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1. Amount Recognition Failed Working with Deposits Description Amount recognition for the item failed Reject Item Exception Critical Error Provides an explanation of why an item is labeled a reject An item can be considered a reject based on the following The item is foreign for example an item drawn in Canada or Mexico The scanner is unable to successfully read the MICR The item routing number is not a valid U S number Duplicate Item If a duplicate item is captured you are presented the current and original images for verification Duplicate items can be set as a critical error by your organization which cannot be overridden Item Data Entry Intelligent Keying Item data is incomplete Fields highlighted in yellow are required If enabled by your financial organization intelligent keying saves field values associated with the routing and account number for each captured item The next time an item with the same routing and account number is captured the saved values automatically populate the appropriate fields during item correction This decreases repetitive data entry for routinely captured item values in a deposit 5 10 FIS Using Sendpoint Merchant Web Client Task Summary Following is a summary of the tasks involved in creating a new deposit Detailed instructions follow the summary Task 1 Complete Deposit Information Select a valid deposit account Ca
2. SendPoint Merchant Web Client User Manual FIS Original Publication 1 08 Revisions 2 09 5 10 O 2010 Fidelity National Information Services Inc and its subsidiaries All rights reserved worldwide This document is protected as a trade secret and under the copyright laws as the property of Fidelity National Information Services Inc Copying reproduction or distribution to third parties is strictly prohibited 5 10 FIS Table of Contents EI Getting Started System ReguirementSs 1 1 Client PC Installation 1 3 Logging in to Web Client 1 7 Multi Factor Authentication 1 11 FA General Information OVOIVIOW is AA A a KG 2 1 Change Passwofd 2 3 Administration t e sie usi a Seni Velo aaa use EE 2 5 Registration 2 2 dee si ee a ed A eee 2 11 Deposits carati tees ad eels oa hewn ADA 2 13 Approvals aos pd ita AA od ed hates Baa As 2 15 ENS A A A DA ts id ONG 2 17 REDONS nte ade Cei 2 21 Working With Deposits Creating a Deposit see a ai 3 1 Changing an Open Deposit 3 9 Marking ems ji te A 3 13 SendPoint Merchant Web Client User Manual 5 10 i Table of Contents 5 10 FIS Getting Started 1 5 10 FIS System Requirements This section lists the system requirements to suppo
3. 6 Click Save to save the Export Capture Data report Export Data File by This feature creates a CSV file based on a selected layout This report is only Layout available if export layouts are defined for your organization To create an export do the following 1 2 Select Export Data File by Layout On the Criteria tab select an account or enter the account number to filter the list Select a layout Select a location Enter a start and end date Click Export File SendPoint Merchant Web Client User Manual 5 10 2 23 Reports Location Summary Report 2 24 General Information 7 Click Save to save the export data file This report provides a detailed summary of all deposits and debits captured on a given date or date range by location To view this report do the following 1 2 Select Location Summary Report On the Criteria tab select an account or enter the account number to filter the list Enter a start and end date Select a report layout tab or window Click View Report 5 10 FIS Working With Deposits 5 10 FIS Before You Begin Creating a Deposit This section provides step by step instructions for creating a new deposit Creating a new deposit involves selecting a deposit account capturing items correcting items if applicable balancing the deposit and reviewing the deposit and captured items Ensure that your scanner is installed connected and turned on No
4. Content Connections Programs Advanced Select a Web content zone to specify its security settings amp O e Internet Local intranet Trusted sites Restricted sites Trusted sites This zone contains Web sites that you trust not to damage your computer or data Security level For this zone Custom Custom settings To change the settings click Custom Level To use the recommended settings click Default Level Custom Level Default Level 5 Select Trusted Sites 6 Click Sites 1 4 5 10 FIS Getting Started Client PC Installation 7 Inthe Trusted Sites window type the address of the domain Example https www provider name com Trusted sites You can add and remove Web sites From this zone All Web sites in this zone will use the zone s security settings Add this Web site to the zone Web sites Remove Require server verification https For all sites in this zone 8 Click Add 9 Click OK 10 In the Internet Options window click Custom level 11 In the Security Settings window under Miscellaneous enable access to data sources across domains Security Settings Settings 23 Font download Disable Enable Prompt Miscellaneous Access data sources across domains Disable Enable Prompt Allow META REFRESH Disable Enable Allow scripting of Internet Explorer Webbrowser contre lam mil lt i
