All documents must be scanned in Teller Item Capture so they can be processed nightly. See Teller Capture Imaging for additional information.
Procedures
To scan items with the teller capture machine, do the following:
- Click Scan Documents (F5).
- Place items in the scanner machine (facing outward).
- When finished scanning, click Scanning Complete.
- The Transaction Images view screen displays. Review scanned items and make any necessary corrections.
- The Item Status field helps identify document issues that require correction.
- Once all items have been reviewed and corrected (if applicable), click Finished.
- The transaction processing screen populates with information from the scanned items.
- View any message displayed.
- Click Complete to continue.
- A receipt prints for the client. Click Finished to continue.
- After completing the transaction, the user returns to the Teller Transaction Processing screen.
- After completing the transaction, the user returns to the Teller Transaction Processing screen.
- See Item Capture Transaction History Screen for details about transaction sent status.
Transaction Images View Screen
| Option | Description |
|---|---|
| Rescan (F4) | Allows the user to rescan the current item. |
| Delete (F6) | Allows the user to delete the current item. |
| Flip (F7) | Allows the user to see the back of the current item. |
| Rotate (F8) | Allows the user to rotate the current item. |
| Item Status | Displays all the issues to correct on the scanned documents. |
| Totals | The total amount of credits, debits, and number of items scanned. |
| Scan More (F5) | Allows the user to scan additional items for the transaction. |
| Previous/Next | Allows the user to scroll up and down through the items scanned. |
| Show All Items | Allows the user to view all the scanned items on one page. |
| Finished | Allows the user to accept the images and return to Teller. |
| Cancel | Allows the user to Cancel the transaction and delete the scanned items. |
If any of the following fields DO NOT auto-populate from the scanned documents, you are REQUIRED to manually enter the information.
| Option | Description |
|---|---|
| Aux | Deposit tickets that includes a store/region number in the MICR line. Serial numbers on a check are listed before the routing number (business checks) the serial number is placed in the AUX field, rather than the Check/Tran Code field. |
| RIC | NOT USED |
| Routing | Displays the routing number for the selected document. |
| Account | Displays the account number for the selected document. |
| Check | Displays the check number for the selected document. |
| Tran Code | Displays the transaction code for the selected. |
| Amount | Displays the amount of the item scanned. Verify for accuracy. |
| Doc Type | Displays the document type Teller Capture selected. |
Item Status Issues
The Item Status panel displays scanned document issues that require correction.
RECO Issue / Recognition Issue
A RECO issue is returned in the following situations:
- When the amount of the item is not recognized.
- If the amount is not found on the scanned item.
- If the confidence level is low (difficulty reading the item).
- If the item is over the High Dollar Threshold.
Once the item has been corrected, the Item Status updates to reflect Corrected.
IQA Issue
An Image Quality Assurance (IQA) Issue occurs when a field is missing, or when a part of the scanned image, other than the amount, cannot be read. IQA issues include:
- Missing Payee
- Skewed
- MICR line
- Image too dark/light
| Dogged Eared | LAR - Missing |
| Skewed | CAR - Missing |
| VERIFY MICR | DATE - Missing |
| DOC - Too dark | PYR - Missing |
| DOC - Too light | SIG - Missing |
| Piggyback | PYE - Missing |
| Duplicate Item | Check scanned twice |
Once the item has been corrected, the Item Status updates to reflect Corrected.
Int'l - International
An International item is an item from a region other than the United States. Checks with an international routing number are outlined in blue.
Click here for information on Canadian Check conversion and approval process as well as details on the check retention period.
Click here for information on Foreign Checks.