I use database view since I have a batch template with constituents and amounts already saved, I only update the dates with a global change and edit the few constituents who have dropped off and add a few who joined payroll deduction. It's a huge time saver since everything is saved and all I do is minor edits to get the batch approved. PLEASE IMPLEMENT THIS - thank you!!

    Attachments Open full size
  • Rachel Kauer ⭐ Community All-Star commented
    03 Apr 21:54

    I use recurring templates for several things each month - payroll deductions and recurring credit card or Wire/ACH gifts that are not on integrated platforms. For payroll deductions, having a pre-made batch of gifts from my organization's employees alone is a huge time-saver. They rarely change, and having a recurring template means I don't have to retype and rebuild the batch every single time.

    Attachments Open full size
  • Karen Pearson commented
    09 Mar 21:10

    I agree with this comment from September....

    Attachments Open full size

Related ideas