5. and available hardware setup configurations Click the appropriate scanner driver installation link Click Save File Download Do you want to open or save this file Name ScannerDriver_UnisysMyVisionXROHS zip Type Compressed zipped Folder 13 6 MB From direct readiness imagedepositgateway com harm your computer If you do not trust the source do not open or Y While files from the Internet can be useful some files can potentially save this file What s the risk Select a download location for the scanner driver and click Save Navigate to and open the scanner driver folder Launch the Setup exe file and follow the instructions in the Installation Wizard to complete installation Note The Installation Wizard and procedures will vary by scanner Follow each step carefully especially when connecting power to the scanner and the scanner to the PC SendPoint Merchant Web Client User Manual 5 10 1 3 Client PC Installation Getting Started 7 Upon completion of the installation process click Finish Adding External Merchant Web Client s external web server needs to be added as a trusted Web Server as a Internet Web site Trusted Website Note Additional domains may need to be added Add External Web Server to Trusted Site List 1 Launch Internet Explorer 2 Select Tools 3 Select Internet Options 4 In the Internet Options window select the Security tab Internet Options General Security
6. Changing an Open Deposit Balance the Deposit You can balance the deposit by updating the deposit control total to match that of the combined item total or editing the amount of individual items as needed on the balance page gt lo ime meld ie do A il pd Donie e Po A am Ay f kt KU Chek a ET i Deposit Carl Toa Em gt ES l 4 a The calculated tote for the scanned items does not N equal the deposi amount entered Please review the depost control total and scanned items for errors i 1 Z tn IE A zombi ob mt rr RE RA AA te Update Deposit Control Total 1 In the Deposit Control Total field update the combined item total 2 Click Balance Deposit 3 Click Proceed Edit Individual Item Amount 1 Select the item you want from the captured items list CaptureSequence A j x saoonooaao al a x 580000000040 x 580000000060 x 58000000007 O Ur eps 2 Inthe Amount field update the item amount as appropriate 3 Click Save 4 Click Proceed SendPoint Merchant Web Client User Manual 5 10 3 11 Changing an Open Deposit 3 12 Working with Deposits 5 10 FIS Marking Items Before You Begin This section provides step by step instructions to print message text on the front of physical items using your scanner This message alerts deposit handlers that these items have already been electronically processed and helps prevent duplicate capture All items tha
7. Client Task 2 Capture 1 Load items into the scanner Items 2 On the Capture page click Start Scan The items start scanning Note If you have additional items load them into the scanner when the first batch is completed 3 In the Capture Items dialog click Close when all items have been scanned Capture ltems gt Ready to Scan Stop Scan Close Note If you want to stop the capture process click Stop Scan The current scan status is displayed in the dialog and then the dialog closes To resume capture you must click Start Scan again 4 On the Capture page review the items and click Proceed SendPoint Merchant Web Client User Manual 5 10 3 5 Creating a Deposit Task 3 Correct Items Task 4 Balance the Deposit 3 6 Working with Deposits Note If there are no exception items this task is skipped If there are no exception items and the calculated total matches the deposit total a virtual deposit ticket is created Do one of the following For items that can be corrected enter the appropriate information and click Accept To remove an exception item click Remove Item Amount Recognition Failed Enter Correct Amount 0 00 Image Quality Exceptions Signature Not Usable Payee Not Usable Rejected Item Exception Rem passed Accept Remove Item E NA RA a nk na pr MI nana AIN Note Any item that is removed can be recaptured lfthe recaptured item continues t
