1. If this is a new batch, skip to step 2. Or if the gift batch is already committed and you're needing an exception batch, open the batch and go to Tools > Edit batch set-up > mark Batch is recurring > click Data Entry.
  2. When ready to commit a gift batch, go to File > Commit completed batch (NOTE: If this a batch of credit cards or direct debits, be sure to charge credit cards and authorize direct debits first! Committing a batch does not charge credit cards or authorize direct debits.)
  3. In the new Commit Gift Batch window, mark, mark Create a new batch of exceptions:
    Commit gift batch setup
  4. Review other batch options as needed.
  5. Ciick Commit Now and follow the prompts to complete the commit.
  6. On the final Commit Complete screen, look for the Exceptions count number. A count greater than 0 (zero) means an exception batch created. If it's more than 0 (zero), click Exception Report:
    Commit complete information
  7. Print or save the Exception Report for the batch. This says why a gift could not commit so it can be fixed in the exception batch. The batch number for the new exception batch is at the top left:
    Batch exception report
  8. Close the report and the Commit Complete screen.
  9. Return to batch to locate the newly created exception batch. The description will say "Exceptions from batch ###" where ### is the batch the gifts excepted out of:  Batch list with exception batch
  10. Open the exception batch. Use the Batch Exception Report to update records as needed to correct the reason the gift did not commit.
  11. Optionally, repeat steps 2 through 10 until no exceptions list in step 6 and Exception Report button is grayed out.

Additional notes