UCBI Web Capture Remote Deposit User Instructions

Transcription

1 UCBI Web Capture Remote Deposit User Instructions Support Assistance Phone: Page 1 of 18

2 UCBI Web Capture Remote Deposit Table of Contents The Installation Process... 3 Logging In... 4 Starting a Deposit in Classic View... 7 Scanning a Deposit in Classic View... 8 Reviewing and Submitting a Deposit in Classic View... 9 Printing Deposit Receipt in Classic View Item Search in Classic View Starting a Deposit in Contemporary View Scanning a Deposit in Contemporary View Reviewing a Deposit in Contemporary View Printing a Deposit Receipt in Contemporary View Item Search in Contemporary View Page 2 of 18

3 The Installation Process Navigate to Print the Install Guide highlighted below Follow the instructions to complete the initial installation Page 3 of 18

4 Logging In Open Internet Explorer o Note: UCBI Merchant Capture will only work with Internet Explorer. It is not compatible with Google Chrome, Fire Fox, Safari, or any other web browser. o Windows 7 Users: There are two Internet Explorer options on these operating systems. To ensure you are using the proper browser, go to Start/Programs. Select Internet Explorer. Internet Explorer (64-bit) is not compatible with this software. Click on Favorites. You may access the favorites menu using either option shown here. Select UCBI Merchant Capture from your favorites menu NOTE: If the UCBI Merchant Capture shortcut is not present, please refer to the Install Guide mentioned above under The Installation Process. Page 4 of 18

5 User ID and Password o Existing Customers: The ID and Password will remain the same o New Customers: Support will provide the ID and Password. For issues with ID and Password, please contact Note: If you are directed to this page and the United Community Banks logo is not present, please close all internet explorer windows and launch the program again. Click Log In Issues that may occur o Depending on your PC Settings, a Pop-up Blocker information bar notification may appear. Click the yellow bar at the top of the window and allow all pop-ups from this site. o Depending on your PC Settings, a prompt may appear asking if the system should allow the program to install. Click the install button. Page 5 of 18

6 Once you are logged in you are given the option to operate the service in Classic View or Contemporary view. The first time you log in, Remote Deposit will default to Classic View. Once you log out of the service and log back in, the service will default to the design type you were you using on your last deposit. Home Screen logging into Classic View Click here to view the service in Contemporary View. Home Screen logging into Contemporary View Click here to view the service in Classic View. *For Contemporary View Operating Instructions, please refer to page ten. Page 6 of 18

7 Starting a Deposit in Classic View Click Deposit Capture The following screen will appear. Enter Deposit Name, Deposit Amount, Select Account, and click Create. o If you receive an error message stating your Deposit Limit has been exceeded please contact support at Enter expected deposit amount. Deposit Name: Description of the deposit. If a date is entered, the format will not accept /. Example: Acceptable: Unacceptable: 01/01/11 Select appropriate account from the drop down. Leave field empty. No action required Click Create to continue Page 7 of 18

8 Scanning a Deposit in Classic View Place your checks in the Remote Deposit Machine Click Scan to begin scanning your deposit o Note: If you click scan before placing your checks in the machine, the system will generate an error stating there are no items present. Click OK, place your checks in the machine, and click Scan again. Hint: If the Remote Deposit Machine is jamming frequently, uncheck Detect Double-Feed. When the deposit has finished scanning, click Capture Complete. o Note: If these options appear before the entire deposit has scanned, click Continue Scanning This Batch. Page 8 of 18

