Remote Deposit: User Guide

Size: px
Start display at page:

Download "Remote Deposit: User Guide"

Transcription

1 Remote Deposit: User Guide Table of Contents Getting Started: Log In... 2 Capture Menu: Make Deposits... 2 Capture Menu: View Open Batches... 3 Capture Menu: Complete and Advanced Edit... 4 Approval Menu: Approving Batches... 4 After the Deposit: Storing Checks... 5 Transaction Menu: Research Scanned Items... 5 Batch Status Menu: View Batch History... 5 Batch Status Menu: Print Checks... 5 Reports Menu: Access Reports... 6 Maintenance Menu: Manage Opt-Out Accounts... 8 Maintenance Menu: Create Custom Remittance Fields... 9 Maintenance Menu: Configure Payment Exports... 9 Payment Export Menu: Exporting Payment Reports Notifications and Alerts: Stay Informed Capture Menu: Upload File Remote Deposit: User Groups Profile Menu: View System Information Remote Deposit: Scanner Maintenance Remote Deposit: Tips and Troubleshooting Remote Deposit: Frequently Asked Questions Remote Deposit: Contact Information Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 1

2 Getting Started: Log In Go to Bremer.com, and log in to Online Banking. Once in Online Banking, go to the Account Services menu, and click CCX Remote Deposit Capture. Throughout Remote Deposit, the main navigation menu will be on the left-hand side of each page. Additional link options will be available on the various pages that you navigate to. Depending on your entitlement(s) with Remote Deposit, you may see some or all of the following left-hand menu options: Home: This option will return you to the Remote Deposit home page. Capture: Create a new batch or search for an existing open batch. Approval: Approve a batch or search for batches pending approval. Transactions: Research transactions from the last 24 months. Batch Status: View batch statuses from the last 24 months. Reports: Generate and view reports. Payment Export: Export custom reports or files. Maintenance: Add custom remittance fields, or set up and configure payment exports. Documentation: Additional support material, including scanner and driver information. Capture Menu: Make Deposits To make or capture a deposit, go to the Capture menu. Next, you will be prompted to Select Deposit, or choose an account to which you wish to deposit the funds. Click Select next to the appropriate account. Create New Batch On the Create New Batch page, use a calculator to total the batch (number of items and amount of deposit) or use the tape option on the Capture page. To use the tape option, enter the amount of each check in the Tape box and press Enter. As you enter checks, the Expected Deposit Total Amount and Expected Deposit Total Items fields will update. Hint: If you enter the wrong amount: Select the item, press the delete key and then re-enter the correct amount. If you use a batch naming convention: Enter the name in the Batch Name field. Otherwise, you may leave the field blank and let the system assign a batch name for you. When all the information is entered: Click Create Batch on the bottom of the page. Check Scanning When you see the Check Scanning page, place the deposit items into the hopper of the scanner and click Start Scan. The scanner will start to initialize and pull checks to scan. The status will show as Scanning. Click on Stop Scan once all items have been scanned. Hint: If you start to experience piggybacking, clean the feeder rollers by either blowing canned air into the scanner or using a cleaning card. Hint: When placing items in the tray, make sure they are all the way up to the Input Tray Guide. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 2

3 After all items have been scanned, the details of the scan will display, including total checks successfully scanned and total check successfully submitted. If you need to scan more items, place them in the hopper and repeat the capture process. If there are no additional items to be scanned, click Complete Batch. If any items need review or correction, the check item will appear on the page with some additional fields. Populate any blank fields and click Submit. After all items have been corrected, a Balance Batch page will display. o If the batch is balanced: The Balance Batch page will include the text This batch is balanced in bold, green type. Click Close Batch or Close and Approve. o If the batch is not balanced: The Balance Batch page will include a message that the batch is not balanced. Click Return to Open Batch and then Search. After clicking Close Batch or Close and Approve, a Closed Batch Status report will automatically generate in PDF format. Print and/or save the report. The batch must be approved before it will process. If Close and Approve was not selected, a user with the entitlement to approve must approve the batch before it is sent to the bank for processing. Cut-off time is 6:00 p.m. CT. Capture Menu: View Open Batches To view open batches, click the Capture menu and then click Open Batches. This page gives several options in the Actions column: Update the batch if the expected totals need to be changed. Scan to add more items to the batch. Search to edit items in the batch. Delete to delete the batch. Tape will display the entries made in the tape option. Depending on the batch status, you may see additional options: If a batch has finished scanning but needs edits: Click Complete to balance a batch and/or make additional edits. If a batch is in balance: Click Close to move the batch to the Approval process. If a batch is in balance and user has approval rights: Click Close & Approve. Editing Items in a Batch Incomplete items or unbalanced batches will need editing. Some common reasons a batch may need editing include: Check needs review or correction: If the scanner misreads or can t read a check, or if you have custom remittance fields, you will be prompted to review the check. Read the warning message, or look for a question mark in the MICR line. Unbalanced batch: If the scanned checks do not match the amount or number of items designated for the batch, you will receive a message that the batch is unbalanced. Click Search on the Open Batches page to edit items in a batch. Click Edit (in the action column) next to the item to be edited. Correct the necessary information and click Submit. Select another item for editing, scan more items or return to the open batch. When you ve completed your changes, click Return to Open Batch and then Close or Close & Approve in the Actions column. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 3

4 You ll see a message that the batch has successfully completed and was sent for approval. The Closed Batch Status PDF report will generate. The batch must be approved before it will process. If Close and Approve was not selected, a user with the entitlement to approve must approve the batch before it is sent to the bank for processing. Cut-off time is 6:00 p.m. CT. Capture Menu: Complete and Advanced Edit To make corrections or add missing data to scanned items from the Complete action, follow the steps below If available, click on Complete Actions column on the Open Batch page. This will bring up any checks which need correcting that you may have missed. You will be on the window that displays the scanned check information, including the fields that are incomplete or blank. Required fields are noted with an asterisk (*). Click on the Advanced button to reach the editing fields available to Manager users. Enter the check information as follows: o o o o o o Auxiliary OnUs [1]. Enter the check number for a business check, located to the left of the routing number. Leave blank for personal checks. Routing Number. This is a required field. OnUs [2]. This field is for the account number. If the OnUs symbol is shown on the check, enter a U after the account number. No OnUs symbol in OnUs field. If there is no OnUs symbol, check the box here. Check Number[3]. Enter the check number for a personal check, located to the right of the account number. Leave blank for business checks. Amount. This is a required field Approval Menu: Approving Batches All deposits must be approved before they are sent to the bank for processing. The cutoff time for same-day deposits is 6:00 p.m. CT. If Close and Approve was not used after balancing a batch, follow the steps below: Click the Approval menu. Locate the batch for approval, and click Approve (in the Actions column). o If desired, prior to approving the batch, you may also choose to view items in the batch, perform a batch audit, or return the batch to an open status. Click on View by each item to see a copy. o You may want to look at items that have been edited, indicated by a Yes in the Edited column. Once complete, click Back to Batches Pending Approval to approve the batch. You can check the status of the batch by using the Batch Status menu. From the batch status page, you can also check previous batches captured on the system by changing the start and end date of your search to a 1 month range from the last 24 months. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 4

