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Development and Volunteer Services
AQ2 - Donation Processing
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1. Donation Processing Checklist
1 Article
1.1 Donation Processing Checklist
2. Mail Pickup and Sorting
2 Articles
2.1 Pick up Mail
2.2 Sort Donations by Batch Type
3. Scanning Batches
2 Articles
3.1 Scanning Singles Batches
3.2 Scanning White Mail (Check Only)
4. Processing Credit Cards
5. Data Entry and Verification
7 Articles
5.1 Find Recently Scanned Batches in Job Manager
5.2 Removing Incomplete Transactions
5.3 Perform Data Entry on the Singles Batches
5.4 Verify the Coupon
5.5 Perform a Final Verification of the amount
5.6 Perform Data Entry on the Check Only Batches
5.7 Creating a Donor Contact
6. Sending to Salesforce and the Bank
2 Articles
6.1 Sending the Batches to Salesforce
6.2 Prepare the Batch for the Bank
7. Support / Misc Processes
4 Articles
7.1 Adjusting the Scanline in AQ2
7.2 Adding Appeal Codes to Aquirt
7.3 Testing
7.4 Support
8. Daily Donations
3 Articles
8.1 Provide Donation Total to Finance
8.2 Processing Non-Donation Checks
8.3 Processing ACH / EFT Donations