DonorSync introduces a simple yet effective approach to batch management, focusing on the core needs of transaction handling. In the Batches section, users can conveniently explore recent batches and their fundamental details.

Batches:

Navigate through recent batches with ease, viewing donations within the past 60 days. Important details such as batch number, donation date, and synchronization status with the Financial Edge (FE) system are displayed.

Gifts:

Within a batch, get a snapshot of individual gifts, including total debit and credit amounts, current balance, status (open or closed), type (regular or customized), and the associated account. This provides a quick overview of the financial impact of each batch.

Transaction Details:

For a closer look, transaction details are available, showing post date, journal reference, debit, and credit amounts. Transaction codes related to Grants Receivable and Accounts Payable offer transparency and traceability.