5 After the Deposit: Storing Checks After capturing and approving the deposit, place the paper checks in a tamper-resistant bag and store in a secure location. After validating that the deposit has posted to your account(s), you may securely destroy your checks. For security purposes, we recommend destroying checks after 14 calendar days since remote deposit capture and approval. Transaction Menu: Research Scanned Items Use the Transactions menu to research or view up to 24 months of transaction history. Click the Transactions menu. Choose the correct status of the search item from the top of the page. Enter the search criteria and date range. Click Search. From your search results, click View to display an item. After you finish viewing the item, you can Return to search results or View Back of Check. Batch Status Menu: View Batch History Use the Batch Status menu to view up to 24 months of batch status history. Click the Batch Status menu, and your batches for the prior two days will display. Note: To work in an open batch, access that batch by going to the Capture menu, then clicking Open Batches. Batch Status Menu: Print Checks To print one or more checks, go to the Batch Status menu. Then search by date, amount or Batch ID. Access check images by clicking the links in either the Approved or Processed column. If you wish to print all checks, click Select All. Otherwise, use your mouse to check the boxes for the individual items you wish to print. You will be prompted to choose how you want the checks to print, including whether to print the back. Then click Print. Next, choose whether to Print or Save the file. To print a deposit summary and front of check images with amount and MICR line information, click Image Report in the Audit column. Approved means checks have been approved but not processed. Processed means that checks have been both approved and processed. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 5

6 Reports Menu: Access Reports Access reports by going to the Reports menu: Click Current Day Reports or Historical Reports, depending on which type of report you need. Select the information for your report, then click on which report you wish to generate. Your current-day report will open immediately. If generating a historical report, you will receive a message that the report has been queued. Click OK. o To access your historical report, click Reports Pickup. Then click Download to open or save the file. General Reports Report Name Open Batches Detail Closed Batch Status Batches Pending Approval Pending Approval Payments Detail Processed Deposit Summary Approved Batch Detail Approved Payments Detail Approved Payments Summary Processed Payments Detail Processed Payments Detail By Clearing Network Processed Payments Summary Returned Payments Detail Returns Payments Summary Settlement Items Detail Settlement Items Detail By Settlement Period Settlement Summary By Settlement Period Audit Trail Detail Batch Audit Description Detailed listing of payments in OPEN batches grouped by batch within deposits for a Depositor. Listing of batch information that is printed whenever a batch is CLOSED. Detailed listing of payments in batches that have been closed but not yet approved i.e. pending approval, grouped by batch within deposits for a Depositor. Includes all payments that have been closed but not yet approved i.e. pending approval, grouped by deposits for a Depositor. Deposits for the requested period will be listed in date order, per deposit account, per depositor. The report will subtotal for the period per deposit account, totaling all deposits for each depositor. Detailed list of payments in batches that have been APPROVED, grouped by batch within deposits for a Depositor. Detailed listing of all payments that have been APPROVED, grouped by deposits for a Depositor. Summary listing of item counts and amounts for payments that have been APPROVED, grouped by deposits for a Depositor. Detailed listing of PROCESSED payments ordered by pay date, grouped by deposits for a Depositor. Detailed listing of PROCESSED payments in clearing networks, grouped by deposits for a Depositor. Summary listing of item counts and amounts for payments that have been PROCESSED, grouped by deposits for a Depositor. Detailed listing of payments that have been RETURNED, grouped by return reasons within a deposit for a Depositor. Summary listing of item counts and amounts for payments that have been RETURNED, grouped by deposits for a Depositor. Detailed listing of SETTLEMENT Items by Pay Date grouped by deposits for a Depositor. Detailed listing of SETTLEMENT Items by Settlement Date grouped by deposits for a Depositor. Summary listing of debit and credit item counts and amounts for payments that have been SETTLED, grouped by deposits for a Depositor. Detailed payment audit trail grouped by deposits for a Depositor. Detailed batch audit with each batch corresponding detailed payment audit grouped by deposits for a Depositor. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 6

7 Detail reports Report Name Approved Payments Detail Open Batches Detail Pending Approval Payments Detail Process Payments Detail Return Payments Detail Settlement Items Detail Settlement Items Detail by Settlement Period Description Detailed listing of approved batches during the time period selected Detailed list of batches that are still open at the end of the period selected. Detailed listing of payments in batches that have been closed but not yet approved i.e. pending approval, grouped by Batch within Deposits for a Depositor Detailed listing of all payments that have been approved and the system has generated the deposit. Detailed listing of returned payments sent back to the customer. Detailed listing of items that have been sent to Bremer Bank. Detailed listing of the items that have been sent to Bremer Bank. Summary Reports Report Name Approved Payments Summary Processed Payments Summary Returned Payments Summary Settlement items Summary by Settlement Period Description Summary listing of approved batches during the period selected. Summary listing of the items processed during the period selected. Summary report of items returned to the customer. Summary listing of all the items during the selected period. Audit Reports Report Name Batch Audit Batch Audit Detail Depositor User Audit Description Audit report of each of the batches that was processed in the system during the period. Audit report showing all of the steps that were taken with each of the items during the time period. Report provides information regarding new Depositor users added to the system along with any changes and/or updates applied to existing depositor users. Report also includes information regarding the user responsible for the change. Batch Reports Report Name Approved Batch Detail Batches Pending Approval Open Batches Detail Description Provides the user with detailed information about each batch during the selected period. Provides user detailed information about closed batches at the end of the period selected. Detailed information about batches that have not been closed. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 7

8 Metrics Reports Report Name Metrics By Depositor Description Summary information about the number of items that have gone through the various steps, such as read by car/lar, corrected by the user, batches opened, batches closed, number of Items scanned, etc. Metrics by Financial Institution Metrics by Financial Institution User Metrics by User Provides the same information as above except the report is for all of the depositors on the system. Provides the same information as above except the report is broken out by user. Provides the same information as the Metrics By Depositor report above except the report is broken out by user. Statistics Reports Report Name Depositor Statistics Description This report provides information about the following: Processed Payments, Cleared Payments, Converted Payments, IQA Payments, NO IQA Payments, Successful Car Payments Financial Institution Statistics Report provides information about the following by Financial Institution: Processed Payments, Cleared Payments, Converted Payments, IQA Payments, NO IQA Payments, Successful Car Payments Maintenance Menu: Manage Opt-Out Accounts Use the Maintenance menu to manage opt-out accounts. The opt-out feature is only used if you are using the ACH conversion feature, and your customer asks not to have their check converted to ACH. To create a new opt-out account: Go to the Maintenance menu. Enter the routing number, account number and the reason the customer would like to opt-out and click Save. To search whether an account is opted out: Go to the Maintenance menu. Click Search Opt-Out Account from the top of the page. Find the item in the list, or enter information from the check and click Search. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 8

