I recently created a recurring batch and the resulting problem is that now my batch number is out by one. That is: I created a recurring batch and called it "Smith" batch so that I might run this batch each time Mr. Smith's donation comes in. Then I created a new batch of general donations...

I just attempted to post the following question in the "Export/Mail/Reports" section and I got a message about how the question needed to be approved by a moderator. I have never gotten that message before. Anyhow, I'm hoping that posting this question generally, rather than specifically...

Good Morning! I'm new to BB, and the forums. We are having some difficulty finding out how long other non-profits typically keep their batch files in the system, and from how far back. We currently still have all batches ever created back until 2000. Any help would be appreciated!

Can anyone recommend a good naming convention for batches taking into consideration fiscal year? My company currently has RE automatically assign the next consecutive number to new batches and in the descripton field the next consecutive number is manually entered. Both numbers are different and may...

Patti, I actually used to run a query on this and use <ask> as the date range. That way I could change the GL Post Date range each month. I then exported that query and imported it into Access and ran the report grouped by Batch Number first, then Fund and I sorted by Last Name. I could sedn the...