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Match Transactions

When you've used the check scanning software to add checks or scanned images of envelopes to a batch you must match them to individuals before you can close the batch. To start this process, open the batch you want to work on under Finance > Batches and then click the Match Transactions button.

This will launch a screen to walk you through each check (or envelope) and allow you to tie them to an individual and enter the amounts into the proper accounts.

  1. Progress Indicator - This lets you know how far along you are in the process of matching all the scanned checks to people.
  2. Add Family/Business - You may find that the transaction is for someone who is not currently in the system. Using these buttons will pop up a new window where you can add them.
  3. Settings - Allows you to select which accounts you are entering amounts for.
  4. Check Images - The images of the scanned checks are shown here.
  5. Individual - Rock can match a person to the account and routing number of their checking account. If a person already matches the check's account information, you can pick them from the list.
  6. Assign to New - Assigns a new individual to the check’s account number.
  7. Envelope # - Allows you to search for an individual by their giving envelope number. This requires that the Enable Giving Envelope Number Global Attribute is enabled. See the Giving Envelopes chapter below for details.
  8. Person Details - The screen will present the currently matched person's address and contact information. This is a great way to not only ensure that you have matched to the current individual but also that their contact information has not changed.
  9. Account Split - Accounts are shown to allow you to split the check's total across multiple accounts based on notes in the memo field of the check or outside of the envelope.
  10. Navigation Buttons - Buttons at the bottom of the screen allow you to go to the next record or re-visit a previously completed record.

Note

Saved Check Matching
Once a person is matched to a check via the check's MICR information their name will be displayed in the 'Individual' dropdown shown in item #5 above.

Multiple People Matching at the Same Time

With large batches you might want multiple people to work on matching at the same time. Rock allows this by making sure that each person gets a different record to work on.

Process Checks Businesses