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ePaper created 2015-05-06, 23:08:50 | version 1.33.0
2 Contents Introduction.....................................................................................................................................................................4 How the Program Works .................................................................................................................................................4 System Requirements ......................................................................................................................................................4 Logging In/Out..................................................................................................................................................................5 Profile Setup (Logging In for the First Time) ................................................................................................................5 Multi-Factor Authentication Enrollment......................................................................................................................5 Logging In – Using MFA................................................................................................................................................8 Logging Out ..................................................................................................................................................................8 Setting Up and Using the Check Scanner .........................................................................................................................9 Check Scanner Installation ...........................................................................................................................................9 Creating Deposits ...........................................................................................................................................................11 Scanning Checks .........................................................................................................................................................11 Viewing Deposit Items................................................................................................................................................12 Editing / Deleting Deposit Items ................................................................................................................................12 Reviewing Duplicate Deposit Items............................................................................................................................13 Rejections...................................................................................................................................................................14 Deposit Submissions.......................................................................................................................................................15 Balancing Deposits .....................................................................................................................................................15 Completing Deposits ..................................................................................................................................................16 Submitting Deposits ...................................................................................................................................................17 Deposit Transmission .................................................................................................................................................17 Cancelling a Deposit ...................................................................................................................................................18 Resuming a Suspended Deposit.................................................................................................................................18 Reporting........................................................................................................................................................................18 Generating Reports ....................................................................................................................................................19 User Preferences............................................................................................................................................................20 Password Change / Update........................................................................................................................................20 Display Options...........................................................................................................................................................21 Configuring the Display of Items................................................................................................................................21 Configuring the Display of Fields................................................................................................................................21 Adding / Updating Confirmation Email Address ........................................................................................................22 Updating Scanner Drivers...........................................................................................................................................23 Troubleshooting .............................................................................................................................................................24 Troubleshooting: Login and Authentication Errors....................................................................................................24