This article covers data entry for check only batches donations verifying the amount, check number, and MICR line so each gift processes correctly without errors.
1. Click Entry.
2. Double click on the row you'd like to perform Data Entry on.
JobManage will highlight in red the values that need to be verified or corrected including the MICR line, the Check Amount, and the Check #.
Verifying and Correcting the Check Amount
3. Verify the check amount of each transactions.
4. If an check amount is missing or incorrect type it in.
Enter amounts in cents with no decimal. Example: $100.00 → 10000; $25.50 → 2550; $7.00 → 700.
Verifying and Correcting the Donor #
The Donor # is the External ID on the DAF Account page in Salesforce.
5. Verify the Donor # of each transaction.
6. Enter missing Donor #s.
Verifying and Correcting the Appeal #
7. Verify the Appeal # of each transaction.
8. Enter missing Appeal #s.
Verifying and Correcting the Soft Credit #
9. Verify the Soft Credit # of each transaction.
10. Enter missing Soft Credit #s.
Verifying and Correcting the MICR Line
3. Verify the MICR line of each transaction.
4. Enter missing or errored MICR line.
Enter the MICR line as: d[RoutingNumber]d[AccountNumber] — do not include the check number.
e.g. Routing 123456789, Account 09876543210987 → d123456789d09876543210987.
5. Push the enter key until you're taken to the next check to review.
The status of the batch is now set to Verify.
The next step is to Verify the coupons.
Verifying and Correcting the MICR Line
3. Verify the MICR line of each transaction.
4. Enter missing or errored MICR line.
Enter the MICR line as: d[RoutingNumber]d[AccountNumber] — do not include the check number.
e.g. Routing 123456789, Account 09876543210987 → d123456789d09876543210987.
5. Push the enter key until you're taken to the next check to review.
Verifying and Correcting the Check Amount
6. Verify the check amount of each transactions.
7. If an check amount is missing or incorrect type it in.
Enter amounts in cents with no decimal. Example: $100.00 → 10000; $25.50 → 2550; $7.00 → 700.
Verifying and Correcting the Donor #
5. Verify the Donor # of each transaction.
6. For missing Donor #s, click into Donor #.
7. Hold down CTRL + D on your keyboard at the same time.
8. Search the Donor's Last Name.
9. Click Search.
10. Locate and double click the correct Donor.
If you do not locate a donor, you will need to create a new Contact with all provided information in Salesforce.
The Donor # has now been updated.
Verifying and Correcting the Appeal #
8. Verify the Appeal # of each transaction.
9. Enter missing Appeal #s.
e.g. W26H, O26H
Appeal Channel: W for White Mail, O for Online Bill Pay
Fiscal Year: 25 for FY25
Month: A-January, B-February, C-March, D-April, E-May, F-June, G-July, H-August, I-September, J-October, K-November, L-December
The status of the batch is now set to Verify.
The next step is to Perform a Final Verification of the Amount.