8. Client using your login information When all information is entered and verified the Deposits tab of Web Client is displayed and you can begin using Web Client SendPoint Merchant Web Client User Manual 5 10 1 7 Logging in to Web Client Getting Started Note If multi factor authorization is required by your service provider additional pages requiring additional information appear before you can access the application See the Multi Factor Authentication section in this manual for more information The image below is just a sample see O ams Za roe FO tee anca Please enter your user name and click Login User ID PM A la oa censite cil IA arg errado tn Register your PC if using Web Client for the first time 3 Under Create Deposits select a valid deposit account or enter the account number to filter the list Note If there are no deposit accounts listed contact your system administrator or service provider Create Deposit Qe er Account Select Deposit Account v Deposit Control Total 0 00 Proceed A O if rt a ho 4 Inthe Deposit Control Total field enter the expected total of the deposit 5 Ifnecessary complete any additional fields 6 Click Proceed 1 8 5 10 FIS Getting Started Logging in to Web Client 7 Ifa new scanner interface is available and your financial organization allows you to update it the Update Scanner Interface dialog appears for you to instal
9. Deposits History Report Deposit History View Deposit History HemCount Username CapturedDate DepositTotal Location A 2 uatl 2 9 2009 2 52 26 PM 0 01 5 uatl 2 6 2009 9 25 38 AM 1 055 00 2 uatl 2 6 2009 9 00 49 AM 100 00 2 uati 2 6 2009 8 57 22 AM 2 00 E 2 uatl 2 6 2009 8 46 52 AM 2 00 i 2 uatl 2 6 2009 8 34 03 AM 2 00 2 uati 2 3 2009 11 52 45 AM 2 00 3 uati 1 27 2009 3 33 26 PM 8 00 2 uatl 1 23 2009 3 56 20 PM 70 15 2 uati 1 23 2009 3 52 54 PM 11 11 2 uatl 1 23 2009 3 52 12 PM 100 15 2 uati 1 23 2009 3 35 26 PM 3 00 2 uatl 1 23 2009 3 19 11 PM 3 00 v Es n Mi Search Deposit History Items Item Type All v em gt nin en sz T myfi nore pto Pongetti O i Agi Is DJ Note Fields can vary by organization Deposit History You can display a selected item s deposit information by clicking the link Detail View found in the left most column of the item list Note The field that appears in this position is determined by the financial organization SendPoint Merchant Web Client User Manual 5 10 2 17 History 2 18 General Information The Deposit History Detail View contains the selected item s deposit information You can generate and view the Selected Item Detail Image Report Deposit Details Report or Deposit Image Reports by clicking the appropriate link You can also mark items for the deposit CINESE E peg TE LENA re etna PPE a gt Hal agem gt uatl Merchant Capture 951 237 Mercha Change Password Admi
10. Dt y GN NETA ON pi i i SendPoint Merchant Web Client User Manual 5 10 1 13 Multi Factor Authentication 1 14 Getting Started 7 Click Continue Setup x 2 i 2 4 2 1 gt 2 Ifyou want to register the PC select the appropriate option Pr ano a Lene Set Up Secure Aut STI RS hentication Step 3 of 3 Register your personal computer ve ask you to register personal computers that you commonly use to access Merchant Capture Computers are registered using a cookie A cookie is a small text file that we sawe on your hard drive to help us ensure that only authorized individuals can access Merchant Capture On a registered computer you are not asked to answer questions when you sign on making it faster to access Merchant Capture We don t recommend registering public computers or computers you use infrequently When you use these computers we will ask you additional questions before you sign on to protect your information Please select an option for this computer and click Continue setup E pa E E P s P ze Register this computer Check this option if you commonly use this 4 computer to access your financial information online Yve will save a cookie gt to this computer to identify it as a registered location for accessing your E financial information O Do not register this computer Check this option if you do not want to have this computer identified as a registered locati
11. lili E M Reset custom settings Resetto Low b 4 12 Click OK SendPoint Merchant Web Client User Manual 5 10 1 5 Client PC Installation Getting Started 1 6 5 10 FIS Before You Begin Logging in to Web Client Logging in to Web Client This section contains step by step instructions for logging in to Web Client If you are logging in for the first time additional steps are required to register your PC with your service provider Before completing these steps ensure that your scanner is installed connected and turned on For more information about creating managing and submitting deposits see the Working with Deposits chapter Note The steps and sample screens below do not include custom fields If your organization uses custom fields screens and required information can Vary Password Messages During the login process a password event might occur that prompts you to change your password Invalid user or password Non conforming password New account reset e Administrative password reset e Password expired e Password expires in X number of days If your password expires within a certain number of days you have the option to change it immediately or later Passwords must be at least seven characters and contain one non alphanumeric character Log into Web Client 1 Launch the deployment Web page provided by the financial organization 2 Log in to Web
