General Recommendations

• You may want to keep the Platform open in another tab so you can do the following without leaving the Batch Manager Tool:
  • Search for related donor, program, and other details
  • Use tools like the Add/Edit Family Tool
  • Run reports on these batches from the Batches page during or immediately after your data entry
• You don't need to finalize each batch one at a time. You can create all your batches and do all your scanning first and then go back to each batch and assign donors, dollars, and so on, and then finalize. You can also split scanning, assigning, and finalizing duties among various volunteers and/or staff members.

Batch Composition

You can assemble multiple batches into a single deposit in MinistryPlatform for your bank. We recommend you divide your check and cash donations into batches to save time in the Batch Manager Tool:

• Keep batches small enough to manage during counting and entry. Between 50 and 100 items is best.
• Group checks into batches with only one payment type (for example, checks).
• Group checks with a single designation into batches.
• Group checks with multiple designations, bill-pay checks, or mission trip donations into batches. These items require more scrutiny.
• Batch items by campus or service if your church reporting and reconciliation requirements call for this.