Allow Batch Description to use custom configurations

Regarding the Batch Description and Batch Number information for donation forms and installment batches, I'd like to be able to change the default-applied Batch Description to something shorter, and use my own numbering sequence for the batch number. Some of the descriptions are currently 120 characters or longer. The text is unnecessarily long, and causes reporting issues. I'd like to construct my own template language with the merge fields that are obviously available somewhere: payment source, date, type of payment, and payment processor. For example, I don't need the payment processor information, since we only have one payment processor.

  • Susan Walters
  • May 14 2026
  • Reviewed: Voting Open
Gifts / Online Giving
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  • Ange Scott commented
    18 May 22:36

    yes, we should be able to use our own Batch numbering that automatically goes to the next in the sequence. The "GFT-2026-30" is too long - we only use 4 digits and have no need for the year or GFT to be included

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  • Dan Snyder ⭐Community All-Star commented
    15 May 13:35

    The batch numbering for me is a big one, we set it up to start with the FY and then it always auto increments in dbview (Ex. 26001, 26002...). I'd love for it to function the same way in webview.

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