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SpeedCheck

Scan Batches of Checks

Learn how to organize checks into batches by fund, scan them using the SpeedCheck system, and process each batch for separate deposits.

Before scanning checks, organize them into batches by fund. Combine checks that require fund splits into the same batch. Each batch equates to a separate deposit. For instance, 300 checks could be divided into three batches of 100, resulting in three deposits. Sum the amounts per batch to verify against the scanned totals.

After preparing your checks by organizing them into batches, you are now ready to begin the scanning process. The following steps will guide you through using the SpeedCheck system to scan each batch and process them for deposit. Ensure that your scanner is connected and that the SpeedCheck software is installed on your computer before proceeding.

  1. Double-click the SpeedCheck icon.
    The Scanner window displays.
  2. Click Create New Batch.
  3. Load a batch of checks in the scanner tray.
  4. Click Start/Capture.
    If you're using the SmartSource scanner, you should see the SilverBullet loading message.
    If you don't see the Silverbullet loading message, turn off the scanner and unplug the USB cable from your computer. Turn the scanner back on and plug the USB cable back into your computer.
  5. After the checks scan, click End Batch/Process.
  6. Scan additional batches. When you’re finished scanning your check batches, click Exit.
Your checks are now ready to review and balance batches of checks.

Scan and Post Checks from Contributions

This task outlines the process for scanning checks received as contributions and posting them, including steps for scanning the check, associating it with a contributor, and viewing the scanned image.

  • You must have security rights for posting checks.

When you add or edit a transaction in the Contributions area, you will see the option to scan a check.

  1. Click Scan Check.
  2. Insert the leading edge of the check into the scanner. Make sure the MICR line is face down and centered.
  3. Slide the check forward until the check scanner motor turns on. Release the check when the scanner grabs it, and the check will be transported around the check path.
  4. Remove the check.
    After the scanner reads the check, the information will be transmitted.
  5. When the Find Person window displays select the contributor from the list or click Add New Family.
    1. If the family has a record on the Checking Account Maintenance tab in Contributions Setup, you can enter the transaction type when their record displays.
    2. If the family is not already entered on the Checking Account Maintenance tab, one will be created.
  6. To view an image of the scanned check, click Inquiry by Individual. On the Gifts tab, scroll to the right until the image column is visible. To display the check image, use the Dbl Click for Image button.

    If the image column does not display, right-click within Gifts tab window, click Customize, then select Image (Prompt) and Image (Icon).

After you scan the checks, you must post your transactions to Contributions and General Ledger (if connected) and print any reports you need.

Scan and Post Checks from Accounts Receivable

This task outlines the process for scanning checks received as accounts receivable and posting them, including steps for scanning the check, associating it with a customer, and viewing the scanned image.

  • You must have security rights for posting checks.

When you add or edit a payment in the Accounts Receivable area, you will see the option to scan a check.

  1. Click Scan Check.
  2. Insert the leading edge of the check into the scanner. Make sure the MICR line is down and the printed side faces the center of the check scanner.
  3. Slide the check forward until the check scanner motor turns on. Release the check when the scanner grabs it, and the check will be transported around the check path.
  4. Remove the check.
    After the scanner reads the check, the information will be transmitted.
  5. When the Add/Edit Customers window displays select the customer from the list or click Add to add a new record.
    1. If the customer has a record on the Bank Account Maintenance tab in accounts receivable setup, you can enter the remaining fields when their record displays.
    2. If the family is not already entered on the Bank Account Maintenance tab, one will be created.

After you scan the checks, you must post your payments in accounts receivable and print any reports you need.

ACS
People Suite
Administrator

Last updated: July 16, 2024

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