9 Maintenance Menu: Create Custom Remittance Fields Use the Maintenance menu to define custom remittance fields for a depositor, such as Invoice Number, Name or Address. You can determine which fields are required vs. optional, and you also can set fields to recall so they will pre-fill the next time a check with that routing and account number is scanned. Go to the Maintenance menu. Click Select next to the depositor that you are setting up with a custom remittance field. Click Select next to the desired account. Enter your custom fields. You can define: o Amounts: 5 field options. o Dates: 5 field options. o Info: 10 character fields. Complete the following: o Label: Name of field (ie Address ). o Required: Check if user is required to enter the info. o Recall: Check if you would like the system to remember information for a specific check. o Order of Entry: Choose number, or leave all as 1 to be top-to-bottom. o Min Length/Max Length: Define field length from 1 to 30 characters. Click Save. Going forward, these fields will be available (or required) for population upon completing all batches for this account. Maintenance Menu: Configure Payment Exports Use the Maintenance menu to configure payment exports or reports, so they may be used in other applications. Many users export this data and then import it into their Accounts Receivables system. Go to the Maintenance menu. Click Select next to the depositor. Click Select next to the account. Complete the requested Payment Export Configuration information: o Export Payments: Check box. o Export Format: Choose from ascii, csv - character separated or Quick Books - IIF. o Row Delimiter: Choose from CR (carriage return), CRLF (carnage return line feed) or LF (line feed). o Amount Padding: Choose from 0 or space. o Column Delimiter: Choose from comma, semicolon, vertical pipe or tab. o Text Qualifier: Choose from none, double tick except amount, double tick or single tick. o Date Format: Choose from the options. o Currency Format: Choose from explicit decimal, implicit decimal or negative explicit decimal. o File Name ID: Enter ID of your choosing. o File Extension: Enter extension that will work with your software. In the Include column, check the box next to the items you want to see in the file. Then go to the Field Order column to select the order or sequence of the fields. When finished, click Save. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 9

10 Payment Export Menu: Exporting Payment Reports Use the Payment Export menu to export custom reports or files for use in other applications. Many users export this data and then import it into their Accounts Receivable system. You must first configure a payment export using the Maintenance menu. When you are ready to export your information: Go to the Payment Export menu. Click Select in the Actions column of the depositor. Click Select next to the account. Enter the Start and End Dates. Click Export. Click Save and follow the screen prompts to name and save the file. You can use the file to import to your application. Notifications and Alerts: Stay Informed You can sign up for alerts to stay on top of your Remote Deposit activity, including such alerts as: Batch Approval Closed Batch Approaching Cut-off Batch Processing Pending Approval from Previous Day Always read your alert to see if you need to act on additional tasks or steps to ensure the deposit process is completed. If your service is set up to convert checks to ACH transactions, you may request to receive Return Item Chargeback notifications. This service will notify you when action is needed to re-submit returned ACH items. If your service is set up as complete File Upload, you will receive Failed File Upload and Upload Complete alerts. This will let you know when action should be taken to correct the file and submit it again. Capture Menu: Upload File Go to the Capture menu. Click Select next to the account to which you will be depositing funds. Click Browse to find the location of the file you wish to upload. Double-click on the file to select it, then click Upload. A message will say File Uploaded Successfully. Go to Open Batches. Click Complete in the Actions column to balance the batch and/or make additional edits. After submitting all items that need completion, the Balance Batch page will display. Click Close Batch or Close and Approve to complete the process and send the batch for approval. The batch must be approved before it will process. If Close and Approve was not selected, a user with the entitlement to approve must approve the batch before it is sent to the bank for processing. Cut-off time is 6:00 p.m. CT. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 10

11 Remote Deposit: User Groups When adding new users, a role must be assigned to the user. Below are roles available along with permissions for each role: Depositor User Group/Role Permissions Approver Approve Batches View Batch Statuses Return Batches to Open Status Access & Generate Reports Research Transactions Manager Capture Batches Edit Payments & Batches Approve Payments & Batches Delete Payments View Batch Statuses Research Transactions Maintain Opt Out Maintain Remittance Export Payments Access & Generate Reports Processing Officer Capture Batches Edit Payments & Batches Delete Payments Export Payments Redeposit Payments View Batch Statuses Research Transactions Edit Duplicate Payments Access & Generate Reports Research Officer Research Transactions View Batch Statuses Access & Generate Reports Profile Menu: View System Information At any time, you can view information about your PC as it pertains to Remote Deposit processing. This is a useful tool to validate that your PC meets the minimum system requirements for Remote Deposit. Go to the Profile link near the top right corner of the page. Click System Info. Information will display: o Cookies: Should be enabled. o Pop-up blocker: Should be disabled. o Browser: Should be approved browser to meet security and application minimum requirements. o Operating System: Should be approved operating system (OS) to meet security and application minimum requirements. o Acrobat: The latest version of Adobe Reader is recommended. For a detailed list of the Minimum Requirements, please see the Minimum Workstation Requirements document located on the Documentation tab Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 11

12 Remote Deposit: Scanner Maintenance Scanner Location Choose a location for your scanner that is: On a flat surface, such as a countertop or table. Convenient for the scanner operator. Protected from heat, dust, oil and moisture. Adequately ventilated. The scanner should be 12 to 18 inches away from any possible electromagnetic interference such as: PC or laptop. Electronic calculator or adding machine. Fax or copier. Speakers. Remote controls. Mobile phones or devices. Air purifiers. Care and Cleaning To keep your scanner running smoothly: Clean the scanner rollers and document track on a regular basis. Use compressed air every week. Use a scanner cleaning card monthly. Watch for loose debris which may fall into the scanner. If debris does fall into the scanner, carefully turn the scanner upside down and gently shake to remove any loose debris. Do not use White Out on scanned documents as the White Out can rub off the documents onto the scanner camera faceplate and distort the images. You may clean the outside of the scanner with a damp cloth and mild soap. Visit the scanner manufacturer s website for additional tips on cleaning the device. Troubleshooting If the scanner will not scan checks: Make sure the cables are plugged in and the scanner has power. If applicable, verify the power light is lit on the scanner. Make sure the scanner is at least 12 inches away from any electrical device. Check the system and scanner profile using the Maintenance menu in Remote Deposit. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 12

13 Remote Deposit: Tips and Troubleshooting Tips for Successfully Scanning Remote Deposit Items Be sure your scanner is clean: Clean your scanner regularly Follow the manufacturers cleaning instructions. Scan a cleaning card for optimal MICR (Magnetic Ink Character Recognition) reading. Preparing items for deposit: (for multiple item scanners) Be sure that your items are aligned together with a clean edge leading into the scanner. If you have high volumes of checks, you may want to consider purchasing a check jogger. Once you have a clean edge, fan through the items to fix any obvious folds or tears and remove excess paper dust. Jog again, if necessary. Troubleshooting There are specific types of items that will not scan successfully through Remote Deposit and will not allow check repair: Canadian/Foreign items are not negotiable through the USA check image clearing systems. Poor MICR Ink or no MICR ink. MICR characters or placement that does not meet the required standards. If you have an item(s) that will not scan through Remote Deposit, you must deposit the physical document(s) at your local branch or through our Bank-by-Mail envelopes. Be sure to include a deposit ticket. Terminology Remote Deposit: Frequently Asked Questions What is CAR/LAR and what does it mean for Remote Deposit? CAR is Character Recognition and LAR is Legal Amount Recognition. This allows the remote deposit system to read the numeric characters as well as the amount written on a check. The system will match the two to verify accuracy. You only need to input the dollar amount of the checks that cannot be matched using CAR/LAR. What is an ARC transaction? ARC is a check received at a drop box or lockbox location that is converted to an ACH transaction for payment. Checks eligible for conversion into an ARC (ACH) transaction must be drawn on a consumer account and be less than $25,000. The converting business must also offer their customers an opt-out option. What is a BOC Transaction? BOC is a check received at a point-of-purchase or manned bill pay location and processed in the back office that is converted to an ACH Transaction for payment. BOC (ACH) transactions must be drawn on a consumer account and be less than $25,000. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 13

