Cross Check Reader. User Manual

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1 Cross Check Reader User Manual

2 TABLE OF CONTENTS Overview 1 Set-up and Installation.. 1 LED Indicators. 1 Operations 2 Interface 2 Specifications.. 3 Use with Shelby.. 4

3 OVERVIEW The Cross Check reader is designed to magnetically read the magnetic ink (MICR) information printed at the bottom of checks. Using the product for check data entry speeds processing and increases accuracy. Once the data is read from the check, the information is sent to a central database which contains information about the donor. An opportunity is then given to confirm that the displayed data is accurate. SET-UP AND INSTALLATION The Cross Check reader can be installed on any flat surface. Its small design enables it to fit into most data entry areas. Your new Cross Check reader is shipped with non-slip rubber feet. The Cross Check reader is designed to be used with a 286 or higher personal computer, an adapter is available to allow the reader to be used as an ADB device. Supplied with the reader is a Y cable to allow connection in a wedge configuration. With the power to your computer OFF, simply plug the keyboard into the female end of the Y cable and plug the male end into the keyboard port of your computer. Include with the Cross Check reader is a 12V AC transformer. Plug the transformer into a 120V AC outlet then connect the power jack to the reader. LED INDICATORS Power-up: Alternating Green/Red Alternating Green/Red Blink Red Green - Head sensor blocked Check path - Looking for Keyboard Communication - Remove check from check path - All OK Ready to go Read Check: Green Red Blink Red - Requested data read ok - Error reading check - Check left in check path. Remove check. Page 1

4 OPERATION Checks should be fed one at a time with the MICR characters down and facing the MagTek logo. The blank side of the check should be facing the outer wall of the check path as shown. Drop the check into the slot directly below the MagTek logo. Slide the check slightly forward until the check is grasped. Release the check the reader will pull the check through automatically. When a check is read, the LED will extinguish momentarily, and then come up green (good read) or red (error). After reading the check, the motor stops. BACK OF CHECK MICR code at bottom INTERFACE Characters transmitted by the reader are standard ASCII in the format: Account # / Check # <CR>, i.e. the account number followed by a slash, the check number followed by a carriage return. If an account number is detected but no check number is present, the output will be the account number, slash, and carriage return. If no account number is detected, the reader will indicate an error status (Red LED) and no output is sent. Page 2

5 SPECIFICATIONS: Check Reading: Check Read Rate: Check Read/Decode/Transmit Time: 1 second 99% first rate. 100% second read rate on all checks printed within ANSI specifications. 97% on random sample of real world checks. MICR Font Supported: E13B Electrical: Environmental: Wall Transformer 120 VAC +/- 10% 50/60 Hz input, 12 VAC 1 Amp Output UL/CSA listed Temperature: 0 0 C to 50 0 C Humidity: 10% to 90% Ventilation: Mechanical: Convection Height: 3.18, Width: 4.00, Length: 6.19, Weight: 2.3 lbs. Page 3

6 Implementing Cross Check in your Shelby Software Congratulations! You are now the proud owner of a Cross Check unit. This device will prove to be a tool that will save you considerable processing time. The Cross Check unit interfaces with Contributions, Bank Reconciliation, Accounts Receivable, Remittance, and Donors and Gifts. The instructions below will show you how to turn on the Cross Check interface in each of these modules. For further instruction, view the Shelby Help files in your software, or contact Shelby Support. Note: You will need to install Shelby V5.5 with the new activation key provided to you with the purchase of Cross Check. Contributions/Donor and Gifts/Remittance 1. From the Contributions Home Base, select Contribution Processing. 2. Select Preferences. 3. On the Preference grid, select Use Cross Check. 4. Selecting Use Cross Check will add a field in the Contribution Entry screen that will allow you to use the Cross Check unit. After placing your cursor in the Cross Check field, scan the check through the reader. You will be prompted if the check number has not been previously assigned to an individual. At this point you can link individuals within Shelby to the bank account numbers scanned in via Cross Check. The link between the individual and his/her bank account is then stored in the database so the next time the check is scanned, the program automatically brings up the correct record. Note: Both the Remittance and Donor and Gifts modules are set up similarly to Contributions. Bank Reconciliation 1. From the Bank Reconciliation Home Base, select Utilities, and Preferences. 2. In Bank Reconciliation Preferences, select Reconcile using Cross Check. Revised 11/15/2001 Page 4

7 Implementing Cross Check in your Shelby Software 3. The ShelbyCHECK Scan field is added to the Reconciliation screen. Accounts Receivable 1. From the Accounts Receivable Home Base, select Utility and Preferences. 2. In the Preferences screen select Use Cross Check. 3. Once selecting Use Cross Check in Preferences, a Cross Check field will be added to Payment Entry. The Accounts Receivable Payment Entry screen works similarly to Contributions. Once you scan the check through the reader, the program will prompt you to link a customer in the database with the bank account scanned via Cross Check. The link between the customer and the customer s bank account is then stored in the database for future reference. Revised 11/15/2001 Page 5

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