You are here: Detailed Guide for Using the Check Scanning System > Approving a Batch for Transmission to the Processor

Approving a Batch for Transmission to the Processor

Once a batch is scanned, you can approve it for transmission to the processor. Upon closing out of a batch, the system will prompt you to Approve the Batch. If you choose not to approve the batch at that time, you can come back and approve it later by following these steps.

To approve a batch for transmission to the processor:

  1. Login to the check scanning system if you are not already logged in. You will see a list of all open batches:

     

  2. Click on the batch to approve. Then click Approve Batch. The Analyzing Batch window will open:

  3. The Print Batch Report window will open:

  4. Click Yes to Print a report. Click No if you do not need a hardcopy report at this time. Reports can always be printed at a later time. You are now ready to Transmit the Batch. To transmit this batch and all other batches that are Approved, click Transmit Batches. see "Transmitting the Batch to the Processor" for detailed instructions.

    Depending on how your system is setup, this report will basically show a list of clients' payments, along with pertinent information such as the routing and account info, check type, and amount for each client.

You are here: Detailed Guide for Using the Check Scanning System > Approving a Batch for Transmission to the Processor

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