To add envelopes to your scanned check batches, please follow the steps below:

If you have not installed the newest version of the Vision2 Check Scanning software, please start here

Pre-Scan Tasks

Before scanning, please make sure you have separated your envelopes into batches of 50 items or less that correspond to your created batch templates (church service time, campus, etc.). Additionally, please run a tape on each batch, as the total dollar amount is required when creating the new batch.

Create a New Batch

  1.  Login to the V2 admin portal and navigate to Data Entry > Batch Entry > Batches

  2. Click the Add a new Batch + button

  3. In the Batch Number text box, provide a name for this batch. It is recommended to use a standard naming convention for your batches. 

  4. In the Batch Template search box, type an asterisk (*) and select the template you wish to use for this batch

  5. In the Batch Date text box, type the date that you wish to show on donor statements as the gift date

  6. In the Batch Details section, type the number of envelopes this batch contains in the Planned Number of Items in this Batch 

  7. In the Batch Details section, in the Planned Receipt Amount text box, type the dollar amount from the tape for this batch

  8. Review the Selected Template Details section to ensure you selected the correct batch template

  9. Click Save & I’m Done

Scan Checks

  1. Launch the Vision2 check scanning application

  2. Login with your V2 Admin Portal user name and password

  3. Click the magnifying glass to retrieve a list of batches created in the V2 Admin Portal

4. Select your batch from the list

5. Place checks in the scanner hopper

6. Click the This Batch Contains Checks Only button

7. Click the Play button to start scanning

8. The scanned items will populate

9. Once all checks in the batch have been scanned, place the first envelope in the scanner hopper.

10. Click the pencil next to the check that matches the envelope

11. On the Edit Batch Item screen, click the envelope icon

12. The scanner will read the envelope and associate it to the check you selected

13. On the Edit Batch Item screen, click the save icon to return to the main screen

14. Repeat steps 9-13 to add the remaining envelopes for this batch

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