Please note: This article walks you through the setup and use of the V2Scan2 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 50-item or less 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 is required when creating the new batch.

Create a New Batch(es) in Admin Portal

  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, in the Planned Number of Items in this Batch, type the number of checks this batch contains

  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

Launch the V2 Scanning Application

Initial Launch

If this is the first time you have launched this application, please do the following

  1. Right-click on the Scan2 For Vision2 icon and click Properties

  2. Click the Advanced button

  3. Click the Run as Administrator check box

  4. Click Ok

  5. Click Ok

  6. Launch the application

  7. Verify that your Scan2 Check Scanning Settings are correct (see image below)

  8. Click the Close button

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

Subsequent Launches

  1. Launch the application

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

Scan Batches

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

  2. Click on your batch from the list

  3. Place checks in scanner hopper

  4. Click the This Batch Contains Checks Only button

  5. Click the Play button to start scanning

  6. The scanned items will populate

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

Add an Envelope to a Scanned Check

  1. Place the envelope in the scanner hopper

  2. Click the pencil next to the check

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

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

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

Override the Account Number and/or Routing Number

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

  2. Override the account number and/or the routing number by typing over the current information

  3. Click the Save button in the upper right corner

  4. You will see the updated information in the 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 V2Scan2 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.

To download the full process document, including original setup steps, please click the button below.

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