To help with reconciling, a Batches page has been provided that shows a running list of your batches that will be deposited to your bank.

You can view the Batches page by going to Reporting > Batches. From there you'll see your batches listed with the most recent at the top. Once each new batch has settled, a Transaction Count and Transaction Total will be shown for the batch. If you click on the batch, you will be taken to the All Transactions page where you can view the transactions that make up the batch. 

If you have multiple merchant accounts, each merchant account will have it's own unique name on the batches page and will generate its own unique set of batches.

We've also included a toggle under the Reconciled column that allows you to easily mark which batches you have reconciled in your records. By clicking the Reconciled tab, you'll only see the batches that you have marked as reconciled, or click the Unreconciled tab to only see the batches that still need to be reconciled. You can then click the All Batches tab to view all batches again. 

By clicking the header bar, you can sort the batches list by SecureGive Batch ID, Merchant Account, Settlement Date, Transaction Count, Transaction Total, and Gateway Batch ID.

If you need to download a list of the batches, then click the Download CSV button at the right.