14 Scanner / Scanning Checks Do I need to purchase my own scanner? Yes. You will need to purchase a scanner for your Remote Deposit service. Ask your Bremer Bank representative about available options and pricing. Can I use my own scanner? Possibly. Ask your Bremer Bank representative for a list of approve scanners for the Remote Deposit service. If you already have one of these, you may use your own. Can my Remote Deposit scanner scan non-check items? The scanner is designed to scan checks, cashier s checks and money orders. It can not scan international items, currency, credit card information, or merchant transactions. We recommend using your Remote Deposit scanner solely for the purposes of your Remote Deposit service with us. Do I need to clean my scanner? Yes. We recommend using canned air and a scanner cleaning card at least monthly to remove dust and foreign objects from your scanner. If you scan a high volume of checks, you will need to clean the scanner more frequently. Processing Where can I find the system requirements? Go to the Documentation menu and look under General Documentation for the system requirements. What is the deposit deadline for Remote Deposit? The deposit deadline is 6:00 pm CT. Can I deposit foreign checks or cash using Remote Deposit? No. You may only deposit checks drawn on U.S. banks in U.S. funds using Remote Deposit. Other items must be deposited at a bank location or via a Bank-by-Mail envelope. What if I accidentally deposit an item at a bank branch, but had already processed it through Remote Deposit? Contact Bremer Bank Treasury Management Implementation immediately. Call , option 3. How long do I have to keep my checks in secure storage after I make my deposit? We recommend your securely store the original checks and destroy them after 14 calendar days. What notification options are available in Remote Deposit? Individual users may subscribe to notifications ( alerts ) for a variety of events, including: Batch Approval, Closed Batch Approaching Cut-off, Batch Processing, and Pending Approval from Previous Day. Contact your Treasury Management Representative to request notifications for specific users. How do I handle ACH items that were deposited through Remote Deposit and are subsequently returned? Eligible items can be re-originated using the Return feature within Remote Deposit. If requested, the system will notify you when a return has been added to the system for your review. Ineligible items can be collected using alternative methods such as a collection agency. Contact your Treasury Management Representative to discuss the ACH return option. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 14

15 Troubleshooting Why am I receiving the message MICR line cannot be read? A MICR line may be unreadable if: o It was printed with soy or vegetable-based inks. o It was printed in a slightly off-position location on the check. o The ink is too light. o The check was scanned upside-down or backwards. Please click Rescan Check to try to scan the check again. What happens if I type in an incorrect dollar amount on a Remote Deposit item? Please contact Treasury Management Implementation at , option 3 to make an adjustment to your account. How do I deposit a check that I am unable to scan? Deposit the check at your local Bremer Bank branch or via Bank-by-Mail envelope. Security How do I remove or add users? Your company s Online Banking Primary User is responsible for adding or deleting users form the Online Banking system, including Remote Deposit-entitled users. The Primary User should also contact their Treasury Management Representative to ensure any required changes are made in Bremer Bank operations. Remote Deposit: Contact Information The Remote Deposit service is supported and maintained by: Treasury Management Implementation 8555 Eagle Point Blvd. P O Box 1000 Lake Elmo, MN Phone: , Option 3 TMImplementation@bremer.com Questions? Contact Treasury Management Implementation at , option 3, for additional assistance. Rev. 1/2018. Member FDIC Bremer Financial Corporation. All rights reserved. 15

Periodic Billing. Periodic Billing Customer Maintenance. Periodic Billing

Periodic Billing. Periodic Billing Customer Maintenance. Periodic Billing allows merchants to bill customers for memberships, subscriptions, or recurring product/service orders. Contact Shift4 Payments to enable this feature for an account. Note: To view options, the user must

More information

HealthEquity Employer Portal Guide HealthEquity All rights reserved.

HealthEquity Employer Portal Guide HealthEquity All rights reserved. HealthEquity Employer Portal Guide 2013-2015 HealthEquity All rights reserved. INTRODUCTION 09 ACCESSING PENDING PAYMENTS 01 LOGIN PROCESS 09 MODIFYING EMPLOYER INFORMATION 01 ADDING INSURANCE INFORMATION

More information

Alegeus. Table of Contents EMPLOYER GUIDE

Alegeus. Table of Contents EMPLOYER GUIDE 1 P a g e Table of Contents Introduction to Your New Benefits Program... 3 The Employer Administration Site Getting Started... 4 Logging In... 4 Logging Out... 4 Managing Your Password... 5 Managing Employer

More information

BAYPORT BUSINESS ONLINE BANKING USER GUIDE TABLE OF CONTENTS

BAYPORT BUSINESS ONLINE BANKING USER GUIDE TABLE OF CONTENTS BAYPORT BUSINESS ONLINE BANKING USER GUIDE TABLE OF CONTENTS ADD/MANAGE BUSINESS USERS Add a user 3 Modify account specific access 4 Set access for all accounts 7 Steps to approve a user 8 Set transaction

More information

STRS Ohio Employer Self Service (ESS) Instructions Table of Contents

STRS Ohio Employer Self Service (ESS) Instructions Table of Contents STRS Ohio Employer Self Service (ESS) Instructions Table of Contents Log in to ESS... 1 Account Settings... 2 Navigating ESS... 3 Additional Tips and Suggestions... 4 New Hire Information... 6 Reemployed

More information

SANTANDER TREASURY LINK TRANSITION GUIDE

SANTANDER TREASURY LINK TRANSITION GUIDE SANTANDER TREASURY LINK TRANSITION GUIDE Introduction Introducing Santander Treasury Link for Online Banking A new experience ahead We are pleased to introduce you to Santander Treasury Link and look forward

More information

Contents OVERVIEW... 3

Contents OVERVIEW... 3 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration

More information

Department of Management Services People First. People First! New Employee Orientation. Working together to put People First! Last Updated

Department of Management Services People First. People First! New Employee Orientation. Working together to put People First! Last Updated ! New Employee Orientation Last Updated 09-19-08 Working together to put! Table of Contents Click on the topic to jump to that section. Service Center EEO-Veterans-AAP How to Log in to Emergency Contact

More information

4 POS MANUAL. Contents

4 POS MANUAL. Contents 4 POS MANUAL Contents TIME AND ATTENDANCE... 2 OPENING PROCEDURE... 4 CLOSING (EOD) PROCEDURE... 10 UNABLE TO COMPLETE POS REPORT... 16 BASIC POS SALE... 17 SPLIT PAYMENT... 22 PROCESS AN EXCHANGE/ REFUND...

