Counting a batch of cash and checks, with two counters
Open a batch, enter each gift, match the deposit slip, and have a second person verify it from their own sign-in.
A batch is one count of cash and checks, usually Sunday's offering. Counters (Giving editors) land on Batches when they open Giving.
Count it
- Choose Count a batch. The date is last Sunday unless you change it.
- Type the amount on the deposit slip. Count the cash by bill, and add the bag number.
- Enter each gift on the typing row: a name or envelope number, how (cash or check), the fund, and the amount. Enter saves it and starts the next. Loose plate cash is one unnamed line.
- The entered total turns green when it matches the slip. If it's off, the hint says where to look, like cash counted by bill that doesn't match the cash in the rows.
- Ask a second counter to verify.
Verify it
The second person opens the batch on their own phone or computer, signed in as themselves, counts it too, and says whether it matches. The person who counted can never verify their own batch. When it matches, the batch is committed; a committed batch isn't edited, only corrected by a manager with an adjustment and a reason.
Only one counter
If your church allows it, choose Only one counter today and say why. The batch is committed, the reason is logged, and a manager is reminded to verify it within a week.
Print a count sheet with both names, the bills and the bag number, and a deposit slip summary.
Practice batch lets new counters learn without anything counting.
Open in PraisePad to try it