Questions tagged [batches]

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1answer
24 views

Batch Data Entry payment_instrument is now required?

we've been using CiviCRM for several years and we've just recently version 4.7 to 5.8.2, but now we can't use the Batch Data Entry any more. We can create new batches, add entries and save them, but ...
0
votes
0answers
7 views

credit card fee amount - should this be part of a batch export?

I am currently looking into the integration of Stripe as a payment processor. So far, the test contributions are working as expected. For each contribution, the fee amount (processor fees) is also ...
2
votes
1answer
27 views

A contribution batch containing transactions of more than one currencies causes fatal error

My setup: CiviCRM 5.18.3 on Drupal 7. I created a Contribution batch. At transactions I chose two transactions of difference currencies e.g. HKD and USD and Assign them to a batch. Then I no longer ...
2
votes
2answers
84 views

Can't view Exported Batches (DataTables warning)

I just had a report that someone is having trouble seeing the list of exported batches (civicrm/financial/financialbatches?reset=1&batchStatus=5) and it seems to have started just recently -- ...
0
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1answer
52 views

“Could not find valid value for id” when processing contribution batch

When pushing the button "Validate & process batch" after entering contributions, the screen seems to refresh... but nothing is processed: no contribution is added, no confirmation email is sent. ...
1
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0answers
111 views

Error Message when trying to validate Batch data entry

I keep attempting to validate a batch data entry and keep receiving this error message: "Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your ...
2
votes
0answers
15 views

Batch Credit Card Processing

Can CiviCRM do a batch credit card transactions where the transactions get send to the payment gateway in a batch? I tried going to Contributions > Batch Data Entry / Accounting Batches, and when I ...
3
votes
1answer
33 views

Adding columns to Accounting batch (iif & csv)

If you have code or an extension that can add columns to the accounting batch export file, please share. Specifically, we want to add "campaign" and "external id" to every row. Preferably, we'd like ...
2
votes
0answers
36 views

Broken Batch Validation

CiviCRM 4.7.29 on Wordpress 4.9.8 on Ubuntu Hello all, We had the above instance running well and doing batch validation under CiviContribution well but had recently choked on validation with the ...
1
vote
1answer
15 views

Add transaction to reopened batch

How do I add a transaction to a reopened batch? The batch is expecting 20 transactions and only has 19
5
votes
2answers
80 views

I hacked core and know I shouldn't (How do I use hook_civicrm_batchItems?)

I need to adjust the CSV accounting batch export format for our accounting software. The CSV needs to be only four columns: Envelope number (a custom field which corresponds to our accounting ...
1
vote
1answer
18 views

How to change the date on an exported batch

I have exported a batch but the date in the title is not correct, so I need to change the date on the name of the batch, however I cannot seem to re-open the batch. Please can you help. Thanks in ...
2
votes
1answer
32 views

Can I batch update participant role for an event for all contacts registered for an event who have a certain tag?

The scenario is this: I have an event -- we'll call it "Meeting." There are 200 contacts registered for "Meeting." All 100 have the participant role "attendee." 60 of the contacts who are registered ...
4
votes
1answer
40 views

Transactions with fee amount don't show up properly in batches

I ran into an issue the other day on a client site with how transactions with fees show up in batches. I wanted to be sure it wasn't unique to their instance so I deployed a fresh CiviCRM 4.7.20 ...
2
votes
0answers
10 views

View contact file while entering contribution batch?

Is it possible to view/open in a new window a contact's profile while entering a contribution batch? I know that a contact's email address will appear in the dropdown with the contact's name. However,...
2
votes
2answers
44 views

Can I change Event Types in bulk?

Can I batch change more than one event type at once? I want them all to be the new, same type. Do I have to go into each event configuration separately to change the event type?
2
votes
3answers
45 views

Mass editing contact's birthdays

Due to problem on our end we have about 13 000 contacts with "01.01.1970" as their birthday. I'd like to remove that from all those contacts, and tried doing that by using "Batch Update via Profile". ...
0
votes
1answer
18 views

Automatically recording electronic fund transfers for members

We will receive a lot of individual transactions via automated electronic funds transfers from our members' internet banks. I would like to record these, but it seems very cumbersome to do "Batch Data ...
2
votes
1answer
32 views

Report for Unbatched Contributions

We use Civi accounting batches to export our contributions to an external accounting program. The office manager has asked me to create a report (in Drupal or Civi) that will show all contributions ...
3
votes
1answer
78 views

Update custom field in CiviCase using batch profile?

I made a custom field in CiviCase and since I have hundreds of records where this field needs updating, I'd prefer to do it using batch update with profile. I made a profile containing the custom ...
5
votes
1answer
45 views

Dropping thousands of records into a batch via SQL

I have imported (tens of) thousands of historic contributions to a site that uses Accounting Batches regularly. They were starting to bog down the batch assignment page so I thought I would simply ...
4
votes
2answers
51 views

Assign more than 100 contributions to a Batch

Is it possible to assign more than 100 contributions to a batch? We have a site with thousands of contributions so we want to make this job quicker. By default, you can only assign 10, 25, 50, 100 ...
1
vote
1answer
130 views

Batch update participants by profile - show more than 9 fields

I'd be grateful if anyone knows the answer to this: I need to make a variety of batch update profiles that allow me to edit details of up to 40 custom participant fields on one screen. The batch ...
1
vote
2answers
47 views

Can I batch data enter contributions using contact id instead of name?

I'd like to be able to batch enter contributions using the contact ID (or some other non-identifying information) rather than the contact name. My workflow is this: 1. Treasurer of our church counts ...
1
vote
1answer
62 views

Fatal error when exporting accounting batch to CSV in 4.7

Using Civi 4.7.2 (and then on 4.7.3; I thought I needed to upgrade to fix) with Drupal, I get the following error when I try to export an accounting batch to CSV: Fatal error: Call to undefined ...
1
vote
1answer
33 views

How can we add Batch information to the Bookkeeping report?

Batch name/title information does not show up in the columns available to the Bookkeeping report. Is there a way to add this? As an alternative, we would also be open to creating a new bookkeeping "...
0
votes
1answer
20 views

Editing contributions in closed batches

I had a situation come up in which a contribution in a closed and exported batch had to be changed. I ended up deleting that batch and assigning the contributions to a new batch. Is there another way ...
1
vote
1answer
85 views

Editing the Batch entry form/template fields

I am looking at the batch data entry form and wondering if it is possible to modify this: For example, I'd like to remove some columns (e.g. Invoice ID) and add others (e.g. Campaign). Is there a ...