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.
If you're unable to log in, follow the steps in this article.
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.
Check out this clip from Planning Center University.
Batch defaults and check readers can significantly speed up your counting process.
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.
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.
See the Giving Integrations article to check out third-party integrations that have some of this functionality.
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