Instructions for manually entering checks in batches
Please note: This article assumes you have already created batch templates. If you haven't created batch templates yet, please visit this article first
Create a New Batch
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Login to the V2 Admin Portal and navigate to Data Entry > Batch Entry > Batches
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Click the Add a new Batch + button
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In the Batch Number text box, provide a name for this batch. It is recommended to use a standard naming convention for your batches.
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In the Batch Template search box, type an asterisk (*) and select the template you wish to use for this batch
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In the Batch Date text box, type the date that you wish to show on donor statements as the gift date
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In the Batch Details section, in the Planned Number of Items in this Batch, type the number of items this batch contains
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In the Batch Details section, in the Planned Receipt Amount text box, type the dollar amount from the tape for this batch
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Review the Selected Template Details section to ensure you selected the correct batch template
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Click Save & I’m Done
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Click OK to confirm your batch details
Add Gifts to the Batch
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In the Batch Details page, click the Add a Batch Item button in the upper right hand corner of the screen
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In the Gift From ? section, First Name text box, type the first name of the individual and hit your Tab key
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Potential matching profiles will populate on the right hand side of the screen.
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If this is an existing donor: click Select under the name of the individual
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If this is a new donor: complete the remaining Profile Information fields. The new profile will be created once the gift is saved
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All text fields are completed by the batch template, except for the dollar amount
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In the Payment Amount text box, type the dollar amount of the donation
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If you need to add a gift note, click the Add Note + button
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Click Save & Add Another to add the next item to this batch
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Click Save & I’m Done when you have finished adding all of your items for this batch
Post a Batch
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Navigate to Data Entry > Batch Entry > Batches
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Click on the name of the batch
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Click the Save and Post Batch button in the upper right hand corner of the batch details screen
Please note: the Save and Post Batch button will not be available until the Planned Items match the Actual items and the Planned Receipt Amount matches the Actual Receipt Amount