User guide

Check Scanning

OCR works well but is not perfect. You should verify the amount as the

transaction will be processed for the amount entered in this field.

If you have an integrated solution with a backend property management

system, you may see the Outstanding Balance for each resident displayed next

to the amount for reference.

4. Select a resident name from the drop-down list or click in the field and typing

the first few characters of the unit number or resident name. A filtered drop-

down list appears. Select the correct resident from the list.

Note. The first time you scan a check for a resident, you will need to “Assign”

the resident’s name to the payment. This ties the resident name to the

bank account and routing number being used for payment.

The next time a check is scanned with the same bank account and routing

number, the resident information will be populated for you, including the

Resident Name and Payment Description.

5. The payer name defaults to the resident name. You can override this by typing

in the payer name if different.

6. If the payment is for a non-resident, select Not a resident at the top of the

drop- down list. You will then be able to enter a unit number as well.

7. Select the type of check from the drop-down list:

▀ Personal Check

▀ Cashier’s Check

▀ Corporate Check

▀ Money Order

Selecting the check type will impact the payment receipt data. Integrated

receipt files are updated to include an indicator for each check type as follows: