Here's how to scan a check in Giving 2.0 :)

Once the application has been submitted and the organization has received credentials to enable ProfitStars:

1. Choose ‘Check Scanning’ from the Giving menu on the left

2. Click the arrow to the left of ‘Check Scanning’

3. In the dropdown menu, click ‘Portal’ and a new tab will open, allowing a single sign on to the ProfitStars portal

4. Once in the ProfitStars portal, scroll down and click on the ‘Remote Deposit Complete’ link or in the Dashboard menu on the left, choose Transactions and click on the ‘Remote Deposit Complete’ link

5. Click the ‘Create New Deposit’ button

6. Enter details: Deposit Name, Number of checks, and Total Amount
(Information on Scanner Terminal Number to come)

Note: Location will be set based on the bank information used during the set-up process

7. Click the ‘Create’ button

8. Scan checks individually

9. Between scans, if you wait a few moments and click the ‘Refresh’ button the Deposit Amount will load

Note: If the deposit amount says ‘To Be Keyed’ wait a few more moments and click the ‘Refresh’ button again

10. Check that the Control amount matches the Scanned amount, then click the ‘Complete Deposit’ button

11. Either click the ‘Create New Deposit’ button to scan a new check batch or click the ‘Close Deposit(s)’ button

12. A pop up will ask ‘Are you sure you want to close the selected deposit(s), click ‘Close’

13. An additional pop up will confirm the deposit has been closed, click ‘Ok’

14. Return to Giving and click ‘Check Scanning’ in the Giving menu on the left

15. Find your deposit under the Deposit Name given when creating the check deposit in ProfitStars

16. Click the green arrow symbol on the right to view the details of your newly scanned check batch

(The ability to view the front and back image of the checks and to allocate the amounts to the separate funds to come)

Did this answer your question?