Check Scanning

Written instructions for working with the Vision2 check scanning application

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

Please note: This article walks you through the using the Scan2 check scanning application. To review the article for working with scanned batches in the V2 admin portal, please click here.

Pre-Scan Tasks

Before scanning your batches, please make sure you have separated your checks into batches 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 (as well as the number of items) is required when creating the new batch.

Create New Batch(es) in Admin Portal

  • Login to the V2 Admin Portal and navigate to Data Entry > Batch Entry > Batches

  • Click the Add a new Batch + button

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

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

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

  • In the Batch Details section, in the Planned Number of Items in this Batch, type the number of checks this batch contains

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

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

  • Click Save & I'm Done

Launch the V2 Scanning Application

Initial Launch

  • If this is the first time you have launched this application, click the gear icon in the upper right-hand corner

  • In the Client Domain text box, enter your domain name

Please Note: The client domain will only need to be entered the first time you launch the application. Your client domain is the same as your V2 Admin portal subdomain.

For example: if your admin portal URL is, your client domain for the scanning software is mychurch.

  • The remaining settings should be pre-filled. Please Note: The Time Zone setting is the current time zone on your computer.

  • Click the Close button at the bottom of the settings page to save your changes.

Now you are ready to login with the same email address and password you use to login to the V2 Admin Portal!

Subsequent Launches

  • Launch the application

  • Login with your V2 Admin Portal user name and password

Scan Checks

  • Select the batch you will be scanning to from the list on the left-hand side

  • Place checks in scanner hopper

  • Click the This Batch Contains Checks Only button

  • Click the Play button to start scanning

  • The scanned items will populate

  • When your Planned totals equal your Actual totals and all items have a status of Uploaded, you have completed scanning this batch.

    Please note: if the batch template you selected for this batch doesn't have a default designation associated, the Actual totals will not update in Scan2. However, the images will upload to admin portal so you can edit the items and post the batch.

Add an Envelope to a Scanned Check

  • Place the envelope in the scanner hopper

  • Click the pencil to the right of the check for which you need to add an envelope

  • On the Edit Batch Item screen, click the envelope icon

  • Once the scanner reads the envelope and associates it with the check, you will be returned to the main batch screen

Override the Account Number and/or Routing Number

  • To edit a scanned item, click the pencil to the right of the item you need to edit

  • Make any needed changes

  • Click the Save button in the upper right corner

  • Your changes will be uploaded to admin portal. Please note: the account number in the admin portal will be masked, showing only the last 4 digits of the account.

Check Viewing Order in Admin Portal

In the admin portal, your checks appear in the order they were scanned through the Scan2 application. Please Note: if you rescan an item in place, it will remain in order. If you delete the item and then rescan, it will be moved to the bottom on the list.

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