Batch Manager Tool - July 2017

*Important* As a result of this update, you will need to 1) uninstall the existing Scan Tool and 2) install the new Scanning Service. See step-by-step details outlined below.
Scan Tool
  • *New* The Scan Tool desktop application has been replaced with a Scanning Service that once installed runs automatically in the background as a Windows service. *Action Required*  You will need to uninstall the existing Scan Tool and install the new Scan Service. See steps outlined below.
Batches
  • Fixed an issue where a new Batch didn't show the Batch Total of $0.00 in the Batch Summary until a Donation was added.
Scanning
  • Enhanced the re-scan functionality to maintain the scroll position of the Batch so as not to "lose your place" when re-scanning a Donation.
  • Enhanced the scanning queue management to ensure scanned checks all create a related Donation record.
  • *New* Scanner Settings for device selection and statistics is now available in a dialogue selected from the Scan drop down of an open Batch.
Donors
  • Fixed an issue where new Donor records did not honor the Country set in the DBT,Country Configuration Setting.
  • Fixed an issue where a new Donor record created would put the Country in the Country Code abbreviation field and not the fully Foreign Country name field.
  • Fixed an issue where a new Donor record created would not save the entered State in the Address record.
  • Fixed an issue where a new Donor record created would not populate the Nickname field.
Donations
  • Fixed an issue where changing the Donation total after scanning might clear amounts from related Distributions.
  • Fixed an issue where the Donation's Position Number value would start over for additional scanned items potentially affecting the sort order of Donations in the Batch.    
Export
  • Enhanced the X937 file format to transact a single bank deposit even when multiple Batches were included in the file export (unless your bank requires a "deposit ticket" as part of the file).
  • Fixed an issue where certain check images were severely darkened when exported and included in the X937 file.
  • Fixed an issue where certain check images were not sharp enough for a bank when exported and included in the X937 file. 
Install Scanning Service *All Scanner Users*
  1. Make sure you are logged into the machine as an administrator.
  2. Find the Batch Manager Scanning Tool in your system tray.
  3. Click Exit.
  4. Go to Add/Remove Programs (under System Settings).
  5. Find and select the Batch Manager Scanning Tool.
  6. Click Uninstall.
  7. After allowing the uninstall action to fully complete, confirm the Batch Manager Scanning Tool is no longer in your list of Programs.
  8. Login to the Batch Manager Tool (https://<your domain>.ministryplatform.com/batchmanager).
  9. When presented with the Scanner Not Ready dialogue, click Download Scanning Service.
  10. Open the Setup Wizard (depending on your browser and machine you might need to also "allow" or "keep" or "run" to launch).
  11. Click Next.
  12. Review and accept the License Agreement.
  13. Click Next.
  14. Review the Destination Folder and change, if needed.
  15. Click Next.
  16. Click Install.
  17. Click Finish.
  18. From the Batch Manager, open or create a Batch.
  19. From the Scan drop down, choose Scanner Settings.
  20. Confirm the correct scanner is selected.

BMT Version 2.7.17
Scan Tool Version 2.6.28.0

 

Last Modified: 4/6/2018

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