12. user by clicking the Delete icon for the appropriate user Click OK in the dialog to delete the user User Administratior dit Unlock Ena SendPoint Merchant Web Client User Manual 5 10 2 9 Administration Resetting Duplicate Item History 2 10 General Information An administrator can reset duplicate item history by clicking the Reset Duplicate History button Reset Duplicate History A A 7 oo One of the following messages will appear Duplicates successfully reset Unable to reset duplicates 5 10 FIS Before You Begin Registering a Scanner Registration This tab allows you to register a scanner to the local workstation Also an administrator can update the registration settings Merchant Capture Change AO AAA Le ill e ne ci rr AAA PTA To register a scanner do the following 1 On the Registration page select a location Note Ensure the location is correct as it affects reporting and balancing 2 Select a scanner 3 Click Register Wen TAL z Lint eita he k Machine Description 4 Locations E Scanners a 1 5 x Apartment Complex 1 v Canon CR 180 v A AAA q A An Note The Machine Description field automatically populates and cannot be changed SendPoint Merchant Web Client User Manual 5 10 Registration General Information 2 12 5 10 FIS Deposits The Deposits tab allows the user to cr
13. viewing reports and allows you to navigate through the report zoom in and out search for text export refresh and print the report Reports Criteria q li Ji gt pl 195 v Find Next Selecta format veg A g Deposit Detail This report provides details of a selected deposit To view this report do the Report following 1 Select the Deposit Detail Report 2 On the Criteria tab enter a date 3 Select a deposit or enter the account number to filter the list 4 If your organization uses item level custom fields and you want to include them select the Include Custom Fields option 5 Select a report layout tab or window 6 Click View Report SendPoint Merchant Web Client User Manual 5 10 2 21 Reports Deposit Image Report Deposit Summary Report 2 22 General Information This report provides summary detail of a deposit and includes front and back images of each item Deposit Image Report Front Only This report contains the same information as the Deposit Image Report but only includes the front images of each item Deposit Image Report 1x3 This report contains the same information as the Deposit Image Report but only includes the front images of each item in the larger 1x3 format View a Deposit Image Report To view a deposit image report do the following 1 Select the deposit image report you want to view 2 On the Criteria tab enter a date 3 Select a deposit or enter the account numbe
14. 5 10 1 1 System Requirements Getting Started Scanner Windows Windows Windows Windows Windows Windows 2000 XP Vista Vista 7 32 bit 7 64 bit Service Service Service Service Pack4 32 Pack2or Pack1 32 Pack 1 64 bit 3 32 bit bit bit CTS LS100 v v v v v Digital Check TS 215 v v v v v v TS 220 v v v v v v TS 230 v v v v v v TS 240 v v v v v v TS 4120 v v v v v v CheXpress v v v v V v CX30 Epson TM S1000 v v v v v MagTek Excella v v v v v Excella STX v v v v v Panini MyVisionX v v v v v VisionX v v v v v UniSys MyVisionX V v v v V UEC7011 v v v v 5 10 FIS Scanner Driver Installation Client PC Installation This section contains step by step instructions for installing a scanner driver on your PC and how to add Merchant Web Client s external web server domain as a trusted Internet Web site You must have the appropriate scanner installation package provided by the financial organization and be an administrator on your PC to install a scanner driver Internet Explorer 6 7 or 8 is required to complete the following steps Installation procedures vary by scanner driver Therefore verify the steps for each scanner driver Install a Scanner Driver on your PC 1 Launch the Web page provided by the financial organization Note The deployment page will vary based on the individual merchants
15. Control Total 0 00 x za rm x 5 1 23 2009 Location Select Locatio Anna MAGARI lid o ha da MiA A crt 6 and IAA AO ARA AI a A thy 5 ABBAN nda o bo za moka JA ch cr srt SR prati cht mad GRA dami a he SendPoint Merchant Web Client User Manual 5 10 2 1 Overview General Information 5 10 FIS Change Password Before You Begin This tab allows you to update your password nati E pat aaa Pepe pp ETN Pen sanm o predor tant O a Chang e Password Administration Change Password i 4 Password i i New Password Confirm New Password 4 Change Password 4 a A T S dp oi ari dora in Changing Your To change your password do the following Password 1 On the Change Password page type your current password in the Password field 2 Inthe New Password field type your new password Note Passwords must be at least seven characters and contain one non alphanumeric character 3 In the Confirm New Password field re type your new password 4 Click Change Password SendPoint Merchant Web Client User Manual 5 10 2 3 Change Password General Information 5 10 FIS Administration Before You Begin This tab allows a user assigned the role of administrator or supervisor to perform the following functions e Create a new user only available to the administrator role e Edit user properties Set user access e Reset a user password e Delete an existing user only a
