Bank account details verification by calling banks has already been a standard procedure before activating payments in the fundraising industry. Follow the below steps to process the verification.
1. Filter for the donors that you have not done the bank check for (e.g. filter for the donors signed up yesterday) in donor manager.
2. Click table view button (see below).
3. Click 'Bank Verification' button in blue (see below).
All the information to be used in the verification call will appear in the table. Call the number in Bank Contact column, press keys mentioned in Quick Code and verify the account.
4. Select the outcome in the 'Validation Outcome' column.
Please go through data in all pages if multiple pages are mentioned at the top right corner of the screen.
That is all. You can go back to the usual Donor Manager screen by clicking 'Donor Manager' button shown the the top right corner of the screen.
Validation Outcome field can be exported. The field is called AU_BANK_Validation Outcome in the field mapping table.