About Batch Scanning

To allow you to scan checks in the application, your financial institution may have enabled single Transaction Scanning and/or the higher-volume method, Batch Scanning. With Batch Scanning, the scanning process runs continuously without user intervention while saving any errors that may occur during scanning for later resolution. When a batch scanner is utilized with CAR/LAR and the Batch Scanning method, the scanner will speed through loaded checks as fast as it can capture them, without pausing for processing errors or warnings.

 

Note: Users may work with Batch Scanning without CAR/LAR enabled, choosing to enter all amounts for the group of checks in an assembly-line fashion. Without CAR/LAR, all batch transactions are saved as exceptions requiring manual entry of amounts.

 

Once the collection of checks has been scanned, users may repair exceptions (items with errors that need to be corrected or warnings that should be noted) in a group instead of during scanning, thereby streamlining the scanning process. Items requiring further attention are highlighted in the transaction list and may be selected one at a time, or a group of exceptions may be handled using the Repair Exceptions command at the top of the Transaction List. Users may navigate through the group of exceptions, repairing as needed and proceeding to the next exception item by adding additional information and choosing to save and continue. Ineligible items may also be removed during the exception review process. Warnings associated with particular transactions may be viewed and then addressed or bypassed. The Enter key is a shortcut for the Save and Continue option; it allows users to proceed to the next item.

 

Since they contain errors, Batch Scanning exceptions are not included in the calculation of the Total Amount on the Transaction Summary page or in the Balance Assist totals. Batches may not be submitted until the exceptions have been repaired. Once the exceptions have been addressed, you may create an Exception Repair Report detailing the changes made to the updated items.

 

Note: Exception items cannot be moved to another category or mass updated.

 

 

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