Admin Batch Giving: Adding Ability to Batch, Save and Total the Batch
planned
Julia Rhodes
planned
Julia Rhodes
Merged in a post:
Admin Batch Giving Save Option
K
Kristen Rock
I'd like to be able to save while working, before final processing. This would allow for interruptions or an second set of eyes to verify before QB integrations
Julia Rhodes
Merged in a post:
Admin Batch Giving Report
K
Kimberly Andrews
After using Run Transactions in Admin Batch Giving, it would be very helpful to have a report listing all the transactions just entered. Currently I have to go back to Giving and search through transactions to confirm the data input. I'd like to be able to download and save the report each time. It would also be ideal if the report were auto-generated.
Julia Rhodes
Merged in a post:
Batch giving needs a total
L
Luke Popejoy
Can you add a total to the batch giving screen?
Julia Rhodes
Merged in a post:
Admin Batch Giving: Multiple Entries at a time
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Kim Nunnally Williams
Admin Batch Giving needs to have the ability for multiple entries at a time. It's very tedious to have to enter the same person multiple times.
Julia Rhodes
Merged in a post:
Multiple Admin Giving Entries
K
Kelly Schwalbach
It would be nice to be able to enter several funds for one person at a time in admin giving
S
Steve Boots
Being that our church only takes offerings in person passing the plates, we use Admin Batch Giving totally and this feature, which was promised a while back, is a must for sure. Especially when a single person will give to multiple giving funds/categories. And as Kim mentioned, we have to input each one as a new entry, filling in the contact each time. This seems like it should be an easy thing, but definitely a must.
G
Gwendolyn Schanck
I agree!
C
Charity Lane
Yes!! I struggle each week trying to verify the cash and check deposit when looking at a summary of giving for a Sunday as it includes all the online giving as well. I know if my cash and check totals match, I'm probably right, but there is no way for me to tell if the specific giving categories were entered correctly since it is mixed with the online giving. I miss the batches in Elvanto and Giving has not been the better option.
Kasey Cullom
Hi Nikki! Thanks so much for taking the time to post your feedback regarding Tithely Giving feature updates.
We plan to launch an update to Admin Batch Giving which will migrate it into the Giving space within the new Tithely Dashboard. Part of this update will see Batches tracked historically so that you can reference a batch (individual gifts as well as the full batch amount) at a later date for reconciling.
Will this update provide you with what you are looking for? Please continue to post any and all feature update requests that you have. :)
C
Christie Sederquist
Kasey Cullom: Glad to hear there will be an update to the Admin Batch Giving so that it is within the new Tithely Dashboard. Here are my requests for a better Admin Batch Giving experience:
- Default the giving type/fund to General Fund (or whatever the church's default fund is) so I don't have to click anything unless there is a change
- Default the gift date to the previous Sunday as most churches are adding cash/checks from the Sunday service (or allow me to set the default date in settings)
- Give an option to email the giver a receipt. Our givers appreciate knowing that their cash or check has been counted.
Thanks!
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