For single batches, verify the coupon (remit slip) that arrived with the check. Confirm the appeal code so the gift is tied to the correct campaign, channel, fiscal year, and month, ensuring accurate attribution and performance reporting.
1. Double click the row with a status of Complete that you'd like to work on.
2. Select each row's Amount.
3. Verify the check is made out to Atlanta Mission or Atlanta Union Mission.
4. Verify each row's Amount with the amount listed on the check.
5. Once you've verified all amounts and who the check is made out to, click Close.
You've verified all the transactions in the batch. Now repeat for all batches with a status of Data Entry.
Next up, update the batch status and reformat the batches to send them to Salesforce.