How to Create a Contribution Batch?
You can create a contribution batch to handle contributions efficiently by following the steps below:
1. Navigate to Fundraising > Contribution > Contribution Batch.
The Contribution Batch List page is displayed.

2. Click New M360 - Contribution Batch.
The M360 - Contribution Batch form is displayed.

3. Enter or select the required values in the fields. For more details, please refer to the following sections:
4. Once all the fields are filled out, click Save.
The contribution batch is added to the list.

Note: You can update or view the contribution batch details by clicking Edit/ View in the desired row.
Primary Information
The Primary Information section within the Contributions Batch form allows the setting up of essential details regarding the contribution batch.

Please refer to the following table for field names and their descriptions:
Note: All the fields with an asterisk (*) are mandatory.
Field
|
Description
|
ID
|
Unique identifier of the contribution batch
|
AUTO
|
Whether to automatically generate the ID for the contribution batch
Note: If enabled, the ID field will be disabled
|
CUSTOM FORM
|
Preferred options available to customize the Contribution Batch form
By default, the M360-Contribution Batch Form is selected.
|
INACTIVE
|
Whether to disable this contribution batch
|
DESCRIPTION
|
Detailed description of the contribution batch
|
Default Values
The Default Values section within the Contribution Batch form allows the setting up of a default campaign to be associated with all the contributions within this batch.

1. Select the campaign to be associated with this contribution batch from the FUNDRAISING CAMPAIGN dropdown list.
Contributions
The Contributions section allows the setting up of key details regarding the contribution batch.

Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
Field
|
Description
|
CUSTOMER
|
Individual or entity making a contribution
|
CONTRIBUTION CATEGORY
|
Classification of contribution
|
CONTRIBUTION AMOUNT
|
Value of the contribution
|
CONTRIBUTION CURRENCY
|
Currency used for the contribution
|
CONTRIBUTION DATE
|
Date the contribution was made
|
ACKNOWLEDGMENT LETTER
|
Letter of acknowledgment attached to this contribution
|
STATUS
|
Status of the contribution
|
MATCHING GIFT PROGRAM
|
Program associated with the contribution for matching a gift
|
NEW MATCHING ORGANIZATION NAME
|
Name of the organization matching the donation
|
TRIBUTE
|
Contribution is in honor of someone
|
NEW TRIBUTEE FIRST NAME
|
First name of the new individual being honored
|
NEW TRIBUTEE LAST NAME
|
Last name of the new individual being honored
|
TRIBUTE RECIPIENT EMAIL
|
Email address of the individual receiving the tribute associated with this contribution
|
TRIBUTE RECIPIENT FIRST NAME
|
First name of the individual receiving the tribute associated with this contribution
|
TRIBUTE RECIPIENT LAST NAME
|
Last name of the individual receiving the tribute associated with this contribution
|
PLANNED GIVING
|
Contribution is part of a planned giving arrangement
|
OPPORTUNITY
|
potential fundraising opportunity associated with this contribution batch
|
OPPORTUNITY STAGE
|
Phase of the associated opportunity for this contribution
|
ESTIMATE
|
Preliminary quote outlining the potential contribution for the associated opportunity
|
PRIMARY FUNDRAISER
|
Individuals or organizations primarily responsible for securing donations
|
PROMOTION
|
Promotional program/item associated with this contribution batch
|
SECURITIES TYPE
|
Category of security being contributed
|
SECURITIES NAME
|
Name of the stock
|
SECURITIES SYMBOL
|
Symbol for the security
|
SECURITIES NUMBER OF SHARES
|
Total number of shares of the security being contributed
|
SECURITIES HIGH
|
Highest price of the security on the day of the contribution
|
SECURITIES LOW
|
Lowest price of the security on the day of the contribution
|
SECURITIES CLOSING VALUE
|
Final price of the security at the close of the trading day
|
SECURITIES STATUS
|
Status of the stock
|
SECURITIES SALE AMOUNT
|
Total value received from selling the securities
|
SECURITIES DATE DEPOSITED
|
Date when the security sale amount was deposited
|
SECURITIES DEPOSIT AMOUNT
|
Total amount of funds deposited from the securities sale
|
CHECK DATE
|
Date on the check used for payment
|
CHECK NUMBER
|
Unique number assigned to a check used for payment
|
PAYMENT METHOD
|
Method used for contribution payment
|
DONOR ADVISED FUND
|
Donor recommended funds to allocate contributions
|
IRA
|
Individual Retirement Account
|
PLEDGE CONTRIBUTION
|
Pledge contribution associated with this contribution batch
|
PLEDGE BALANCE
|
Remaining balance on the associated pledge contribution
|
CREATE INVENTORY ADJUSTMENT FOR IN KIND
|
Whether to allow inventory adjustment for in-kind donations
|
IN KIND INVENTORY ITEM
|
In-kind inventory item associated with this contribution batch
|
IN KIND INVENTORY LOCATION
|
Location where the in-kind inventory is stored
|
IN KIND INVENTORY ADJUSTMENT ACCOUNT
|
Account used for inventory adjustments of in-kind items
|
IN KIND FAIR MARKET VALUE
|
Fair market value of the in-kind item
|
IN KIND INVENTORY ADJUSTMENT QUANTITY
|
Quantity of the in-kind inventory adjustment
|
IN KIND INVENTORY ADJUSTMENT
|
Adjustment that account for in-kind contributions in the inventory system
|