Processing Checks Faster

We do the same process, so I'd like to know if there is another method too.

I think that PaperSave offers something. I went to their happy hour presentation at the last BBCON and they were demonstrating some workflow capabilities that they have, and am almost certain that one step of it was to add the gift based on the image of a check. I don't know much more about it, but I'm fairly sure it was this product:
https://www.papersave.com/solutions/features/transaction-automation/


Karen

We manually add checks to a batch after they are deposited, and we would love a faster method. I could spend 2 days working on deposits sometimes. We are looking for a faster way as well, because the delay in receiving, depositing and then manually adding checks to RE can give us up to a week before the constituent gets mailed a thank you letter. We would love to shorten that timeline. I am curious to hear peoples solutions.

Currently, we are in the implantation phase using Aqurit (AQ2) software in streamline our donation process and receipting operations. The new system will automatically capture, pose and manage donor information and gifts from donor cards, appeals and correspondence with unsurpassed speed and accuracy.

Interesting idea -- makes me cautious about a pile of dupes that will need investigation and merging though. Just an item for the con column.

Holly Finneran‍ how are they "manually" added? Just curious because Papersave would allow this too. (No, I don't work for Papersave and never have. ?). And I don't remember which specific product it is, but a small scanner is connected to the computer of the gift processor. You scan anything you want - check, RSVP card or reply device, note included in the envelope - at the end of a gift batch row. When the batch is committed, all of the images attach to the gift record.


This is different than media or attachments that are native to RE. If it is something your organization might look in to, I would definitely investigate other software that might allow for scanning and attaching to Attachments in RE in addition to PaperSave.


Karen

Hi Karen,

We currently manually type all our checks into a batch, we still get a large amount of physical checks. I have considered utilizing importomatic, but someone would still need to type them into an Excel CSV. I would love to speed up this process, but our biggest issue is the flow of paper through our office. Our Management would like thank you letters to go out 48 hours after the checks are in house. Currently the day they arrive they are typed into a check log to be sent out to management, the checks are then dropped to finance for deposit (which is typically done at the end of the day), then they come to me for input into RE, but I manage our entire database of 60,000+ constituents (I do all gift entry, online gifts, mailing lists, cleanup, managing TeamRaiser for events, so on and so forth). I do my best to get them into RE as quick as possible to be able to merge letters, but the 48 hour timeline, plus the amount of hands it touches before it gets to me, greatly slows down the process.


We did a big appeal and in the last 2 days we have received 100+ checks, it took me almost all day yesterday to input the information into a batch. Luckily these are all existing constituents, but a majority of them need to be linked to tributes. Not only am I looking to refresh our internal process in the office but also ways to make the input into RE quicker, to get letters out quicker.


I have never utilized PaperSave, so I don't know much about it. We can be cheap when it comes to adding products, we still utilize RE7 (self hosted) and we also have Import-o-matic as well.


All suggestions are welcome

Yes. We migrated to a system which works through the Sky API called Aq2.