Home Ribbon
When the Home tab is selected, the Home ribbon is displayed.
Cheques
Store All - Store the cheques and the deposit slip in DataStoreDSX.
Discard All - Delete the images of all the scanned cheques and deposit slip.
To delete a single scanned document, select the document in the Documents pane and press the Delete key on your keyboard.
Scan
Scan All - Click on Scan All to scan the deposit slip and all the cheques in the feed tray of the active cheque scanner.
Scan One - Click on Scan One to scan a single cheque (or deposit slip) in the feed tray of the active cheque scanner.
Stop Scan - Click on Stop Scan to cancel the current scan.
Scan Settings
The name of the active cheque scan setting is shown in the box. A different scan setting can be selected by clicking the scan setting name to display a drop-down list of configured scan settings. Select the scan setting you want to use from the list.
Add Scan Setting - Click the Add Scan Setting button to open the Scan Setting window.
The Scan Settings are described in Table 3.
Table 3. Terminology: Scan Setting
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Term |
Meaning |
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Scan Setting Name |
Enter a name for the cheque scan setting you are adding. Maximum 100 characters. |
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Destination Data Definition |
Select the Data Definition you want to use to index the scanned cheques. |
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Sides to Scan |
Select the appropriate option from the drop-down list:
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Colour Format |
Select the appropriate colour format for the scanned images:
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Resolution |
Select the required resolution from the drop-down list: |
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Endorser Settings |
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Use Endorser |
When selected, scanned cheques are endorsed. That is, text is printed on the back of each cheque as it is scanned. The cheques are endorsed using the Line Position (mm), Endorser String and Append Date settings configured in the Configuration Settings. However, when Global Endorser Override is selected, the Endorser String and Append Date configured below are used when this Scan Setting is used. (The Line Position (mm) is always used.) When cleared, scanned cheques are not endorsed. That is, no text is printed on the back of the cheque as it is scanned. |
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Global Endorser Override |
When selected, the text configured in this dialog in the Endorser string is printed on the back of each scanned cheque instead of the Endorser String configured in the Configuration Settings dialog. |
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Endorser String |
Enter the text you want printed on the back of each scanned cheque. |
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Append date |
Select Append Date if you want today’s date appended to the Endorser String printed on the back of each cheque scanned today. |
Edit Scan Setting - Click the Edit Scan Setting button to open the Edit Scan Setting dialog for the active scan setting.
The Edit Scanner dialog allows you to change all the Scan Settings. See Table 3 for details on the settings available in this dialog.
Delete Scan Setting - Click the Delete Scan Setting button to delete the active cheque scan setting.
A dialog is displayed asking you to confirm you want to delete the active scan setting.
Click Yes to delete the scan setting or No to close the dialog without deleting the active scan setting.
Configuration
Configuration Settings - Click the Configuration Settings button to open the General Configuration dialog.
The Configuration Settings are described in Table 4.
Table 4. Terminology: Configuration Setting
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Term |
Meaning |
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|---|---|---|---|
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Storage |
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Scanned Images Folder |
Displays the path to the folder which is used to temporarily keep the scanned images until they are Stored. Click the … button to browse to a different folder in which to keep scanned images until they are Stored. |
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Brightness and Contrast |
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Brightness |
Front – select the Brightness setting for the front of the cheque. Back – select the Brightness setting for the back of the cheque. Selecting a higher number for the Brightness makes the scanned image lighter. Selecting a lower number for the Brightness makes the image darker. |
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Contrast |
Front – select the Contrast setting for the front of the cheque. Back – select the Contrast setting for the back of the cheque. Selecting a higher number for the Contrast makes the scanned image contrast stronger. Selecting a lower number for the Contrast reduces the contrast. |
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Endorsing |
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Endorser String |
Enter the text you want printed on the back of each scanned cheque. |
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Line Position (mm) |
Enter the distance (in millimetres) from the left edge of the back of the cheque, where you want the Endorser String to start. |
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Append Date |
Select Append Date if you want today’s date appended to the Endorser String printed on the back of each cheque scanned today. |
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Rejected MICR Pocket |
Enter a value for the cheque scanner pocket to be used for rejected cheques.
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Pocket Waterfall |
Select this option when you want the connected cheque scanner to fill one pocket with scanned cheques before filling a subsequent pocket with scanned cheques. When this option is cleared, the scanner fills one pocket with scanned cheques and then stops. A dialog is displayed informing you a pocket is full. You will not be able to resume scanning until the full pocket is emptied and you then click OK on the dialog.
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Auto Jog Before Scanning |
Some cheque scanners support the jog feature. Static electricity in an office can cause the cheques to stick together in the feeder, causing problems when the cheques are scanned. The jog feature helps to prevent the cheques from sticking to each other. Select a non-zero value for the number of seconds you want the scanner to jog the cheques in the feeder before commencing scanning. The maximum value is 10 seconds.
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Cheque Field Mapping
When the provided MICR Custom Field Types are used in a Data Definition, those fields are automatically mapped to the MICR fields on the scanned cheques. However, if you have a Data Definition to which you want to map the scanned MICR fields, use the Cheque Field Mapping dialog to do this.
You should only map fields to the Data Definitions specified in the lower status bar of the Cheque Deposit application.
Although you can map MICR fields to fields in other Data Definitions, those mappings will have no effect.
Select the required Data Definition and expand the fields. Then, for the columns: Account Number, Branch Sort Code, Cheque Number, Transit Code, and Amount, select the Data Definition field you want to use.
In the above example, the Data Definition cheques has seven fields, five of which are mapped to the cheque MICR fields.
Cheque Field mappings are stored on the server and are therefore available to all users who have access to the selected Data Definition.
Rotation Options
90 - Rotate the displayed image 90 degrees clockwise.
180 - Rotate the displayed image 180 degrees clockwise.
270 - Rotate the displayed image 270 degrees clockwise.
Held Values
Configure - Click on Configure to open the Held Values Configuration dialog. The Index fields are listed and a Hold or Held button appears above Index value (as appropriate).
In the example, none of the fields have Held Values.
In the example below, Routing Number has been held.
When a field has an Index Assistant configured, the Index Assistant button is displayed beside the field name.
Click this button to use the Index Assistant value as the Held Value.
Cascade - Select the documents you want to index and click on Cascade. Select one of the following options:
Overwrite Existing Values - Select Overwrite existing values to populate all the fields with Held Values, overwriting any values which already exist.
Do Not Overwrite Existing Values - Select Do not overwrite existing values to populate only the fields which do not already have a value with the configured Held Values.