User guide

Check Scanning
20
Scans Tab Check List
The checks you scanned appear in the list, in the order in which you scanned
them. Consider this your “Inbox” of checks waiting to be reviewed, edited and
batched for processing.
The far left icon shows a status of the check. If you mouse over the icon, you
will see the status details.
Statuses include:
▀ Green circle: Successful (you should still review the transaction detail for
scanning accuracy).
▀ Red circle with exclamation point: Error
▀ Yellow triangle with exclamation point: Attention Required (MICR Repair, $0
Amount, etc.).
Edit ( ) - The middle icon opens the Edit pane.
Delete ( ) - The far right icon allows you to delete a check from the list.
Reviewing and Editing Check Details
Before you can process a check, you must verify and possibly edit certain
information, including:
▀ Payment Description
▀ Payment Amount
▀ Resident Unit and Name
▀ Payer Name (defaults to Resident Name, but can be overridden)
▀ Check Type (Personal Check, Money Order, Cashier’s Check, Corporate
Check)
▀ Check Number