Batch Manager Tool

The Batch Manager Tool (BMT) is a MinistryPlatform application that allows you to create Batches of Donations. It features the ability to create Donations manually or with the assistance of a check scanner. It uses state of the art CAR/LAR technology. Batch Manager has a streamlined UI with all your Donation processing details on one screen!

Video Topics: Batch Manager

0:33 - Logging In
1:05 - Downloading Scanning Service
1:40 - Creating a New Batch
1:53 - Scanning a Batch
3:12 - Assigning Donations
4:34 - Manually Adding a Donation
5:43 - Finalizing a Batch
6:25 - Importing a Batch
7:05 - Exporting Files

The Batch Manager Tool should be thought of as a utility with a specific focus on entering new Batches of Donations. It was designed for use by volunteers and staff who might be working at various, remote locations in a multi-site church setting.

Like other MinistryPlatform applications, the Batch Manager Tool can be accessed from anywhere. If your workstation includes a scanner, you are prompted by the Batch Manager to download the scanning tool to allow the scanner to communicate with Batch Manager.

All information is saved automatically directly to your MinistryPlatform database on your MinistryPlatform server. The Batch Manager Tool can scan or import up to four images from any Import file for each Donation: Check Front, Check Back, Alt Front and Alt Back (most commonly used for checks with envelopes).

The basic Batch Manager Tool workflow is:

  1. Create Batch (at this point an empty batch is created in MinistryPlatform).
  2. Scan Checks (at this point donation records (with check images) are created in MinistryPlatform)
  3. Assign Donors, Dollars and Distributions (at this point any changes are saved to MinistryPlatform)
  4. Finalize (at this point a Finalized Date is added to the Batch in MinistryPlatform).

You can also:

  • Import XML or BankOne.txt files from 3rd party donation processing systems.
  • Export an X937 (ICL) file for your bank.

Other tasks associated with donation processing should be done in MinistryPlatform after Batches have been finalized in the Batch Manager Tool. These other tasks include running reports, combining Batches into Deposits, and exporting Deposits to your accounting system.

Tags: Video

Last Modified: 4/6/2018

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