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Remote Deposit Capture Workflow
Remote Deposit Capture (RDC) is the process of scanning checks into the ProfitStars portal and saving the successful batches into Fellowship One. The workflow below, displays the step-by-step process of first batching your checks by fund, scanning them into the ProfitStars portal and then matching and saving the batches in Fellowship One.
The RDC Workflow
Base Features
The base features of the ProfitStars RDC application are:
- Create batches and scan checks in bulk transforming paper checks into electronic transactions.
- Using technology or human interaction, ProfitStars will determine the account/routing numbers and amounts for each check. Human interaction is only needed if the account/routing line or the check amount is obscured or illegible. If human interaction is needed, additional fees will apply for each check that must be deciphered by a human. Consult your ProfitStars fee schedule for details.
- ProfitStars will verify the batch according to the control amount entered by the church. If the control amount is within $10 of the actual processed batch amount, the batch will process and ProfitStars will adjust the batch accordingly. If the control amount is greater than $10 of the actual processed batch amount, the batch will be rejected and church staff will receive an email notification.
- Fellowship One will poll ProfitStars regularly for batches that have successfully completed ProfitStars processing routines. All successful batches will load in Fellowship One in a pending state.
- Fellowship One will auto-match check transactions to individuals if the account/routing number for a scanned checks has previously been matched to an individuals account record.
- Church staff will:
- review a batch's transactions and match any unmatched items to individuals.
- apply a received date and associate fund designations as appropriate.
- (optionally) apply an activity to the batch if appropriate.
Additional Features
Some additional features included with the RDC application are:
- Churches may associate an activity date and time to the batch of remote deposit transactions.
- A system audit trail for all user interaction within the batch.
- The ability to add new people, as individual records and contributors without breaking the workflow (including address verification).