The steps below assume that you have an ARC, BOC, and/or RCK category/subcategory set up and approved for check scanning by your FI and that you have already installed the scanner. If you have not installed the scanner, please refer to the scanner installation document before beginning these instructions.
The procedure differs slightly if you have CAR/LAR enabled in Auto Scan and Save mode; refer to the second set of steps for this scenario. If CAR/LAR is not enabled or if you chose the Manual Scan and Save mode, use the first set of steps.
See Enabling Batch Scanning and Working with Batch Scanning to learn about using your batch scanner for higher-volume processing.
Choose Transactions | <category/subcategory>.
Select Scan | Begin Scanning Checks from the transaction list page. When the application prompts you to scan the check, insert the check into the scanner. (Consult the hardware documentation that came with the scanner for the appropriate way to insert checks.)
After the image appears, you may be instructed to insert the check again (with the back facing up) to scan the back of the check. This step is required if it appears.
Complete the transaction fields that appear below the image of the check front. (To view the back of the check, click View Reverse.)
Select Save & Scan Another Check (or press Enter) or Save & Return To List as appropriate. (You may also rescan a check, if necessary.) When you return to the list view, all transactions from your scanned checks will be displayed.
Choose Transactions | <category/subcategory>.
Select Scan | Begin Scanning Checks from the transaction list. When the application prompts you to scan the check, insert the check into the scanner. (Consult the hardware documentation that came with the scanner for the appropriate way to insert checks.)
If the image appears, you may be instructed to insert the check again (with the back facing up) to scan the back of the check. This step is required if it appears.
Verify the amount, if necessary. To halt the scan process temporarily, press the spacebar. When you are ready to proceed, press Enter. You may also rescan a check, if necessary, during this period. If the pause time is too long or short, you can modify it from the transaction list page.
After the last check has been scanned, the application asks for the next item. If no item is inserted, the application returns to the transaction list page. When you return to the list view, all transactions from your scanned checks will be displayed.