To scan envelope-only 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. Please note: if your batch template does not contain a default designation, the amount in the scanner application will remain at $0

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

  9. Click Save & I’m Done

Scan Batches

  1. Launch the Vision2 Check Scanning software

  2. Login with your V2 admin portal username 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 the first envelope in the scanner hopper. Please note: Envelopes must be placed into the hopper one at a time

6. Click the This Batch Contains Envelopes Only button

7. Click the Play button to scan the first envelope

8. The scanned envelope will appear. Type in the dollar amount from the envelope

9. Click the Return button to scan the next envelope

10. Repeat steps 7-9 to add remaining envelopes to this batch

11. When your Planned totals equals your Actual totals and all envelopes have a status of Finished, you have completed scanning this batch

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