16. TT e gn re FO enim Set Up Secure Authentication e Step 1 of 3 Set up a picture and personal phrase i A picture has been selected for you Please create your personal phrase and click Continue setup Pe User ID Enter a personal phrase a Your personal phrase will be displayed next to your picture when you sign on or change your password It must be at least 1 character and cannot include more than 40 characters ACTI pr LO pe DN yO a NO BEML am Continue Setup Dt et rt rat gle Pinta P API paesi 5 Click Continue Setup Select four challenge questions and enter your answers tae n r Set Up Secure Authentication A pee A pen SAP ae Step 2 of 3 Set up confirmation questions Select your confirmation questions When you have provided answers for the questions click Continue setup These questions may be asked when you sign on to confirm that an authorized individual is trying to access financial information online hen asked you must correctly answer these questions to sign on Question Please select a question Y Answer Question Please select a question wj Answer Question Please select a question 4 Answer Question Please select a question vj Answer ContinueSetup Need to cancel Secure Authentication is vital in our efforts to prevent Ai IN LALA o BA co A sta UN ONO RO OTAN TALA NS
17. ears and you can begin using Web Client Internet Explorer Security Warning Do you want to install this software m Mame AfsDexice ROM cab Pubis Advanced Financial Solutions Inc ron gins whia Has From the Internet can be useful this fie type can poterkidiy harm our computer Only instal aftree from publishers you trust What s the risk 1 10 5 10 FIS Multi Factor Authentication Before You Begin Multi factor authentication MFA is an optional feature that can be enabled by the financial organization to help prevent unauthorized access to Web Client MFA requires users to set up a picture personal phrase and confirmation questions to be associated with their user ID and password Register Computer Registering a computer for MFA allows you to bypass the confirmation questions when you log in and is recommended if you commonly use the same computer to access Web Client If you are logging in to Web Client and the computer is not registered you must answer the confirmation questions before you can enter your password When you answer the confirmation questions you have the option to register the particular computer Forgotten Confirmation Answers and or Password Registered Computer If you forget your password you can click the Forgot Password link on the Sign on to Merchant Capture page You then have three attempts to answer all your confirmation questions correctly If you answer the que
18. eate a deposit and view open and recent deposits The page is divided into three sections Create a Deposit Allows a user to begin the deposit creation process My Open Deposits Lists open deposits that have not been finalized You can select a deposit to view You can also add new items My Recent Deposits Lists finalized deposits You can select a deposit to view Help Logout 4 Merchant Capture Sura Change Password Administration Registration Create Deposit My Open Deposits NA i No Open Deposits in History PURAN My Recent Deposits k llenCount Username CopturedDate Deposit Total 1 wi 12192007 3385 PM sm i w 182008 14821 PM sm 1 wi 182008 14712 Pu sm w 182008 14947 PM sm wo 10208 19135 Pm sm 1 wo 1273200721000 Pm Sim 2 wi 12462007 SM 100 1 ud y 100 i ud 12142007 10205844 sna t Ataf pren PIV ti ta vam nn A vo Note Column headers are determined by the financial organization SendPoint Merchant Web Client User Manual 5 10 2 13 Deposits General Information 2 14 5 10 FIS Approvals This tab is only available if your organization uses the Deposit Approval feature and is only displayed to users that have the approver role The Deposit Approval page lists pending deposits that an approver can view and subsequently approve or reject If a user has the approver and operator role the user cannot view their own pending deposits Change Password Deposit App
