breeze church management exporting notes

Breeze Church Management: Exporting Notes Made Easy

In today's fast-paced church management landscape, efficiency is key. That's why Breeze has designed a seamless check scanning process that makes entering giving transactions a breeze. With its innovative technology, you can now easily export notes and manage your church's financial records with ease.

To start, simply hook up your check scanner to Breeze and select the 'Check Scanner' option from the dropdown menu next to the 'Person' label. The system will automatically interpret the output as needed, including the MICR number on the bottom of the check. If the donor has previously given through that account, their name will be populated in the field.

If this is the first time a gift has been given from the scanned check's account, you'll be prompted to supply the donor's name. From there, simply scan the check and follow the prompts to add the amount given and any additional information.

One of the benefits of Breeze's check scanning feature is that it automatically associates the gift with the correct profile in your system, speeding up the process of entering giving transactions. You can also hover over the image to retrieve the donor's mailing address for easy reference.

If you need to add more details, such as specifying a different date, fund, or payment method, simply click 'Add Details.' Breeze will remember this selection for future use.

In cases where the scanned check number doesn't match any existing envelope numbers, you'll be prompted to match the number with a person in your database. With these simple steps, you can efficiently manage your church's giving transactions and export notes for easy tracking and analysis.

By leveraging Breeze's innovative technology, you can streamline your church management processes and focus on what matters most - serving your community.

Breeze church management exporting notes