Batch Management

DonorSync introduces a simple yet effective approach to batch management, focusing on the core needs of transaction handling. In the Batches section, users can conveniently explore recent batches and their fundamental details.

Batches:

Navigate through recent batches with ease, viewing donations within the past 60 days. Important details such as batch number, donation date, and synchronization status with the Financial Edge (FE) system are displayed.

Gifts:

Within a batch, get a snapshot of individual gifts, including total debit and credit amounts, current balance, status (open or closed), type (regular or customized), and the associated account. This provides a quick overview of the financial impact of each batch.

Transaction Details:

For a closer look, transaction details are available, showing post date, journal reference, debit, and credit amounts. Transaction codes related to Grants Receivable and Accounts Payable offer transparency and traceability.

Reversing Entries:

DonorSync Now handles gifts of type Reversing Transaction. If this gift is included you will see an icon next to the Virtuous gift Id, the original gift Id that is being reversed, and amounts in orange. If all the gifts are reversing entries, a corresponding credit will be produced. If not, the amount will be subtracted from the corresponding debit in the transaction. Let us know if your organization would need this handled differently.

Clickable Virtuous Gift Ids: As a bonus, you will notice that the Virtuous Gift Id is now clickable! The link will take you back to the contact gifts in Virtuous.

Warnings on gifts: If the total does not match the totals on the designations. We’re not sure how this happens, as Virtuous generally prevents it, but if it does, you can now see these with the warning signal and amount in red in DonorSync.