19. em into the scanner when the first batch is completed 5 In the Capture Items dialog click Close when all items have been scanned Capture ltems Ready to Scan Stop Scan Close Note If you want to stop the capture process click Stop Scan The current scan status is displayed in the dialog and then the dialog closes To resume capture you must click Start Scan again SendPoint Merchant Web Client User Manual 5 10 3 9 Changing an Open Deposit Working with Deposits Editing Items Editing an item involves correcting a selected item and then balancing the deposit a Correct Items 1 Click the Deposits tab 2 Inthe My Open Deposits section click the link of the deposit to which you want to add items The Capture Items page appears Gapomt Accourt Premary Ancar No Items No Image Available 3 Do one of the following e For items that can be corrected enter the appropriate information and click Accept To remove an exception item click Remove Item Amount Recognition F ailed Enter Correct Amount 0 00 Image Quality Exceptions Signature Not Usable Payee Not Usable Rejected Item Exception Item passed Accept Remove Item BRA na nk ei ceti sirena Note Any item that is removed can be recaptured Ifthe recaptured item continues to fail and you cannot accept it the item must be deposited by traditional means such as paper deposit 3 10 5 10 FIS Working with Deposits
20. he left of the various roles and accounts Note If your organization uses the Deposit Approval feature the role MerchantApprover will also be available 4 Click the Create User button The user is listed in the User Administration portion of the page Editing User An administrator or supervisor can modify an existing user s properties by Properties clicking the Edit icon The properties such as the user s e mail address and assigned roles and accounts appear below the User Administration portion of the page User Administration Enable Disable R M 2 8 5 10 FIS General Information Unlocking a User Setting User Access Resetting Passwords Deleting an Existing User Administration An administrator or supervisor can unlock a user A user becomes locked out after three failed login attempts To unlock a user click the padlock icon a nam Sit Unlock E An administrator or supervisor can determine whether a user can log in to the the application by clicking the Enable Disable box A check mark signifies that the user has access User Administratio Delete Edit Uni nable Disable YR x amp ee ee An administrator or supervisor can reset a user s password by clicking the Reset link You can then update and save the new password User Administration Delete Edit Unlock Enable Disable Reset Password U xX amp 0 Sar A A RA bniko An administrator can delete a
21. ion s item level custom fields appear in place of Additional Field1 and Additional Field2 Search Deposit History Items To search deposit tickets deposit items or both do the following 1 Inthe Item Type field select whether to search deposit tickets deposit items or all 2 Complete the remaining search criteria 3 Click Search Field Descriptions Field Item Type Description Type of item or items to search The options are All Deposit Ticket or Deposit Item checks Start End Date Date range to be searched User User who captured the item Amount Amount of the item Serial Serial number of the item Account Account number of the item Transit Routing SendPoint Merchant Web Client User Manual 5 10 Transit routing number of the item 2 19 History General Information Field Description Sequence Sequence number of the item Additional Field If applicable item level custom field established by your organization 2 20 5 10 FIS Reports This tab allows you to generate and view Web Client reports View Reports Q Deposit Detail Report O Deposit Image Repor O Deposit Image Repor Front Only Deposit Image Repor 1x3 D Deposit Summary Report O All Deposits Summary Report O Export Standard Data File gt Export Data File by Layout O Location Summary Report A SA Y Report Toolbar The report toolbar is available while
22. l the new interface or proceed with the current interface If there are no ActiveX control files on the PC Install New is the only available option Note You must be an administrator on the PC to update the scanner interface Update Scanner Interface An updated scanner interface is available An administrator is required for installation Install New Proceed With Current 8 Inthe ActiveX Install Security Warning window click Install Internet Explorer Security Warning Do you want to install this software Name CapiureCortrolJticy cao Publisher i 3 More ap ors i Qontinsal While Files from the Internet can be useful this fie type can pocentialy harm your computer Only install software from publishers you trust Whats the risk 9 On the Client Registration page do the following e Select a location Selecta scanner SendPoint Merchant Web Client User Manual 5 10 1 9 Logging in to Web Client Getting Started e Click Register Chi i TT net qe Sermo g ETT RA TE ip San peek tone pepe i a 5 Machine Description a Locations Apartment Complex 1 v Scanners Canon CR 180 Si i j gt 1 SU A A Stine SP Note The Machine Description field automatically populates and cannot be changed 10 In the ActiveX Install Security Warning window click Install This allows communication with the previously installed hardware device drivers The Capture page then app
