Introduction for Counters

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Congratulations, you are now a Giving Counter! A Counter is someone who counts cash and checks after a service but doesn't need access to donation history. You can count physical donations and enter them into Giving. This guide provides an overview of your access.

Tip

If you're unable to log in, follow the steps in this article.

Batches

You have access to batches , the place that holds all the physical donations. You can organize batches in the way that makes the most sense for your church, as long as the other Counters understand your system.

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Check out this clip from Planning Center University.

Tips for Speeding Up the Process

Batch defaults and check readers can significantly speed up your counting process.

Batch Defaults

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When creating batches, you can set up defaults for all the donations you're entering. Change the defaults as you enter more groups of donations.

Check Readers

If you regularly get checks, using a check reader will make inputting those checks much easier.

A check reader does:

  • Automatically select the donor profile every time you scan a check with that number after you've assigned the number.

  • Read the numbers at the bottom of a check (the “MICR”). The check number isn't always included with the MICR, but when it is, the check number field will be auto-filled while adding that donation to a batch.

A check reader does not:

  • Scan the check (copy and store the image of the check) or do Remote Deposit Capture.

  • Capture the check amount.

  • Read a check number.

Note

See the Giving Integrations article to check out third-party integrations that have some of this functionality.

Notification Bell

Administrators will be able to see any notifications related to them in the Admin Notifications Inbox. You can find this inbox at the top right corner of any page by clicking the bell icon.

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If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.

Get Help and Support

Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.

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When you click that, you'll see this helpful dialog box.

  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.

Phone Calls

We're dedicated to getting you an email response within an hour whenever we can. We look into the issue in detail, ask for help from other seasoned members of the team, or even consult a developer, if necessary. This type of direct assistance and shared knowledge isn't available when on the phone.

However, if you do need a phone call, you can schedule one when you open a ticket.

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