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v1.0

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v1.0

Introduction

  • Check21.com

Check21.com Payment Gateway

  • Introduction to Check21.com Gateway
  • Returns, Adjustments, and Rejections
  • Reconciliation of Accounting
  • Check21.com and Banking Holidays
  • Bank Introduction Template

Mobile Check Capture API

  • Introduction to MCC API
  • Using the MCC API
  • Under the Hood
  • Best Practice
  • Common MCC and Payment Submission/Recon Workflows

Check Scanning SDK

  • Introduction to CS SDK
  • Check Scanner Drivers
  • CS SDK Configuration
  • Under the Hood
  • Best Practice
  • MICR Line Identification

Check Verification API

  • Introduction to Check Verification
  • Verification Services Offered
  • Using the Check Verification API

Payology Mobile Check Capture for Salesforce

  • Introduction to MCC for Salesforce
  • Configuring the Payology MCC App
    • Custom Settings Configuration
    • Using Tokens in URL Parameters
  • Force.com Site Configuration
    • Adding Your Company Logo
    • Force.com Permission Requirements
    • Directing Users to the Force.com Site
  • Using the Force.com App
  • Using the MCC Restful API
  • The Data Model

Payology Lite for Salesforce

  • Introduction to Payology Lite
  • Configuring Payology Lite
    • Payment Settings Configuration
    • Client Account Configuration
  • The Data Model
    • The Check Batch Object
    • The Check Object
    • The Check Allocation Object
    • The Check Submission Queue Object
  • Check Transmission, Status Updates & Returns

DocuSplit for Salesforce

  • Introduction to DocuSplit 2.0
  • Installing the Docusplit App
  • Configuring the Docusplit App
    • Configuration of Document Types
    • Configuration of Related Objects
    • Configuration of Display Fields
    • Configuring Docusplit Object Components
  • Using the Docusplit App
    • Scanning Documents with Docusplit
    • Importing Documents from a PC
    • Importing Documents from Salesforce
    • Annotating and Manipulating Documents
    • Saving Documents to Salesforce Records

Check Verification for Salesforce

  • Introduction to Check Verification for Salesforce
  • Installing the Check Verification App
  • Configuring the Check Verification App
  • The Data Model
    • The Check Verification Responses Object
    • The Verification Object
  • Services Used to Verify Bank Data
    • Verifying Account Validity or Check Writing History

Payology Check Scanning for Salesforce

  • Introduction to Check Scanning for Salesforce
  • Installing the Payology Check Scanning App
  • Check Scanner Drivers
  • Configuring the Payology Check Scanning App
    • Check and Remittance Advice Configuration
    • Check Scanning UI Configuration
    • Batch Save Pop-Over Configuration
    • Load Open Batch Picklist Configuration
    • Validation Rule Configuration
  • The Check Scanning User Interface
  • Available Open Extensions
    • NPSP Extension Guide
  • MICR Line Identification
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Common MCC and Payment Submission/Recon Workflows

The Most Common Journey

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Diagram of MCC and Payment Submission/Recon Workflows

Below is a representation of the most common workflow from check capture to the payment submission and reconciliation processes.

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Most Common Journey

Updated about 1 year ago


  • Table of Contents
    • Diagram of MCC and Payment Submission/Recon Workflows