Personal and Certified Checks

Key Points

  1. Confirm or correct check details and classify each check as Certified or Personal.
  2. Checks with poor quality images should be rejected and rescanned.
  3. All checks should be accepted or rejected.
  4. View a pdf summary of your scanned checks under Reports > Checks.

 

Using Google Chrome, navigate to Resident > Scan Checks, load checks into the scanner and click Scan. There is no need to separate certified checks, including cashier’s checks and money orders, from personal checks. Do not endorse or stamp the rear of the checks prior to scanning.

View each check image to confirm or correct the account number, routing number, etc. If the scanner failed to capture a readable image, click Reject and rescan the check. Each check must be classified as Certified (cashier’s checks and money orders) or Personal and associated with a resident. You can search by resident name, accounting code, or unit number under 'Resident Information', then choose a resident from the drop-down menu.  Click 'Accept' to process the check. 

If you cannot find an existing resident in the drop-down menu, select New Resident, Applicant, Bad Debt, or Other depending on the type of check payment you are processing. You will be prompted to enter resident information manually.

Work until there are no checks with a 'Pending' status, and remember to click 'Complete Batch' when you are finished. Navigate to Reports > Checks to view your scan report with check details and front and rear images.

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