You will need the Remote Deposit permission to perform these actions. Remote deposit will also need to have been enabled on the account.
In One Church Software, go to Contributions > Remote Deposit in the left-hand menu to open the SmartPay portal.
Tip: The steps that follow take place in the SmartPay portal by Jack Henry. That portal is provided by Jack Henry, so its layout may look slightly different from the screenshots below.
Creating and Scanning a Deposit
On the next screen, go to Transactions > Remote Deposit Complete:
To start a new deposit, click Create New Deposit in the lower right:
You must have your scanner connected and online to create a new deposit. If you haven't installed the check scanning software yet, the system will prompt you to install it. See How do I set up my check scanner for remote deposit? for details.
Once the scanner is detected, the Create button becomes clickable. If you see a "Session validation failed" error in the Scanner Interface section, refresh the page so it can try again.
Enter the number of checks to deposit and the total amount, then click Create.
Warning: The number of checks and the total amount cannot be changed afterward without creating a new batch. Make sure both are entered correctly here.
Tip: A couple of best practices when creating batches:
• Create one batch per giving designation and per received date. This makes it easy to bulk-update the designation for an entire batch once it imports into One Church.
• Name the batch something easy to recognize — for example, the date, service time, and designation (6/23/2024 10:45am General).
Once the batch is created, scan your checks. They will populate on the screen. The system reads the amount written on each check, but this may take a moment and can show $0.00 while it analyzes the check. Click Refresh in the upper right to update the table; the amount appears once it has been determined.
You will see an alert if a check is recognized as a duplicate, has an invalid MICR (Magnetic Ink Character Recognition), or needs a rescan due to poor image quality. Hover over the alert for more details, then use the Delete or Rescan options on the right side of the check to fix the issue.
Note: If the deposit amount shows "To be Keyed," the amount cannot be read automatically and the SmartPay balancing team will enter it for you.
When you finish scanning checks, click Complete Deposit in the lower right. This returns you to the main listing of open deposits.
Processing Deposit Batches
When you are ready to submit one or more batches for processing, go to the Open Deposits screen, check the ones you want to submit, and click Close Deposit in the lower right. Only batches whose expected and actual item scans match each other can be closed.
Once a deposit is submitted for processing, it is automatically imported into One Church within a few minutes.