More information

WELCOME TO SANTANDER TREASURY LINK

WELCOME TO SANTANDER TREASURY LINK WELCOME TO SANTANDER TREASURY LINK You are on your way to experiencing a customizable and central hub from which to effectively manage your company s finances. To ensure you have a positive first experience

More information

DFCU ONLINE BUSINESS REMOTE DEPOSIT CAPTURE FAQ

DFCU ONLINE BUSINESS REMOTE DEPOSIT CAPTURE FAQ DFCU ONLINE BUSINESS REMOTE DEPOSIT CAPTURE FAQ Table of Contents Overview... 1 System and Scanner Requirements... 2 Fees and Limits... 3 Scanning Checks for Deposit... 4 Check Retention... 5 Troubleshooting...

More information

Transportation Management Accounting Portal Invoice Upload

Transportation Management Accounting Portal Invoice Upload Transportation Management Accounting Portal Invoice Upload USER REFERENCE V.5 To help facilitate the submission of transportation invoices for payment, Crowley has designed a solution for the carrier to

More information

WELCOME TO THE ONLINE SHIPPING USER GUIDE

WELCOME TO THE ONLINE SHIPPING USER GUIDE Online Shipping WELCOME TO THE ONLINE SHIPPING USER GUIDE ON THE GO OR IN THE OFFICE, ONLINE SHIPPING GETS IT THERE. Ideal for busy small-business owners, office managers, or anyone on the go. DHL Online

More information

Outline. 01 Terminal Overview: Page The Basics: Page Transactions: Page Settlements: Page Poynt.

Outline. 01 Terminal Overview: Page The Basics: Page Transactions: Page Settlements: Page Poynt. Merchant Overview 1 Outline 01 Terminal Overview: Page 3 02 The Basics: Page 6 03 Transactions: Page 13 04 Settlements: Page 29 05 Poynt.net HQ: Page 34 2 01 Terminal Overview 3 Spec Sheet: Merchant Facing

More information

In this module, you will learn to place tickets on hold and sell tickets to a customer.

In this module, you will learn to place tickets on hold and sell tickets to a customer. POS MERCURY PROGRAM GUIDE In this module, you will learn to place tickets on hold and sell tickets to a customer.» Benefits of Joining the Mercury Program Get more money back when buying or selling via

More information

Guide for Mobile Deposits Download BBVA Compass Investment Solutions Mobile App

Guide for Mobile Deposits Download BBVA Compass Investment Solutions Mobile App Guide for Mobile Deposits Download BBVA Compass Investment Solutions Mobile App You can download BBVA Compass Investment Solutions mobile application directly to your Android or ios device by searching

More information

Internet Banking User Manual. User Manual. Raiffeisen Direkt, Internet Banking

Internet Banking User Manual.  User Manual. Raiffeisen Direkt, Internet Banking User Manual Raiffeisen Direkt, Internet Banking Content 1.0 Introduction to Raiffeisen DIREKT, Internet Banking 3 2.0 Login to Raiffeisen DIREKT, Internet Banking 4 3.0 Client Services 5 4.0 Raiffeisen

More information

Ariba Network Online Invoice Guide

Ariba Network Online Invoice Guide Ariba Network Online Invoice Guide Introduction Regions Financial Corporation Specifications Your Ariba Network Account Invoices Accessing Your Account Account Navigation Account Configuration Settlement/Remit-To

More information

QUICK REFERENCE GUIDE Online POS Terminal. Thank you for choosing the Online POS Terminal. Chase is pleased to announce an

QUICK REFERENCE GUIDE Online POS Terminal. Thank you for choosing the Online POS Terminal. Chase is pleased to announce an QUICK REFERENCE GUIDE ONLINE POS TERMINAL 1 ipp 320 PIN Pad QUICK REFERENCE GUIDE Online POS Terminal Thank you for choosing the Online POS Terminal. Chase is pleased to announce an enhanced version of

More information

3M Ariba Light Account Network Collaboration for Suppliers

3M Ariba Light Account Network Collaboration for Suppliers SAP Training Source To Pay 3M Ariba Light Account Network Collaboration for Suppliers External User Training Version: 1.0 Last Updated: 31-Aug-2017 3M Business Transformation & Information Technology Progress

More information

AudaInvoice Repairer User Guide. Version 7.3

AudaInvoice Repairer User Guide. Version 7.3 AudaInvoice Repairer User Guide Version 7.3 AudaInvoice Repairer User Guide Contents Contents 2 1. Overview 3 2. AudaInvoice - Step By Step 4 3. Getting Started 5 3.1 Login 5 3.2 Invoice Search tab Overview

More information

15/01/2014 Panasonic Parts Ordering User Guide

15/01/2014 Panasonic Parts Ordering User Guide 15/01/2014 Panasonic Parts Ordering User Guide Panasonic UK, a branch of Panasonic Marketing Europe GmbH 1 15/01/14 Table of Contents Welcome to the Spare Parts Ordering System Bulk Orders 3 Parts Deliveries

More information

Install and Use the Wells Fargo Payment Manager

Install and Use the Wells Fargo Payment Manager Install and Use the Wells Fargo Payment Manager USER GUIDE 3.11 VERSION 2.00 Intacct Corporation User Guide 2000-2005 ORATION. ALL RIGHTS RESERVED. THIS DOCUMENT, AS WELL AS THE SOFTWARE DESCRIBED IN IT,

More information

Poynt Lodging App. Merchant Guide - Version 2.0

Poynt Lodging App. Merchant Guide - Version 2.0 Poynt Lodging App Merchant Guide - Version 2.0 1 Poynt Co 490 South California Ave, Suite 200 Palo Alto, CA 94306 https://poynt.com COPYRIGHT 2017 BY POYNT CO This publication is proprietary to Poynt Co

More information

CommBank Small Business app User Guide

CommBank Small Business app User Guide CommBank Small Business app User Guide CommBank Small Business app user guide 2 Contents Welcome to the CommBank Small Business app 4 CommBank Small Business app in 5 easy steps 4 We re here to help 4

More information

MyBill. DHL MyBill User Guide

MyBill. DHL MyBill User Guide DHL User Guide Content Page DHL MYBILL INTRODUCTION What does offer? Registering via THE SCREENS The Dashboard The Archive, Reports & Download Screens The Search Screen The My Account Screen The Help Screen

More information

QUICK REFERENCE GUIDE Online POS Terminal. Thank you for choosing the Online POS Terminal. Chase is pleased to announce an

QUICK REFERENCE GUIDE Online POS Terminal. Thank you for choosing the Online POS Terminal. Chase is pleased to announce an QUICK REFERENCE GUIDE ONLINE POS TERMINAL 1 ipp 320 PIN Pad QUICK REFERENCE GUIDE Online POS Terminal Thank you for choosing the Online POS Terminal. Chase is pleased to announce an enhanced version of

More information

Ariba Network Invoice Guide

Ariba Network Invoice Guide Ariba Network Invoice Guide Content Introduction Invoice Practices Before you Begin Invoicing Viewing Customer Invoice Rules Electronic Invoice Routing and notifications Account Configuration and Invoice

More information

Internet Bill Pay Quick Reference Guide

Internet Bill Pay Quick Reference Guide Internet Bill Pay Quick Reference Guide Table of Contents Introduction: What is Internet Bill Pay? 2 How to Make a Payment Single Payment 3 Recurring Payment 4 Payment History Prior to X Date View Payment