23. lculate the deposit total Task 2 Capture Items Load items into the scanner Scan the items Task 3 Correct Items Correct any exception items and accept or remove the item Note If there are no exception items this task is skipped Ifthere are no exception items and the calculated total matches the deposit total a virtual deposit ticket is created Task 4 Balance the Deposit Balance the deposit Task 5 Review the Deposit Review the deposit If necessary edit the deposit account and or deposit level fields and save any changes Task 6 Finish the Deposit Submit the deposit for approval if applicable Finish the deposit Deposit Approval Process The process to finish the deposit Task 6 is affected by whether your organization uses the Deposit Approval feature Finish Deposit without Deposit Approval Feature If your organization does not use the Deposit Approval feature you can finish the deposit and send it to the financial organization Finish Deposit with Deposit Approval Feature If your organization uses the Deposit Approval feature you must submit the deposit for approval The deposit then appears in the My Open Deposits section of the Deposits page with a status of pending until an approver approves or rejects the deposit Pending deposits cannot be edited Note If you have the operator and depositor user roles the deposit does not need approval and you ca
24. n finish the deposit If the approver rejects the deposit the deposit remains in My Open Deposits with a rejected status You then must open the deposit read the approver s comments and make the necessary corrections by repeating tasks 2 through 6 SendPoint Merchant Web Client User Manual 5 10 3 3 Creating a Deposit Working with Deposits as necessary until the deposit is approved You can include comments when submitting the deposit for reapproval Task 1 Complete 1 In the Create Deposit section of the page select a valid deposit account or Deposit Information enter the account number to filter the list Create Deposit eee Account Select Deposit Account Deposit Control Total 0 00 2 Inthe Deposit Control Total field enter the expected total for the deposit rc sin cos ANTI 5 GaP 3 Ifnecessary complete any remaining fields 4 Click Proceed 5 Ifanew scanner interface is available and your financial organization allows you to update it the Update Scanner Interface dialog appears for you to install the new interface or proceed with the current interface Update Scanner Interface An updated scanner interface is available An administrator is required for installation Install New Proceed With Current Note If you do not have the rights to install a new interface you will only be able to proceed with the current interface 3 4 5 10 FIS Using Sendpoint Merchant Web
25. nistration Registration Deposits H Reports Deposit History Items 1 of2 CaptureSequence Amount AmountType Account Serial TranCodi en 59000000001 0 01 Credil 55566698 1234 6 Mandaci Cope Depor Laat 59000000010 001 Debit 2443954 Account Number 55566698 Date 2009 02 09 14 52 54 Amount 0 01 gi i gt flip zoomin zoomout reset gt Mark tems Back to History Selected Item Image Report Deposit Information 0 je eposit Tracking NJA Account Mame Check Items Total 16698 0 01 of Debits Difference O 0 00 Date Deposit Total E 2 9 2009 2 52 26 PM 0 01 Location 2 El Deposit Details Report Deposit Image Report Deposit Image Report Front Only Deposit Image Report 1x3 O A AR EN anA pa O tai 5 10 FIS General Information History Search Deposit The History tab allows you to search for specific items across deposits History Items according to criteria you specify A Item Type All Start Date EndDate Amount O O PA DO NED TZ eg T T ete z mt a gt N Additional Field Additional Fisla2 x amp I lt I lt Trargit Routing x Sequence M IN AAA A a ip NJ AD im pp y D Cc q D a 2 a K Search i 2 NA na in za Mamb AA an teli rt may Radh ka A z mna en Re BRE eb mm nlite RIBA Aa AN o a A a nena Note If applicable your organizat
26. o fail and you cannot accept it the item must be deposited by traditional means such as paper deposit Y ou can balance the deposit by updating the deposit control total to match that of the combined item total or editing the amount of individual items as needed on the Balance page odo fp ne en e a PD Sn te me a D Pe A os DD A pa ts AAA a a Amour PNE yom mI o pp ln tue o DS am 0d mad PP Depesit ET Checks DE Balance Depost The calculated total for the scanned items does nat equal the deposit amount entered Please review the depost control total and scanned ems for errors 5 10 FIS Using Sendpoint Merchant Web Client Update Deposit Control Total 1 In the Deposit Control Total field update the combined item total 2 Click Balance Deposit 3 Click Proceed Edit Individual Item Amount 1 Select the item you want from the captured items list CaptureSequence A si x 580000000020 x 580000000040 x 580000000060 x 58000000007 a 3A 2 Inthe Amount field update the item amount as appropriate 3 Click Save 4 Click Proceed Task 5 Review the Review the deposit and if necessary update account or deposit level fields Deposit 1 On the Review page click the Edit link a Ni TT S E vai EL A TITTI ane Deposit Ready For Processing Capture Processed 2 17 2009 12 04 05 AM Deposit Tracking 674 785 774 Deposit Hems _ 1 Checks T
