To use the Bank (X937) file, you must obtain file specifications from your banking institution, configure them to the Batch Manager Tool accordingly, and receive the file approval from your bank.

• Virtual endorsement (including a specified endorsement virtually as part of the scanned check image file) is also available. See x937 File Setup for details.
• Check images convert to black and white.
  Note: Checks with red, green, pencil or other light-colored ink do not scan or convert to black and white well. Thus, your bank might reject them. Consider contacting these Donors.
• You can include multiple Batches in your export. All included Batches transact at the bank as one Deposit.
• Batches must not exceed 300 items each. If you attempt to export a Batch containing more than 300 items, a warning message displays.
• X937 files only include check images. Envelopes or other scanned images are excluded from the file. Generating a X937 file from the BMT only correctly transmits to your bank if you scanned the Batch(es) in the BMT (not another application).
• You can rename X937 files to meet your bank's requirements - including the file extension. If needed, you can configure your X937 File Setup to format the file per your bank's requirements when you create the file. If you previously had a X937 file configured for the BMT and want to take advantage of this feature, email Support the file name format and an example.
• The Export dialog box for X937 files includes a searchable list of the most recent 500 Batches - even if previously finalized - not in a Deposit.
• It also includes a filter for Congregation and a filter to show or hide finalized Batches.
• If the Create Deposit Record box controls whether the Batches create a Deposit included in the export file.
• If there are multiple export settings configured, you can also choose the correct Bank from the Export Settings drop-down list.
• The X937 file export requires a check front and check back image for each Donation. Without these, regardless of the "Payment Type", the file will error or the export will be unsuccessful.

Once Exported, an Export Summary displays the Batch count and sum. If needed, copy and paste this information for your records or include correspondence with the bank.