After submitting your batch from the Contributions Application, you are ready to match contributor to their contributions, apply batch designations, & save your batch. To match items & set designations follow these steps:
- Click Giving > Contributions > Scanned Contributions
- Click on batch
- Click Match
- Search for individual
- Click Next item
- After matching items, set necessary Fund/Pledge drive
- Optionally, set Sub fund
- Optionally, set Activity
- Optionally, set GL post date
- Click Save this batch
Note: Any unmatched contributions can be matched later by clicking Giving > Contributions > Unmatched
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