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Matching Items in the Batch

While you are in the process of saving your batch designations, you may notice that some items are not automatically matched to contributors. This happens for any or all of the following reasons:

• New contributor
• Existing contributor with new account information
• Offering envelope was scanned instead of a check
• Check was printed on a home printer and the MICRMagnetic Ink Character Recognition is a character recognition technology adopted mainly by the banking industry to facilitate the processing of checks. It's a number printed on every check that represents the check number, the account number and the bank's unique routing number. Fellowship One stores this number to enable fast processing of giving through the Fellowship One Contributions application. line is not magnetic ink

In any of these cases, your batch will appear with Unmatched items. We recommend matching these as you are saving your scanned batch.

Tip! Remember that once an account and routing number have been matched to a contributor, any future contributions from that account automatically match when a batch is submitted.

Unmatched items

To match an unmatched contribution

1. Go to Giving > Contributions > Scanned Batches if you are not already there.
2. Click the name of any batch with the Pending status. Contributions within the batch appear.
3. Click Match beside any contribution with Unmatched in the Attributed To column.

   Unmatched contribution

   

4. Choose the type of contributor to locate by selecting Individual or Organization.
5. Search by Name or Address (you may also search by Member or Envelope # if the contributor is an individual).

   Note: Always try searching in multiple ways to ensure you have tried all avenues before creating a new record. For example, try a partial name or address search.

6. If you cannot locate the individual or organization, click the appropriate type and then choose the New option. It will read New individual for Individual and New organization for Organization.

   New individual

   

7. For new individual contributors, you may choose whether to apply the contribution to an individual in the household or the household.

   Individual or household

   

8. Click Next item at the bottom of the screen or Return at the top of the screen to return to the list of contributions within your batch.
9. Repeat the matching steps for each Unmatched item.
10. When all items are matched, continue applying designations to the batch.

Shared Account checks

If a scanned check is from an account shared by multiple contributors, the account always appears Unmatched in your batches. When you click Match, all contributors display as choices for matching.

Note: Shared accounts are typically caused when contributors use their bank's online bill pay services. The bank debits the contributor's account and then pays with a check from the bank's account. Because multiple contributors may use this service, shared account checks can occur. See Shared Accounts for more details.

Whoops! I saved my batch before matching!

No problem! Any unmatched contributions will appear in the Giving > Contributions > Unmatched queue. You may match contributors from this queue as well.

Note: Using the Unmatched queue will break the audit trail. Anything you match using the unmatched queue will not be reflected in the scanned batch audit trail. You will typically only used the Unmatched queue if you have forgotten to match prior to saving a scanned batch.