If the OCR can't read a check's MICR or you have the Account and Routing numbers details for a Donor, you can search for Donors using their Account and Routing Number. The system matches Donors from this information based on their Donor Account record in the Platform. You are required to have both the Account and Routing numbers to perform this search.
On the Donation row, click the Routing or Account field to open the Edit MICR Data dialog.
Enter the Routing number as an ABA field.
Enter the Account number in the Account field.
Note: To speed data entry, you can enter the Routing and Account number for multiple Donation rows before clicking Match Donors. This matches all entered Donors at once.
Optional: Enter the Item number.
Click Save.
Click Match Donors.
If one match is found, that Donor is assigned.
If it matches multiple Donors, use the Multiple Matches Found drop-down list to select the donor.
