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
  • Reviewed: Voting Open
Batch Entry
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  • 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.

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  • Karen Pearson commented
    09 Mar 21:10

    I agree with this comment from September....

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