More information

Table of Contents HSA Bank, a division of Webster Bank, N.A. ER_Guide_HSA_Only_EV1_FNL_071017

Table of Contents HSA Bank, a division of Webster Bank, N.A. ER_Guide_HSA_Only_EV1_FNL_071017 I 1 P a g e Table of Contents Introduction to Your New Benefits Program... 3 The Employer Administration Site Getting Started... 4 Logging In... 4 Managing Your Password... 4 Navigating... 5 Enrollment

More information

Zebra s Repair Order Portal for Partners COURSE CODE: RPE01

Zebra s Repair Order Portal for Partners COURSE CODE: RPE01 Zebra s Repair Order Portal for Partners COURSE CODE: RPE01 April 2017 Introduction Welcome to the Zebra s Repair Order Portal for Partners course. This course explains how to navigate the Repair Order

More information

VTK Finance Tab. Troop Leader Training

VTK Finance Tab. Troop Leader Training VTK Finance Tab Troop Leader Training 1 Welcome, Troop Leaders and Troop Treasurers to the Volunteer Tool Kit Finance Tab Training. The VTK Finance Tab is a NEW on-line form for Troops to submit their

More information

MyBill. DHL MyBill User Guide

MyBill. DHL MyBill User Guide DHL User Guide Content Page DHL MYBILL INTRODUCTION What does offer? Registering via THE SCREENS The Dashboard The Archive, Reports & Download Screens The Search Screen The My Account Screen The Help Screen

More information

Insight Portal User Guide

Insight Portal User Guide Insight Portal User Guide Contents Navigation Panel... 2 User Settings... 2 Change Password... 2 Preferences... 2 Notification Settings... 3 Dashboard... 5 Activity Comparison Graph... 5 Activity Statistics...

More information

MyBill. DHL MyBill User Guide

MyBill. DHL MyBill User Guide DHL User Guide Content Page DHL MYBILL INTRODUCTION What does offer? Registering via THE SCREENS The Dashboard The Archive, Reports & Download Screens The Search Screen The My Account Screen The Help Screen

More information

You have confirmed that you will be using an alternative system to assess your workers. We ll send any workers who join the pension scheme our terms and conditions with their welcome pack. The welcome

More information

EmployerAccess Plan administration online manual anthem.com/ca

EmployerAccess Plan administration online manual anthem.com/ca EmployerAccess Plan administration online manual anthem.com/ca 4058CAEENABC Rev. 0/7 Table of Contents Introduction... Getting Started...4 EmployerAccess Overview...5 Helpful Tips for Adding New Employees...6

More information

Plan administration online manual anthem.com/ca

Plan administration online manual anthem.com/ca EmployerAccess Plan administration online manual anthem.com/ca 4058CAEENABC Rev. 0/7 Table of Contents Introduction... Getting Started...4 EmployerAccess Overview...5 Helpful Tips for Adding New Employees...6

More information

Sage 100 Direct Deposit. Getting Started Guide

Sage 100 Direct Deposit. Getting Started Guide Sage 100 Direct Deposit Getting Started Guide This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service

More information

February 2017 Merchant Overview

February 2017 Merchant Overview February 2017 Merchant Overview 1 Outline 01 Poynt 02 Terminal Overview 03 Product Demo 04 Poynt.net HQ 2 01 Poynt 3 Hi there. We re Poynt. At Poynt we think all merchants (and merchant service providers)

More information

REMOTE DEPOSIT CAPTURE. Deskside User Guide

REMOTE DEPOSIT CAPTURE. Deskside User Guide REMOTE DEPOSIT CAPTURE Deskside User Guide TABLE OF CONTENTS INTRODUCTION 4 RISK MANAGEMENT CONSIDERATIONS... 4 Implementation...4-5 Technology... 5 Ineligible Items... 5 GENERAL INFORMATION... 6 Customer

More information

Alberta Prorate IRP System. Online Services User Guide

Alberta Prorate IRP System. Online Services User Guide Alberta Prorate IRP System Online Services User Guide Document Version: 1.1 Status: Final Date: February 7, 2012 Amendment History - Document Status (e.g. Draft, Final, Release #): Version Modified Date

More information

Contents OVERVIEW... 3

Contents OVERVIEW... 3 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of a ConnectWise Manage Login... 4 Configuration of GL Accounts...

More information

DHL MyBill USER GUIDE

DHL MyBill USER GUIDE DHL MyBill USER GUIDE CONTENT PAGE DHL MYBILL INTRODUCTION What does MyBill offer? Registering via MyBill THE SCREENS The Dashboard The Archive, Reports & Download Screens The Search Screen The My Account

More information

Peoples Bank Benefit Manager. Employer User Guide. Member FDIC

Peoples Bank Benefit Manager. Employer User Guide.   Member FDIC Peoples Bank Benefit Manager Employer User Guide www.peoplesbank-wa.com/benefitmanager Member FDIC Contents Welcome... 3 Login to the Employer Portal... 4 First-time Use... 4 Login... 4 Forgot Your Password?...

More information

Table of contents. Reports...15 Printing reports Resources...30 Accessing help...30 Technical support numbers...31

Table of contents. Reports...15 Printing reports Resources...30 Accessing help...30 Technical support numbers...31 WorldShip 2018 User Guide The WorldShip software provides an easy way to automate your shipping tasks. You can quickly process all your UPS shipments, print labels and invoices, electronically transmit

More information

New Degree Day History Screen

New Degree Day History Screen This document describes the various enhancements and modifications to DRM Windows that occurred between versions 9.1.270 and 10.2.280. New Degree Day History Screen This screen compares the current heating

More information

Editing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47

Editing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47 ebilling User Guide Table of Contents About This Guide Chapter 1 ebilling Basics... 6 Getting Started with ebilling... 6 Logging into ebilling... 6 Working with the ebilling Home Page... 8 Updating Your

More information

Credit Card Processing Guide

Credit Card Processing Guide Credit Card Processing Guide Detailed Overview of The Reports in The Envision Software I Credit Card Processing Within Envision Cloud Table of Contents Part I Introduction 1 Part II Processing On A Computer

More information

Government Tax Payment & Filing Service. User Guide

Government Tax Payment & Filing Service. User Guide Government Tax Payment & Filing Service User Guide Contents 3 Overview 3 Six important things to know: 4 Getting Started Users 4 Manage Payment Types 4 Add Payment Type 6 Edit Payment Type 7 Remove Payment

More information

Bridge. Billing Guide. Version

Bridge. Billing Guide. Version Bridge Billing Guide Version 2.5.112 Table of Contents Page i Table of Contents Table Of Contents I Introduction 2 Managing Bill To Parties 3 Creating a New Bill to Party 3 Viewing and Navigating Bill

More information

YOUR QUICK START GUIDE TO INTELLIX PAYMENTS

YOUR QUICK START GUIDE TO INTELLIX PAYMENTS YOUR QUICK START GUIDE TO INTELLIX PAYMENTS ACH functions can be accessed through the Services g Payments menu in Intellix. Your access to different options and information within Intellix Payments is

More information

Rev.2.0. p f W. 119th Street Chicago, IL

Rev.2.0. p f W. 119th Street Chicago, IL Rev.2.0 1321 W. 119th Street Chicago, IL 60643 p. 1.800.465.2736 f. 1.773.341.3049 sales@mifab.com www.mifab.com Table of Contents I. Log on to Kwik Order... 3 II. Kwik Order Home... 4 III. Modules/Functions...

