Batch Entry is not showing up for us. I've been told it might be something with access control however, I need help figuring out who I look at access control to turn this feature on. I do have a version of Civi that has the feature (CiviCRM 4.2.7.) so I know it's available. Can anyone help me figure this out so I can use the feature for recording donations? Thank you.

  • 2
    Have you checked the CiviCRM permissions within your host content management system? They override anything in your CiviCRM ACLs. – Graham Sep 22 '15 at 14:59
  • 1
    Please post your CMS software (Drupal, Joomla, or Wordpress) and the version of your CMS? – Jon G - Megaphone Tech Sep 22 '15 at 17:00
  • We have Drupal. – Mary Ann Sep 23 '15 at 16:36
  • Graham, I'll take a look at this. Thank you. – Mary Ann Sep 23 '15 at 16:37

So Civicrm has two main ways to grant or restrict access:

  • permission: it's more "high level" and it's about granting access to big features, eg to administer events or view anything about financial contributions
  • Access Control (ACL): it's mostly so a group of user see only a subset of your contacts, for instance the media people only see the journalists

In your case, it's most probably a permission issue, not access control one. Where you set these permissions depends on your CMS, because it's related to the users and their roles.

There is a rather long list of permissions you can grant, including a few about batch (eg. "CiviCRM: create manual batch, Create an accounting batch", check what applies to your case for this user.

If you don't see a change in the menu when you grant extra access, you might need to logout/login so the new rights are taken into account

  • 1
    adding this as a comment rather than an alternate answer. There are CiviCRM permissions for eg "CiviCRM: create manual batch Create an accounting batch (with Access to CiviContribute and View Own/All Manual Batches)" - your user role will need to have these ticked. They were added during some upgrade hence it is possible that your permissions were not updated at the time – petednz - fuzion Sep 23 '15 at 19:50
  • Xavier - I checked our permissions (in Drupal) I didn't see any mention about any permissions for batch. I was told by the Civi team that the version of Civi has batch as a standard feature - would it be possible somehow it was stripped out of our setup? – Mary Ann Sep 23 '15 at 21:30

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.