Advanced Merchant iMerchant User Manual

Rev 02/2014 1 Source Capture Optimization Merchant Daily Procedures This material is proprietary to Information Technology,

Rev 02/2014 10 Common Status Bar : A status bar at the bottom of the Scan page displays summary information regarding the current user’s session. Th

Rev 02/2014 11 How to Correct Jammed Documents: If a document jams during the process, usually the scanner will stop and the message box will displa

Rev 02/2014 12 How to Delete an Item within a Deposit: To delete an item, the item will 1st need to be located on the grid, select the row which wil

Rev 02/2014 13 To Remove a Batch or Deposit: 1. To remove a deposit while currently in the deposit, select the Delete Deposit button. 2. Upon

Rev 02/2014 14 Enlarging the Image: To view the image of an item, click the + sign next along the left for the appropriate item. If the image of th

Rev 02/2014 15 How to Rescan a Document – Failed Image Quality: Image Analysis consists of the following components: 1. Image Quality Tests that c

Rev 02/2014 16 7) The system will give the following warning message: 8) Select Yes to continue the rescan process. When rescanning an item, th

Rev 02/2014 17 Duplicates: Once all items have been scanned within the deposit, all exceptions have been addressed, the program will then display an

Rev 02/2014 18 To correct duplicates: At this point you can delete the duplicate(s) by clicking Delete or click Accept to override the exception and

Rev 02/2014 19 From this window, you can open a particular deposit by selecting the Open Deposit icon for the appropriate Deposit ID. Also from t

Rev 02/2014 2 Table of Contents Web Capture Product ...

Rev 02/2014 20 After selecting the View Details option, a screen similar to the following will be displayed. Th

Rev 02/2014 21  SUBMITTED - a deposit/batch will be placed in “SUBMITTED” status when an approver submits the batch and all exceptions are resolv

Rev 02/2014 22 Reports: Begin by selecting the Reports tab. To include Search Options, click the select a Date and Amount Range. Select Depos

Rev 02/2014 23

Rev 02/2014 24 Item Query: Begin by selecting the View Items tab. To include Search Options, click the select a Date and Amount Range.

Rev 02/2014 25 Click the Advanced Search option to make additional search criteria available.

Rev 02/2014 26 Click along the left to display the image of the appropriate item. Click to view the entire deposit.

Rev 02/2014 27 Menu Description Keys and functions: When you scan your checks, the fields will automatically populate. If a field fails to populat

Rev 02/2014 28 The following menu items are accessible from all windows in Web Capture. Press this button to return to the Web Capture Home w

Rev 02/2014 29 Tips for a Successful Scanning Experience 1) Prep work thoroughly removing all tapes, staples, paper clips and check for folded

Rev 02/2014 3 Web Capture Product Web Capture is a product offered to Fiserv clients to capture items at the branch l

Rev 02/2014 30 Web Capture Client Workstation Installation Please make sure that the ActiveX has been activated before installing SCO software.

Rev 02/2014 31 3. Select the Security Tab 4. Select the Trusted Sits 5. Click the Sites button 6. Enter the website for Web Capture (ex: h

Rev 02/2014 32 9. Click Custom level button 10. Scroll down and locate the “Automatic Prompting for ActiveX controls” section 11. Check the Rad

Rev 02/2014 33 12. Locate the “Download signed ActiveX controls” section 13. Check the radio button next to Enable 14. Click OK 15. Click Yes 16

Rev 02/2014 34 17. Close Internet Explorer 18. Re-launch the Web Capture web site Scanner Driver Installation Go to www.bankcherokee.com/en/busin

Rev 02/2014 35 3. Click Next. 4. Type “na” in the field for Target Server and select Merchant Capture from the drop-down menu for Installation Type

Rev 02/2014 36 5. Click Next. 6. Click Install.

Rev 02/2014 37 7. Click Finish. Now it is time to install the scanner driver. Locate the scanner driver you downloaded. Make sure the scanner is un

Rev 02/2014 38 2. Open up Tools and select Compatibility View Settings. 3. You should see “bankcherokee.com” in the Add this website: field. If not

Rev 02/2014 4 Access SCO Merchant Capture or WebCapture: 1. Launch Internet Explorer and enter the following address: www.bankcherokee.com cl

Rev 02/2014 5 2. Enter the following information when creating a Deposit, then click Continue Fields Description Deposit Na

Rev 02/2014 6 Selecting an account: When you click in the Select Account text area, a drop down list of available deposit accounts displays. To find

Rev 02/2014 7 5. While the deposit is scanning, you will see the following message: “Scanning in progress, please wait….” 6. After

Rev 02/2014 8 Common Exceptions: 1. Image Quality - Rescan the item or accept the image if the image quality is acceptable. 2

Rev 02/2014 9 MICR fields that can be updated: • Check Number - is the serial number or check number (4 digits) for personal checks • Amount - The