As mentioned previously, when in FellowshipOne Contributions check scanning application, the first thing you must do is create a batch. In FellowshipOne, this is just optional. However, if you determine that you want to use batches across the board, you can enter then in FellowshipOne.
One consideration to make is your naming convention. It's a good idea to adopt a consistent naming pattern so that batches can easily be found later when using contributions search. Some examples of naming conventions are the following:
- initials of the person scanning-date-service time (example: 2013.01.06-tjc-11 AM)
- initials of the person scanning-date-batch number (example: 2013.01.06-tjc-01)
Tip: You can decide upon your own convention!
To add a batch for manual entry
- Click Giving > Contributions > Batches. General Batches is the default choice. Click Add a new batch.
- Type a Batch name.
- Type the total amount of all contributions in the batch in the Batch amount field.
- Optionally, if creating a credit card batch, select the This batch will be used to process credit cards check box. This check box will only appear if you have a payment gateway enabled. Selecting this check box enables new fields related to where to attribute the credit card payments.
- Click Save batch. The batch appears in the search grid at the bottom of the form.
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