More information

CONSUMER PORTAL QUICKSTART GUIDE: HSA

CONSUMER PORTAL QUICKSTART GUIDE: HSA CONSUMER PORTAL QUICKSTART GUIDE: HSA Welcome to your MEDSURETY Benefit Accounts Consumer Portal. This one-stop portal gives you 24/7 access to view information and manage your Health Savings Account.

More information

How to Download PDF Invoices RR Finance Admins

How to Download PDF Invoices RR Finance Admins How to Download PDF Invoices RR Finance Admins In order to download PDF invoices from your suppliers, you will need to access SCP-RR (Supply Chain Platform Rolls-Royce) through Exostar. If you are not

More information

HSA EMPLOYER RESOURCE GUIDE. Fifth Third Bank Health Savings Account

HSA EMPLOYER RESOURCE GUIDE. Fifth Third Bank Health Savings Account HSA EMPLOYER RESOURCE GUIDE Fifth Third Bank Health Savings Account Contents Welcome 3 Your Fifth Third Bank HSA Implementation Checklist 4 Your HSA Maintenance Checklist 7 Customer Service Information

More information

Virtual Terminal User Guide

Virtual Terminal User Guide Virtual Terminal User Guide Table of Contents Introduction... 4 Features of Virtual Terminal... 4 Getting Started... 4 3.1 Logging in and Changing Your Password 4 3.2 Logging Out 5 3.3 Navigation Basics

More information

Deposit your checks in a snapl

Deposit your checks in a snapl Mobile Check Deposit is here!!! Deposit your checks in a snapl = - --- s UH,U,111 lillll llliluuliu'l'ii Download our app to try our new Mobile Check Deposit feature! Download Our App: The First National

More information

Version Software User Guide

Version Software User Guide 06 Version 0.0. Software User Guide Long Range LLC. 6 Tannery Street Franklin, NH 05 Table of Contents Introduction Features... Included... Installation 5 Migrating Your Personal Access File... 7 Set Range

More information

Then enter your PIN, also created during the enrollment process. After entering this data, select Submit.

Then enter your PIN, also created during the enrollment process. After entering this data, select Submit. The screens you will see in this guide were made for demo purposes, and may contain unrealistic payment or payee information. If you have questions not addressed in the tutorial, contact your Bill Pay

More information

Table of Contents. Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1

Table of Contents. Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1 2 Manager Table of Contents Overview Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1 Chapter 1: Handling Members and Customers Customer Account...3 Collections Status...3

More information

ANZ TRANSACTIVE USER GUIDE

ANZ TRANSACTIVE USER GUIDE TRANS-TASMAN ANZ TRANSACTIVE USER GUIDE AUSTRALIA AND NEW ZEALAND 02.2013 Version 1.03 Simplifying and connecting your transaction banking across Australia and New Zealand contents INTRODUCTION TO THE

More information

OnCorps Reports 2.0, Standard Reports. Site Supervisor Tutorial

OnCorps Reports 2.0, Standard Reports. Site Supervisor Tutorial OnCorps Reports 2.0, Standard Reports Site Supervisor Tutorial i Table of Contents Table of Contents Welcome to OnCorps Reports... 1 Getting Started... 2 System Requirements... 3 Logging Into and Logging

More information

Travel and Expense System Manual

Travel and Expense System Manual System Manual 1 Contents Overview... 4 Terminology... 4 The Travel Process... 6 Preparing to Create a Travel Authorization... 6 Assigning a Proxy... 7 Create a Travel Authorization... 8 Errors... 14 Using

More information

Foreword. Sales Associates Managers

Foreword. Sales Associates Managers Foreword This book is a pocket guide for using the Register module for the InfoTouch Store Manager. It outlines the basic steps and procedures for processing sales, from the beginning to the end of a day.

More information

ICP Application Submission

ICP Application Submission ICP Application Submission User Guide for API 1169 Applicants January 2018 1 P a g e Contents Pre-Requisite Requirements... 3 Start Application... 7 Person Profile... 9 Program/Exam Selection... 10 Review

More information

Copyright Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3

Copyright Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3 Copyright 1999-2017 Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3 Table of Contents 1 Vendor Portal Registration... 4 1.1 Register for Vendor Portal...4 2 Vendor

More information

SECTION 15 CARTON REQUIREMENTS

SECTION 15 CARTON REQUIREMENTS SECTION 15 CARTON REQUIREMENTS CARTON REQUIRMENTS OVERVIEW 1. Carton Labels are required on all shipments from all vendors 2. We suggest as a best practice extra taping on your cartons. It guards against

More information

IntegraPay + Xero. Setup guide

IntegraPay + Xero. Setup guide IntegraPay + Xero Automated invoice payments and reconciliation Setup guide Australia and New Zealand P: 1300 592 283 (AUS) 0800 480 054 (NZ) E: admin@integrapay.com www.integrapay.com Introduction IntegraPay

More information

Version /2/2017. Offline User Guide

Version /2/2017. Offline User Guide Version 3.3 11/2/2017 Copyright 2013, 2018, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on

More information

Pocket Salon Booking. salonbiz.com

Pocket Salon Booking. salonbiz.com Pocket Salon Guide Pocket Salon is a tool for your guests to carry your salon in their pocket! The app allows them to view, confirm, and manage their visits anytime, anywhere however they want. Logging

More information

LSS Cloud Workorder Workorder/ Invoice Quick Start Guide

LSS Cloud Workorder Workorder/ Invoice Quick Start Guide LSS Cloud Workorder Workorder/ Invoice Quick Start Guide Complete the following fields to create and price your custom workorder/invoice. The number of workorders that can be added to the invoice are unlimited.

More information

Banking at the speed of your life. Online. Mobile. Superior. Safe. PARKSTERLING. Answers You Can Bank On.

Banking at the speed of your life. Online. Mobile. Superior. Safe. PARKSTERLING. Answers You Can Bank On. Banking at the speed of your life. Online. Mobile. Superior. Safe. PARKSTERLING SM Answers You Can Bank On. At Park Sterling Bank, we know that there are times when our answer can help expand a child s

More information

After logging into PrintGizmo create your profile and complete the information requested by navigating the menu to Configuration > Profile.

After logging into PrintGizmo create your profile and complete the information requested by navigating the menu to Configuration > Profile. Printer Guide Quick Start Guide Step 1: Setup your Profile See Profile under Configuration After logging into PrintGizmo create your profile and complete the information requested by navigating the menu

More information

Version Table of Contents

Version Table of Contents Table of Contents 1. CLUB ADMINISTRATORS/ MANAGERS... 8 1.1 CLUBHOUSE... 8 1.1.1 Group Home... 8 1.1.2 Club Home... 8 1.1.3 Course Home... 9 1.1.4 Customer Home... 9 1.1.5 Gopher Notes... 9 1.1.6 Contact...

