Follow these steps: 
  1. In Sphere, navigate to the form or event
    • If within a form, (Communities > Forms >Registration or Single Step Donation).
    • If within an event, (Communities > Special Events > Friends Asking Friends > Kinterathon) OR (Communities > Special Events > KinteraGala)
  2. Hover over the form's or event's name and then select Bookkeeping.
  3. Under Add Batch Transactions, click Batch Entry System.
  4. Click New Batch Template.
    • For Template name, enter a name for the batch template.
    • For Type, select the type of batch you are creating.
    • Created shows the current date and time information.
    • Author shows the name of the user currently logged into the account.
    • For Description, enter a brief description for the batch (for example, Registration Batch Template).
  5. Click Next.
  6. In Available Fields List, select the fields you want to include in the batch template and then click Add to copy the field to Fields for Batch.
  7. If you want to rearrange the order the fields will be displayed, select the field in the Fields for Batch and then click Top, Up, Down, or Bottom.
  8. Click Next.
  9. For each field you want to have a default value, enter their value (optional step)
  10. Click Finish when done.
The Batch Entry page appears and shows the new batch in the list.