Chase Quick Deposit. Check Scanning Guide



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Transcription:

Chase Quick Deposit Check Scanning Guide

Activate Additional Accounts Before you begin to scan and deposit your checks, you first need to activate the appropriate checking account(s) into which you want to make your deposit. Start Account Activation From the Payments & Transfers page, select the Chase Quick Deposit tab and click the Activate accounts link under the Related Links heading. Select Accounts Select the checking account you want to set up for deposits, and click Activate. Name Location Enter the name you ll use to track deposits from your location, then click Next. Confirm Active Accounts You will receive a confirmation page that shows all your active accounts and locations. 1

Deposit Checks After you activate the appropriate checking account(s), you can begin to scan and deposit your checks. Enter Deposit Total From the Payments & Transfers page, select the Chase Quick Deposit tab and click Deposit checks. Once you select your deposit account, you can begin to make your deposit. Enter the total amount of your deposit. Note the format you need to follow when entering the dollar amount. Scan Checks All items presented for deposit utilizing the Chase Quick Deposit Service shall be endorsed by the Customer, with the Customer s name, and the legend For Deposit Only. After you are prompted, place the checks you wish to deposit into the scanner document feeder. Line up the checks in the feeder by aligning the bottom and outer front edge of the checks. Order checks by size from smallest to largest. Ensure all the checks are facing toward the outside of the scanner and place the checks in the scanner so that the front edges line up with the bottom half of the arrow. A visual depiction of how to scan checks can be found in the Panini Operator Manual. Within a deposit, some of the checks may require additional information or corrections. Make sure you scan all checks for the deposit and then go back and correct any outstanding items. 2 Check Scanning Notes: You can scan individually or in stacks of up to 100 checks. Chase QuickDeposit is only for checks and money orders payable in U.S. dollars and drawn on banks in the United States We do not require you to scan a paper deposit slip with the checks in your deposit. For optimal scanning, keep your scanner clean and free of dust and small particles. Checks written with red or fainted ink may have trouble being recognized.

Submit Deposit We will prompt you to first verify your deposit before clicking Submit Deposit. Note: You can still cancel your deposit on this page. We will not begin to process it until you click Submit Deposit. Confirm Deposit After you submit your deposit, you can print your deposit details, start a new deposit, or go to the deposit activity page to review your recent activity. Note: Deposits submitted before 9:00 p.m. ET on a business day will be processed that day. Deposits submitted after 9:00 p.m. ET or on a non-business day will be processed on the next business day. Check Retention Guidance: After successfully scanning and submitting the checks for deposit, you should store them in a secure location until destroyed. We recommend that you mark the checks or print the deposit confirmation screen and rubberband it around the checks so you know they ve already been deposited. Please ensure that the scanning, storing and destruction of the original checks are done under controls appropriate for your business. There are no laws or regulations that state any specific length of time for you to retain the original checks. We recommend that you destroy the original checks immediately after the deposits have been posted to your account. However, this process should be done in accordance with legal and/or accounting guidelines appropriate for your business. 3

Correct Scanning Errors You might encounter one of the following errors while scanning checks. If the scanner encounters an error during the scanning process, you will be prompted on screen. Paper Jam If the problem is a paper jam, you will be prompted to pull out the checks and reinsert them into the document feeder. Be sure to restack the checks prior to submitting. Duplicate Check Deposits are monitored for multiple deposits of the same check. If Chase Quick Deposit suspects that a check you are submitting has already been scanned, you will be prompted to inspect the check and take corrective action. Unreadable Check Amount If Chase Quick Deposit is unable to read the dollar amount of an item in your deposit, you will be prompted to inspect the check and enter the correct check amount. 4

Unreadable Check Image In some instances, Chase Quick Deposit may be unable to scan an item you are attempting to deposit. In such instances, Chase Quick Deposit will prompt you to examine the image it was able to acquire, and to remove the check from the deposit. If the check is removed, it may be submitted in another deposit. However, if the check continues to generate errors, you should deposit the check at one of our bank branches or by using the Bank By Mail service. MICR Line Error(s) Routing Number If Chase Quick Deposit is unable to read the routing number at the bottom of your check, please inspect the check and correct the routing number. Account Number If Chase Quick Deposit is unable to read the account number at the bottom of your check, please inspect the check and correct the account number. Check Number If Chase Quick Deposit is unable to read the check number at the bottom of your check, please inspect the check and correct the check number. 5

Reviewing Balance Discrepancies Occasionally, your scanned deposit total may be different from the deposit total you entered when you began your deposit. Whenever this happens, we will prompt you to review the items in the deposit to ensure the scanned amounts are correct. Review Deposit Items Review the items in the deposit to ensure the scanned amounts are correct. If you see one that needs to be changed, click the See/update link. Verify Individual Check Amounts From the See/update link on the Balance Deposit page, you can review the check image or remove the check from the deposit. Edit Expected Deposit Total When you are reviewing your deposited items, you might notice that your scanned total does not equal your expected total. If you have validated all of the individual check amounts and you realize that your expected total is wrong, you can click on the Change Expected Total button to change your amount. 6

Continue Deposit Once you have completed scanning your checks, you can save the deposit and return to complete it later. View Pending Deposits You will be alerted to any unsubmitted deposits on the Quick Deposit Tab. To resume a deposit, click See unsubmitted deposit. Resume Your Deposit Click Resume Deposit and complete the steps to submit your deposit. 7

Cancel Deposit If you wish to cancel your deposit, you may do so at any time. Cancel Deposit To cancel your deposit, click the Cancel Deposit button. Confirm Cancelled Deposit After you cancel your deposit, you can start a new deposit, or return to the Payments & Transfers page. 8

JPMorgan Chase is licensed under U.S. Patent Numbers 5,910,988 and 6,032,137. 2009 JPMorgan Chase Bank, N.A. Member FDIC. Equal Opportunity Employer. Chase is a marketing name for certain businesses of JPMorgan Chase & Co. and its subsidiaries (collectively, JPMC ). JPMC also uses the JPMorgan Chase and JPMorgan marketing names for certain of its businesses. Products or services, including those referred to herein, may be marketed and/or provided by appropriately licensed JPMC personnel and entities including commercial banks, securities or other nonbanking affiliates or other JPMC entities.