Development and Partnerships

Job Manage and Data Entry

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After checks have been scanned, you will need to Verify and complete Data Entry depending on the batch type.  This will prepare the donations to be sent to Salesforce (Luminate) and the Bank.

Processing a Single Batch

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Make sure all checks and coupons are facing the buttons that says Jog, Start and Stop (i.e. the right side of the scanner). Ensure the Mail Date is correct.  If you were processing checks for the previous month (i.e. it's the 1st and you want donations to be recorded as the 30th), you'll need to change the Mail Date to be the previous month.

Provide Donation Total to Finance

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Once you have processed the donation for the day, Finance (Dearbourne) will need to know the amount of money deposited.  Running this report will also get you the amounts for the verification letter.

Processing Non-Donation Checks

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We can process checks that are not donations (Cobra, rent, etc).  Ideally, you'll want to do these checks first thing in the morning not to get confused with other Donation batches. As long as Finance knows which batches are donations vs which ones are not, that is really all that matters.

Creating the "Production Verification Letter" to Mail to Bank

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We send a file to the bank that SunTrust will validate against the files (aka the money transfers) that we sent via FTP to be deposited.

Separate donations by batch type

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There are five types of batches; Singles, Check Only, Coupon Only, Check Deposit Only and Multiples.

Scanning Batches

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Donation Checklist

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High-level checklist of all the items that should be done.

Support

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AQ2 support is great to provide assistance should you ever receive any error messages that you don't know what to do.  If you call and they are unavailable leave a message and they are prompt about returning calls. They are located in Alabama. Andy Williams helped establish our coding between AQ2 and Salesforce so you may talk with him. However there are others are on the team that are just as helpful.

Pick up and Open Mail

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Post Office mail is picked daily at 41 Marietta St NW Lobby Atlanta, GA 30303-9997. We have two mail boxes, numbers 1807 and 1808.   Parking is metered on the side street but in front of the building free. If you arrive before 7am parking is free at meters. Park Atlanta fees ticket is $35. At Mission Support, open the mailbox to your left of the glass doors and add that mail with the rest you’ve picked up.