The Raiser's Edge Gift Transaction Automation

Make your Donation Dollar go further with EzeScan.
Take the effort out of donation processing with advanced automated data capture and native integration with The Raiser’s Edge. EzeScan delivers the fastest most cost effective method available for you to ingest both hard copy and electronic remittances into your donation and gift processing workflows.

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The Raiser’s Edge Integration enables you to:

  • Reduce the amount of time and cost to process donations
  • Effortlessly capture donation data values from scanned cheques, remittance slips, web donations and email
  • Automatically find/create constituents
  • Automatically find/create bank details using BSB and Account #
  • Apply processing rules for single or split gifts
  • Validate credit card numbers
  • Browse appeals, funds and campaigns
  • Browse constituents and optionally pre-populate search results using a name
  • Seamlessly push data to The Raiser’s Edge Gift batch processing queue
  • Automatically upload the PDF pledge document to a folder linked to the constituent record.

Scan / Import

Scan your donations (pledges and gifts) using EzeScan’s professional production batch scanning capabilities or import from a folder or direct from an email account. Save and reuse your scan job workflows including your digitisation standards and selected image enhancements. Numerous output image formats can be selected including TIF and text searchable PDF, PDF/A. EzeScan provides support for a large range of scanner hardware including multifunction devices. Scan and process as many remittance slips as you want without any volume based restrictions.


Capture

Limit operator data entry. Let EzeScan capture your selected donation data values from all your remittance slips and cheques using built-in recognition technology and lookup capabilities. These values can be validated against your fundraising system to ensure data integrity is maintained and exceptions are flagged. If required an operator can effortlessly correct any exceptions on the fly.


Automate

Automate your donation processing with EzeScan. EzeScan provides automated scanning, image enhancement, data capture, validation and upload including your web based donations. By limiting the number of keystrokes or eliminating them altogether EzeScan can deliver impressive productivity gains.


Integrate

EzeScan provides ‘out of the box’ native integration with The Raiser’s Edge and many industry standard EDRMS. With a highly configurable interface EzeScan provides rapid deployment measured in days not months, eliminating the need for expensive and time consuming custom scripting or programming services.


Deployment Options

Depending on your volume of donations and the level of automation you require, EzeScan can be deployed as a Workstation solution, Server solution or a combination of both. Flexible licensing options are available to facilitate segmented workflows. These include named and concurrent licences for scan workstations and indexing/validation workstations.