Batch Scanning, the higher-volume check scanning option, allows your batch scanner to capture images from your check collections as quickly as it can, while the application saves items requiring your attention for later. The steps below explain how to work with Batch Scanning.
Note: Batch Scanning is enabled at the Category Configuration or Subcategory Definition page.
Load a group of checks into your batch scanner.
Click the category/subcategory from the application home page, or choose Transactions | <category/subcategory>.
Choose Scan | Begin Scanning Checks. Your batch scanner will run continuously through the group of items unless it encounters a document jam or feed issue.
Once the current group of documents has been scanned, load another collection of checks, if desired.
When finished scanning, select Stop Scanning to return to the transaction list.
Optional: Exceptions, or items requiring further attention, are highlighted in the list. You may either select them individually from the list, or handle them as a group by clicking Review Exceptions (recommended for high-volume processing). View the errors (red text) and warnings (purple text) at the top of the page. If required fields are missing data, type the information into the active red field(s) and then press the Enter key (or click Save & Continue) to go to the next item. If desired, you may click Delete This Item to remove an exception from your batch or Skip This Item to return to an item later.
To submit all transactions, choose Submit | Submit All.
Optional: You may be required to enter collection total(s) for debits and/or credits in your collection. If the balance accuracy tool is enabled, the Enter Control Total(s) page will be displayed prior to the Transaction Summary page. (The control and actual amount(s) must match in order for the submission process to continue.) Click Continue.
Make sure that the summary information is correct. If a warning message indicates your collection has exceeded the maximum submission limit and/or daily amount limit(s) set by your financial institution, you may select Cancel to edit the transactions.
Choose Continue Submit for Verification.
If you have transaction collections set to export automatically upon submission, choose Save on the Download dialog box. Navigate to the download location, change the name if necessary, and click Save. After the file has been downloaded, click Close on the Download Complete dialog box.