Bulk Actions
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StewardGetting Here
Navigation: Steward → Bulk Actions
Overview
The Bulk Actions page provides batch operations for common finance tasks that would be tedious to perform one at a time. Each action is presented as a card — click to expand and configure the action, then execute it. Available actions include batch statement generation, fund reallocation, bulk posting, donor updates, and data export.
Available Actions
Batch Statements
Generate contribution statements for all donors across selected posted sessions.
| Field | Type | Description |
|---|---|---|
| Session Selection* | Checkbox list | Select posted sessions to include in the statement run. Only sessions with POSTED status are shown. |
| Period Start* | Date picker | Start date for the statement period. |
| Period End* | Date picker | End date for the statement period. |
Fund Reallocation
Move transactions from one fund to another in bulk across selected sessions.
| Field | Type | Description |
|---|---|---|
| Source Fund* | Dropdown | The fund to move transactions from. |
| Target Fund* | Dropdown | The fund to move transactions to. |
| Session Selection* | Checkbox list | Sessions to apply the reallocation to. |
Bulk Post
Post multiple sessions at once instead of posting them individually.
| Field | Type | Description |
|---|---|---|
| Session Selection* | Checkbox list | Select sessions in Draft, Submitted, or Balanced status to post. |
Donor Update
Batch update donor fields like envelope numbers, campus assignments, or giving status.
| Field | Type | Description |
|---|---|---|
| Donor Selection* | Checkbox list | Select donors to update. |
| Update Field* | Dropdown | Field to update (e.g., envelope number, campus). |
| New Value* | Input | The new value to apply to all selected donors. |
Export
Export giving data in various formats for accounting software or audit purposes.
| Field | Type | Description |
|---|---|---|
| Export Type* | Dropdown | Type of export: transactions, donor summary, fund summary, or full audit. |
| Date Range* | Date pickers | Period to export. |
| Format | Dropdown | Export format: CSV, Excel, or PDF. |
Actions
Execute a Bulk Action
- Click an action card to select it (the card highlights with a colored border)
- The configuration panel expands below
- Select the items and fill in required fields
- Click the “Run” or “Execute” button
- A result message appears showing success/failure details (e.g., “Generated 45 statements, skipped 3”)