Matching Items in a Batch

While you are in the process of saving your batch designations, you may notice that some items are not automatically matched to contributors. This happens when there is a new contributor, or if an existing contributor has new account information. To match an unmatched contribution, follow these steps:
 

  1. Click Giving > Contributors > Scanned Contributions
  2. Select batch
  3. Click Match beside the unmatched
  4. Choose Individual or Organization
  5. Search for contributor
  6. Optionally, choose New
  7. Click Next item until finished
  8. Click Save this batch

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