4.1 User Perspective
Upon selecting an account, you will enter the dollar amount of the deposit.
After clicking Start Deposit, the application will begin communication with the scanner to start the scanning process:
Upon scanning a check, the item will display on the screen with the ability to key in additional fields, or correct amount if needed. You will also have the ability to remove a scanned item from the deposit on this screen prior to submitting.
After submitting the deposit, a pop-up window will appear with basic information regarding the deposit. You can choose to go back and edit the deposit or submit it for processing.
Upon clicking Submit Deposit, the Home Page will appear. A new section will display on the Home Page titled Notifications, and when opened, it will display the items submitted by that user which require additional review.
4.2 Reviewer Perspective
A Reviewer on an account in which a deposit was submitted that requires review, can login and be brought to the Home Screen in which a new tab called Review Deposits displays. The Reviewer can see all items that are pending review and select any of those that are pending.
If a reviewer wishes to review an item, it would be selected and the user would then click on Open for Review.
The item would then display with the ability to Approve, Reject or Release the item.
- Approve: Approves the Item and moves it to Deposit History
- Reject: Puts it back for the Depositor to make necessary corrections
- Release: Once an item has been reviewed by a reviewer, no other reviewer can view an item. By selecting Release, the viewing restriction will be removed to allow other users to view and decision the item.
4.3 Smart Fields
When you select an account that is setup for smart fields, smart field screens will display. You will select the smart field account and then enter the total dollar amount:
After starting the deposit, the application will begin communication with the scanner in preparation to begin scanning checks that make up the deposit.
Each item will have a payment details tab that can be completed and information will be saved for each completed smart field. This information will automatically be recalled when a check is presented from the same account/routing number combination in future deposits. The information contained in these fields is editable for each deposit.
After submitting the deposit a pop-up window will appear with basic information regarding the deposit. The user can choose to go back and edit the deposit or submit it for processing. Upon clicking Submit Deposit a Deposit Receipt Screen will display.
Please review the Daily Payment Extract and Payment Search sections of this guide for reporting information regarding smart fields.