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The set-up of and monthly use of a recurring gift batch. I've pulled some info off of RE but was wondering if anyone had additional information on how to set-up a recurring gift batch and how it's used on a monthly basis for an employee campaign. Thanks.
I created a batch with all the staff pledges (used a default fund, campaign, payment schedule etc. to make entry even easier). Created a query of the records in batch at committal.
Choose create new gift batch and click the box for 'batch is recurring" To populate the constituents for the recurring batch I believe I used the Tools>>Group add constituents from pledge query to batch. The first payment entry is much more time consuming than following pay periods.
Our pay periods are biweekly so I receive list from HR each pay period with the employee name, fund, and consistent deduction amounts . I review the constituents in my batch against the list of employees with deductions. I delete from batch anyone without a deduction for that pay period and enter anyone who was previously removed but is receiving check/deduction this pay period. (Am considering changing payment amount to $0 instead of removing/re-entering - may give it a try but not sure of 'side effects') Works well for us.
This year we added a gift subtype of payroll deduction to allow for more information for finance on what $ needs to be moved internally.
I'm sure someone will share any other tips. I create mine in January so it's been a while to remember. :-)