More information

The quick, easy and FREE way to pay your bills online!*

The quick, easy and FREE way to pay your bills online!* The quick, easy and FREE way to pay your bills online!* Account Overview Main navigational tabs have been reduced to 3 from 5. Click Home, Bill Pay or Account Services to access additional menu options.

More information

Bloomberg Ariba Network. Online Invoice Guide

Bloomberg Ariba Network. Online Invoice Guide Bloomberg Ariba Network Online Invoice Guide Content 1. Introduction 2. Invoice Practices 3. Before you Begin Invoicing I. Viewing Customer Invoice Rules II. Electronic Invoice Routing and notifications

More information

Contents OVERVIEW... 3

Contents OVERVIEW... 3 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration

More information

Sage MAS 90 and 200 Product Update 2 Delivers Added Value!

Sage MAS 90 and 200 Product Update 2 Delivers Added Value! Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features

More information

DSV XPress. Customer User Guide. 1 DSV XPress (Version: )

DSV XPress. Customer User Guide. 1 DSV XPress (Version: ) DSV XPress Customer User Guide 1 DSV XPress (Version: 31-01-2017) Content 1.0 Start... 3 2.0 Log-in... 3 2.1 Reset and change your password... 3 3.0 Home Screen... 4 4.0 Shipment Entry... 5 4.1 Shipping-

More information

Verizon Enterprise Center CALNET 3 Invoices User Guide

Verizon Enterprise Center CALNET 3 Invoices User Guide Version 1.17 Last Updated: March 2017 2017 Verizon. All Rights Reserved. The Verizon name and logo and all other names, logos, and slogans identifying Verizon s products and services are trademarks and

More information

Dominion Energy Invoicing and Payment portal powered by Taulia

Dominion Energy Invoicing and Payment portal powered by Taulia Dominion Energy Invoicing and Payment portal powered by Taulia What is it? Electronic Invoicing (E-Invoicing) is electronic invoicing submitted through an electronic network or web portal. Dominion Energy

More information

Consignee Guide. Version 1.8

Consignee Guide. Version 1.8 Consignee Guide Version 1.8 TABLE OF CONTENTS 1 Welcome to FlashConsign.com...6 2 Your Consignee Account...7 2.1 Creating a Consignee Account...7 3 Creating a Consignment Sale...10 3.1.1 Consignment Sale

More information

Quick Start Guide. Taking A Payment & Printing A Receipt

Quick Start Guide. Taking A Payment & Printing A Receipt Quick Start Guide Taking A Payment & Printing A Receipt Table of Contents Key Terms...3 Billing Types... 3 Premium Sent.. 3 Financing.. 3 Agency Fees....3 Taking A Payment.. 4 When Issuing A Policy 4 Agency

More information

Microsoft Dynamics GP Business Portal. Project Time and Expense User s Guide Release 3.0

Microsoft Dynamics GP Business Portal. Project Time and Expense User s Guide Release 3.0 Microsoft Dynamics GP Business Portal Project Time and Expense User s Guide Release 3.0 Copyright Copyright 2005 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws

More information

iphone/ipad User Guide

iphone/ipad User Guide iphone/ipad User Guide Last Updated On: April 07, 2018 Copyright Notice Copyright 2018 ClickSoftware Technologies Ltd. All rights reserved. No part of this publication may be copied without the express

More information

BUSINESS REMOTE DEPOSIT CAPTURE USER GUIDE

BUSINESS REMOTE DEPOSIT CAPTURE USER GUIDE Table of Contents Overview... 2 Benefits... 2 How it Works... 3 Fees and Limits... 3 Deposit Guidelines and Funds Availability... 3 Deposit Guidelines... 3 Deposit Cut Off Time and Funds Availability...

More information

V9 Data Entry Administrators Guide DOCUMENTATION. Phone: Fax:

V9 Data Entry Administrators Guide DOCUMENTATION. Phone: Fax: V9 Data Entry Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: FEB 10 AUTHOR DATE

More information

... Evo-Remote User s Manual

... Evo-Remote User s Manual Evolution By.......... Evo-Remote User s Manual EVO-REMOTE 4. Reporting 1. Employee Maintenance 4 EASY STEPS TO A SUCCESSFUL PAYROLL 3. Pre- Process/Submit 2. Entering Payroll Legend UPPER CASE BOLD =

More information

UPS WorldShip TM 2010

UPS WorldShip TM 2010 UPS WorldShip TM 2010 Version 12.0 User Guide The UPS WorldShip software provides an easy way to automate your shipping tasks. You can quickly process all your UPS shipments, print labels and invoices,

More information

Kuali Cashier Applications

Kuali Cashier Applications Kuali Cashier Applications Kuali is a web-based financial services system tailored to a university s specialized accounting functions. The system uses electronic documents, e-docs, to enter information

More information

CCI Online Management System (OMS) Documentation Section: HR

CCI Online Management System (OMS) Documentation Section: HR CCI Online Management System (OMS) Documentation Section: HR 1.1.Getting Started...2 1.2.Adding a New Employee...2 1.3.Editing & Submitting Employees...5 1.3.1 Editing Employee Information...7 7 1.3.2

More information

Content Page. DHL MyBill Guide. DHL MyBill. DHL MYBILL INTRODUCTION 01 Content Page 02 What does DHL MyBill offer?

Content Page. DHL MyBill Guide. DHL MyBill. DHL MYBILL INTRODUCTION 01 Content Page 02 What does DHL MyBill offer? 01 Guide Content Page DHL MYBILL INTRODUCTION 01 Content Page 02 What does offer? REGISTRATION AND ACCESS 03 Registration 04 Registration (continued) MAIN TABS 05 Dashboard 06 Archive, Reports & Download

More information

QuickBooks Integrator for PostalMate VSoftwareTools.com

QuickBooks Integrator for PostalMate VSoftwareTools.com Page 1 IMPORTANT Please, carefully read these Instructions fully, BEFORE trying to setup the QuickBooks Integrator (QBI) in PMTools. The QuickBooks Connector (QBC) is a separate program installed on the

More information

Contents OVERVIEW... 3 CONFIGURATION... 4

Contents OVERVIEW... 3 CONFIGURATION... 4 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration

More information

CONSUMER PORTAL QUICKSTART GUIDE: HSA

CONSUMER PORTAL QUICKSTART GUIDE: HSA CONSUMER PORTAL QUICKSTART GUIDE: HSA Welcome to your Consociate HSA Consumer Portal. This one-stop portal gives you 24/7 access to view information and manage your Health Savings Account. It enables you

More information

Table of Contents. Hire (Companies Using Hiring + Onboarding) Hire (Companies Using Onboarding Only)

Table of Contents. Hire (Companies Using Hiring + Onboarding) Hire (Companies Using Onboarding Only) Table of Contents Hire (Companies Using Hiring + Onboarding) Hire (Companies Using Onboarding Only) Starting the Onboarding Process Complete at Home What If the Employee Can t Locate the Welcome Email?

More information

MyBill. DHL MyBill User Guide

MyBill. DHL MyBill User Guide DHL User Guide Content Page DHL MYBILL INTRODUCTION What does offer? Registering via THE SCREENS The Dashboard The Archive, Reports & Download Screens The Search Screen The My Account Screen The Help Screen

More information