In This Article:

    Check Wizard

    In This Article:

      The Check Wizard is an effective and efficient way to process donation checks quickly. Through the Check Wizard you Import Images, Capture Information, Verify Scanning, Process Donations, Verify Processed Donations and then Finish the Batch by Printing Letters, Labels, and a Deposit Slip all in one fluid process. To use the Check Wizard, follow the steps below.

      1. Using a scanner with a document feeder, place all of your checks in the feeder.

      NOTE: Scanners do not have to be TWAIN compliant. If your scanner is TWAIN compliant, then you can use the Image scanning screen to scan directly into DonorPro. It is our experience that most people "Scan from file", even if their scanner is TWAIN complaint. The only requirement for a scanner is that it be able to save files in JPEG format, and preferably, allow you to set the size of the image. You do not want to scan an 8 x 111⁄2 image for a 3 x 6 check.

      1. Select Go on the scanner. Depending on the scanner used, your images should be scanned and stored using a predefined naming convention. (See your scanner’s manual for explicit instructions on how it stores multiple images.)

      2. From the main menu select Manage and then Batches.

      1. The Batch Search screen will be displayed. Follow the steps in the Searching for an Existing Batch section of this documentation for instructions on how to find an existing Batch or the Adding a Batch section to add a new Batch.

      2. Open or create the desired Batch.

      3. From the Batch Explorer screen, select the Check Wizard node.                             

      4. Select the Import button to import the previously scanned checks into this Batch. The Import Wizard will launch.

      5. Browse to the location where the saved images are stored. Select all of the desired images and then select the Open button.

      6. The number of files imported is listed under the Import button. Choose the Next button in the lower right corner of the screen.   

      7. The Step 2: Capture Information window opens. If the ID number of the constituent is not known use the Constituent Search section to enter known parameters and then select the Search, Add or Quick Add button.                   

      1. Place your cursor in the appropriate text box (Donor ID, Co-Donor ID, or Memorial ID).

      2. Double click on the desired constituent and the ID number will automatically be entered into the selected text box.

      3. Enter the remaining appropriate information.

      4. Choose the Save and Next button in the upper portion of the window to continue adding the rest of the check images.

      5. Repeat steps 10-14 until all of the checks have been added.

      6. Select the Next button in the lower right corner of the window to continue.

      7. The Verify Scanning window opens. Confirm that the proper files have been associated with this Batch. If there is a file missing or other errors, select the Back button to return to the previous screen.

      8. Once the files have been verified, select the Next button.                             

      1. Choose the Process Checks button.                                                                                

      2. The Donation window opens. Select Save and Next to process the checks that are associated with this Batch.

      3. Select the Close button for the Donation window when all of the checks have been processed. You will be returned to Step 4 of the Import Wizard. Select the Next button in the lower right corner of the screen.

      4. You will be asked to verify the processed checks. Confirm that the proper files have been associated with this Batch. If there is a file missing or other errors, select the Back button to return to the previous screen.                                       

      1. Once the processed checks have been verified, select the Next button.

      2. The Finish Batch window opens. If necessary, choose one of the buttons down the left side of the panel. See the Printing Labels and the Acknowledgement Wizard sections of this documentation for instructions on creating labels and acknowledgment letters.

      3. Select the Finish button. The Batch window closes.

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