9 Hint: The illustration below depicts each statement addressed in the text. The numbers and letters on the illustration correspond with the numbers and letters assigned in the outline. Reviewing and Submitting a Deposit in Classic View Once the deposit has finished imaging in the system, the following screen will display. From the Deposit Information section of the screen, check the following: 1-a 1. Are there exceptions that need to be addressed? a. If there are exceptions, click on the exceptions tab at the top of the screen. This option extracts the items that did not process correctly. b. The Item Exception dialog box will indicate the exception the item incurred. c. If the item needs to be corrected, you may edit the information indicated in the Item Exceptions dialogue box below the image. d. Once the item has been corrected, click the Update Item button shown below. If the exception is Image Quality, click the Accept Image button (Not Illustrated) 2. Once all exception items have been addressed, make sure the deposit is in balance. a. You may review the items by clicking each row. To change the amount select the Amount field in the row illustrated by (1-c) below and click update item indicated by (1-d.) 1. 1-c 2. 1-b 1-d 2(a)-Review Items by selecting each row Once all exception items have been addressed, and the deposit is in balance, click Submit Deposit. Page 9 of 18

10 Printing Deposit Receipt in Classic View Click All Deposits from the Home Screen Click on the Deposit ID Select Detailed Report and choose Generate PDF Report or Generate PDF Report with images depending on Users Preference. Page 10 of 18

11 Item Search in Classic View On the home page, go to Query, and select Item Query. This will allow you to view all the items that were deposited that business day. Hint: To view items that were deposited on a different business day, select a different date range and click search in the Search area. Test Page 11 of 18

12 Starting a Deposit in Contemporary View Click Create Deposit The following screen will appear. You will enter the Deposit Amount and Select Account. o If you receive an error message stating your Deposit Limit has been exceeded please contact customer support at Expected Deposit Amount. Select appropriate account from the drop down. Click Continue to Begin Deposit. Page 12 of 18

13 Scanning a Deposit in Contemporary View Place the checks in the Remote Deposit Scanner. Click Scan to begin scanning your deposit. o Note: If you click scan before placing your checks in the machine, the system will generate an error stating there are no items present. Click OK, place your checks in the machine, and click Scan again Hint: If the Remote Deposit Machine is jamming frequently, uncheck Detect Double Feed. The following screen will appear. This screen will end once the software has completed scanning all the checks in the Remote Deposit Machine. Hint: You will see this as long as the software is scanning the checks. If at any time you wish to discontinue scanning, you can simply click Stop Scan. Page 13 of 18

14 Reviewing and Submitting a Deposit in Contemporary View Once the deposit has finished imaging in the system, the following screen will display. You can view any item image in the deposit by clicking the + next to each item. A. Are there exceptions to be addressed? There are two ways to correct exceptions. 1. Recognize the items that have an Exclamation Sign in the error column. Click the + next to that item to display the image. Enter correct item information and update item information by pressing Enter on your keyboard. Click the + again to minimize the item (Not Illustrated). 2. Click the Fix Errors Button to the Bottom Right. This will isolate the exception item(s) and tell you what exception the item incurred. Once you have made a correction to an item, press enter on your keyboard to update the information for that item (Not Illustrated). A A-2 Page 14 of 18

15 B. Once all exception items have been addressed, make sure the deposit is in balance. 1. If you have corrected all your exceptions and your deposit is still out of balance, verify the amount on each item to be sure the software read the correct amount on each item. 2. If you have verified all the item amounts are correct and you need to change your expected deposit total, you can do this once you click submit. Once your deposit is balanced, you will click submit deposit. B B-2 Expected Deposit Total Difference between Expected Amount and Deposit Amt. Deposit Amount Read by Software C Page 15 of 18

16 The following screen will appear. C B-2 Cont: Update Deposit Total here, then click Update. Deposit will submit upon clicking update. Once you click update, the software will give you the option to add a deposit memo. This field is optional and is not required to submit your deposit. Once you have completed your deposit the software will return you to the home screen. Page 16 of 18

17 Printing a Deposit Receipt in Contemporary View Click All Deposits from the Home Scr Click View Deposit. This will reopen the deposit you have selected Click Export As and choose PDF or PDF with Images 1234 Page 17 of 18

18 Item Search in Contemporary View On the Home Page, select the View Items Tab. This will allow you to view all the items that were deposited that business day. Hint: To view items that were deposited on a different business day, select a different date range and click search in the Search area. Page 18 of 18