Hi all,
Hope you're staying safe out there. We're looking at developing protocols for batching remotely. We're thinking we'll have someone in the Finance office open the mail, scan the checks and email them to Development, then Dev can process the batch and reviewers can go over it as a PDF.
Is anyone batching remotely? Do you have any tips/ideas? Please let me know.
—Cristy (LA Opera)
We have a process like this already - Checks and envelopes are scanned, excel tracker with Date, Check Date, Check Number, From, Description, Department, Opener #1, Opener #2, Finance Recipient, Depositor. These files are sent to a distribution list. Typically it is the front desk that opens but the process can change easily.
This is so helpful, thank you!