While it is generally recommended to run a batch for each contribution type, the following steps can be used for creating a mixed batch of both cash envelopes & checks in the Contributions Application:

1. Log into Contributions Application
2. Enter batch name, amount, & set Default to Cash
3. Click on Create Batch
4. Scan checks first (app will recognize micr & enter it as check)
5. Scan cash envelopes
6. Verify all checks were recognized as checks & correct any where the account information was not detected
7. Finish entering amounts & memos
8. Click on Submit Batch to Portal

Also:

• If running a credit/check batch set default to Credit
• If running cash/credit batch chose either as default & manually change type for the other when scanning

Updated March 05, 2025 21:05