We’re excited to introduce the upgraded Batch Manager Tool! With this enhanced version, you’ll see a more streamlined manual entry process, enhanced privacy controls, quick and efficient processing of pledges, and more.
And while we’ve upgraded the tool to work better for you, many of the processes you’ve learned to use the BMT have stayed the same – think new look with new capabilities, same great tool!
Manual Check Entry
Good news for our smaller churches – you can now manually enter cash and checks into the Batch Manager Tool! You can enter an item number or check number without having to access the ABA and Account Number fields. We’ve also removed the preview of the check image, account number, and routing number fields. Now you can just enter what you need to enter without the image and fields taking up all your screen space!
We’ve also reordered the fields so that they make more sense. Now you’ll find your Donor record first, then enter the amount, and then add your donation distribution details and memos. And don’t worry, you can still tab through your fields!
Additional Enhancements
You can now filter for batches by searching the batch number, batch name, and batch date. You can even select a date range, if you’re not sure the exact date of the batch. This will help you find what you’re looking for in record time!
At the bottom of your batches, you’ll see the batch’s expected total (or totals, if you entered pledges and donations), the entered payment total, and the balance. This is just a quick visual to make sure you’re on track!
Watch our recorded webinar, Introducing the New Batch Manager Tool, for an in-depth look at the new enhancements.
Leigh Ann Ortega
Leigh Ann joined the ACST team in 2019 as a Product Marketing Manager. She oversees the launch and overall communication of key solutions to support the church’s needs. Prior to joining ACST, she spent several years in communications and graphic design roles, most notably as a Communications Director for a large church in Florence, SC, where she leveraged Realm to help solve key ministry challenges.
