Creating a New Batch

To create a new batch, go to Program → Contributions → Batch Contribution Entry and click Add.

The Batch Contributions Setup window will open.

CDM+ will automatically show the previous Monday as the Deposit Date and the previous Sunday as the Offering Date. If necessary, you can change the Deposit and Offering Dates.

Click on the down arrow to choose a Default Event.

You can override this when entering contributions. For example, if the default is the Sunday Morning Early Service but you are also entering contributions for the Late Service in the same batch.

If you also own CDM+ Accounting and have linked Contributions to Accounting, you will see an Asset column with a pencil icon next to the blank field.

Click on the pencil icon, and the Select Account window will open. Click on an asset and then click OK.

All contributions in a batch must all be deposited to the same asset. If an offering is to be deposited to different assets, enter the contributions into separate batches.

Entering an Amount is not required for contributions entry, and this step can be skipped.

If the total amount of a this batch (or of the total offering if you are not putting in multiple batches) is known, it can be entered in the Amount field. While entering contributions in the Batch Contributions Entry window, CDM+ will display a running total of processed contributions and the remaining amount to be entered

Click on the down arrow in the Funds column to open a list of the Giving Funds you have created. In this window, you can select the Giving Funds you want to use with this batch. If 'Automatically load a detail line for each default fund for the selected batch.' is checked in File → Preferences → CDM+ System → Contributions (for macOS CDM+ → Preferences → CDM+ System), then it will automatically load the Giving Funds you select for the batch.

Check the boxes of the giving funds that you want to use for entering contributions, or select a Giving Fund Set from the pull-down list at the bottom of the pop-up window. Click OK when finished and the pop-up will close.

Click Save on the Batch Contribution Setup window to return the Batch Contribution Entry window.

You are now ready to start entering contributions.