Using the ProfitStars Remote Deposit Capture solution gives users the ability to split contributions between funds!
You decide whether to process a batch in either a single fund or split fund workflow.
Note: Each check in a split batch must be split and balanced before the batch can be finalized. See the alert in the image below:
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Tip! Don't switch between single and split batches unless you are absolutely sure you need to. When you do, all of the details at the contribution level will be lost. There is no undo button!
For each transaction, you will see:
To split contributions. simply select the appropriate fund/pledge drive and sub fund (if necessary) for the first gift, enter the amount, and then click the Add another link to enter the next one.
If the fund designation does not total zero, the batch cannot be saved and you will receive an error message.
You will also see the amount that the batch is out of balance in red:
Checks with shared account numbers can also be processed in a split batch. Follow the same process you would use when processing a single matched contribution. See RDC Shared Accounts.
Checks can be matched to the individual or household following the same business rules for single fund batches. However, you aren't required to match the contribution to an individual or household during this workflow. See Matching Unmatched Items.
After you've entered all of the split contributions and if there aren't any issues with your batch, click Save.The Contribution Details will be saved.
See Reconciling Remote Deposit Capture Batches for more information on processing batches.
When conducting an audit on a deposit with splits, you will see a screen like this:
To drill further down in to the batch, you click Show splits. You will see the contribution information and fund details
