You will need the Remote Deposit permission to perform these actions. Remote deposit will also need to have been enabled on the account.
Navigate to Contributions > Remote Deposit from the left-hand menu within One Church to access the SmartPay portal.
On the next screen, go to Transactions > Remote Deposit Complete:
From here, you can create a new deposit by clicking on the "Create New Deposit" button in the lower right:
Note that you must have your scanner connected and online to be able to create a new deposit. If you haven't already installed the check scanning software, the system will prompt you to install it. Please see this article for more information.
Once the scanner is detected by the system, the "Create" button below will be clickable. If you get 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 as well as the total amount and then click on Create.
Important: The number of checks and the total amount cannot be changed afterward without creating a new batch. Please make sure these are entered correctly here.
Best Practices:
Create a batch per giving designation and per received date. This will help make it possible to quickly bulk-update the designation for an entire batch once they are imported into One Church.
Name the batch something that is easy to remember. For example, include the date, service time and designation in the name (i.e. 6/23/2024 10:45am General).
Once the batch is created, scan your checks in. They will populate on the screen. Note that the system will read the amount written on the check, but it may take some time and may show $0.00 while it is analyzing the check. Click on the "Refresh" button in the upper right to refresh the table. The amount will show once it's been determined.
You will see an alert if a particular check is recognized as being a duplicate, has an invalid MICR (Magnetic Ink Character Recognition) or requires a rescan due to poor image quality. Hover your cursor over the alert for more details. Use the "Delete" or "Rescan" options on the right side of the check to fix these issues.
Note: If the deposit amount shows "To be Keyed," this means the amount cannot be automatically read by the system, and field entry will be performed by the SmartPay balancing team.
Once you are finished scanning checks, click on the "Complete Deposit" button in the lower right. This will take you back to the main listing of open deposits.
Processing Deposit Batches
Once you are ready to submit one or more batches for processing, from the Open Deposits screen, check the ones you would like to submit and then click on the "Close Deposit" button in the lower right. Please note that only batches that have the expected and actual item scans equal to each other can be closed.
Once a deposit has been submitted for processing, it will be automatically imported into One Church within a few minutes.
Other Helpful Articles
How do I enable remote deposit and is there a cost?
How do I set up my check scanner for remote deposit?