Whipping up a “Quick Batch”
When I was a kid, I used to come home from school each day and tell my mom all about my day over an afternoon snack. And if it was a special day (like if I came home with a good report card or a special piece of artwork that only a mother could love) mom would whip up a quick batch of cookies.
You know the kind that comes from a tube right from your freezer where all you gotta do is slice it and stick it in the oven…mmmm.
Located in the New Batch Input screens, we now give you the ability to whip up a quick batch yourselves. It isn’t quite cookies and milk, but it’s pretty close.
More on the Batches….
When you select ADD NEW within batches, you will notice a few new features have been added to your options.
Correction. If you have made simple data entry errors such as an incorrect donor id, source code, or amount, this batch type allows you to easily enter both the REVERSAL of the old transaction, and the corrected PAYMENT information in one step. Rather than entering the REVERSAL transaction, then entering the PAYMENT information separately, you can enter the information in a single screen; when you lock the batch we automatically create both the REVERSAL and its replacement PAYMENT transaction.
Auto-Decline. This batch type allows you to easily enter transactions that you know have already been declined, such as rejected credit card payments or returned checks. Rather than entering the PAYMENT transaction, then entering the REVERSAL information, you only need to enter the information once and when you lock the batch we automatically reverse out any payments you entered in the batch.
Credit Payment. Our CREDIT batch lets clients create credit card and e-check transactions where the proceeds are quickly and automatically deposited directly into your merchant account. No more hassles with duplicate data entry or questions about whether transactions posted to your bank account are also posted to your database. It is only available to clients who have signed up for it, so contact your ROI Client Services rep if you’re interested.
Whole Batch Reversal. Did you ever enter an entire PAYMENT batch, then decide the whole thing was a mistake? For example, two people might have keyed the same batch by mistake, or you might have had some other glitch that made you want to undo the whole darn thing? That’s what the Whole Batch Reversal is for. As its name implies, it lets you create a REVERSAL for an entire existing payment batch. It only works if the batch is already locked and has not had any transactions already reversed… but when it works, it does all of the heavy lifting for you.
Custom Profile Reports
You can build your own on screen displays for donor information by selecting the Profile Report within the navigation in any record. This lets you build dynamic on-screen displays with whatever information, in whatever order you want to see. Simply click on the Profile Report Option:
Then specify the items you want to have appear in your custom display:
Once you’re done building your criteria, click “Process” to build your custom display. You can also save your report for future use in case you have a board member or someone that always wants to see particular information about a record the same way each time.
When you built your on-screen report, you can hit PRINT and it will print exactly as you’ve specified. Particularly useful if you have on the road fundraisers and need to give them the “skinny” on a particular donor they’re about to meet.
Did You Know? – [CUSTOMIZE]
Anytime you see the word [CUSTOMIZE] you can click it and actually [CUSTOMIZE] your display. It’s really neat. We like the word [CUSTOMIZE]. It’s one of those words that lets you be you.