27. on for accessing your 3 financial information Instead additional questions will be asked when you 2 sign on to protect your personal information 3 Continue Setup i Need to cancel Secure Authentication is vital in our efforts to prevent 1 sl cat abit o AOS lio orinar oN VO Laser ios all em 9 Click Continue Setup 10 Review the information and make any necessary changes 11 Click Submit 5 10 FIS General Information PA 5 10 FIS Overview The first page of Web Client includes up to seven tabs depending on your assigned roles The following is a list of the tabs that can appear e Change Password e Administration must have administrator or supervisor role e Registration must have supervisor role e Deposits Approvals must be using the Deposit Approval feature and have the approver role e History Reports The tab that initially appears on the page can vary however for users assigned the depositor role the Deposits tab first appears on the page Regardless of the displayed tab the top right of the page contains a Help link to the online user guide and a Logout link to exit Web Client The user name and merchant name are also displayed MA A NO RUTA DT NT OO IN OO a FATE Merchant Capture Change Password Administration Registration Create Deposit Q My Open Deposits Account Select Deposit Account v ltemCount Username CapturedProcessi x 2 216 2009 1 Deposit
28. otal 21 871 24 Account idea ER AN ant im 2 Update the fields as appropriate 3 Click Save A prompt to create a new virtual deposit slip appears 4 Click Yes SendPoint Merchant Web Client User Manual 5 10 3 7 Creating a Deposit Working with Deposits 5 If necessary re balance and redistribute the deposit 6 Click Proceed Task 6 Finish the 1 On the Review page click Finish Deposit or Submit Deposit as Deposit appropriate 2 If your organization uses the Deposit Approval feature and the deposit is rejected read the approver s comments and repeat tasks 2 through 5 as needed until the deposit is approved For information about approving deposits see the Approvals section of this manual 3 8 5 10 FIS Changing an Open Deposit Before You Begin This section provides step by step instructions for changing a deposit You can add items to or modify existing items in an open or rejected deposit Ensure that your scanner is installed connected and turned on Adding Items To add items to open or rejected deposits do the following 1 Click the Deposits tab 2 In the My Open Deposits section click the link of the deposit to which you want to add items The Capture Items page appears Depot Accourt Primary Macauni i No Image Available 3 Load items into the scanner 4 On the Capture page click Start Scan The items start scanning Note If you have additional items load th
29. r to filter the list 4 Select a report layout tab or window 5 Click View Report This report provides a detailed summary of an individual deposit To view this report do the following 1 Select Deposit Summary Report 2 On the Criteria tab select the appropriate deposit account or enter the account number to filter the list 3 Select a location 4 Entera start and end date 5 If your organization uses deposit level custom fields and you want to include them select the Include Custom Fields option 6 Select a report layout tab or window 7 Click View Report 5 10 FIS General Information Reports AII Deposits This report provides a detailed summary of all deposits captured on a given Summary Report date or date range To view this report do the following 1 Select All Deposit Summary Report 2 Onthe Criteria tab select a location 3 Entera start and end date 4 If your organization uses deposit level custom fields and you want to include them select the Include Custom Fields option 5 Select a report layout tab or window 6 Click View Report Export Standard This feature allows deposit data to be exported into a comma separated values Data File CSV format To export a data file do the following 1 Select Export Standard Data File 2 On the Criteria tab select an account or enter the account number to filter the list 3 Select a location 4 Entera start and end date 5 Click Export File
30. rivileges Register client Modify users reset password unlock enable disable and change e mail address Reviewer View reports all users View history all users Run and view queries all users Approver View pending deposits all users Approve and reject deposits users assigned only the operator role Depositor Transmit and finish deposits own deposits only View reports own deposits only View history own deposits only Run and view queries own deposits only Mark items Operator Create capture correct and balance deposits own deposits only View open deposits own deposits only Submit deposits for approval own deposits only Note Privileges granted to all roles except the reviewer role are limited to the deposit accounts assigned to that user SendPoint Merchant Web Client User Manual 5 10 2 7 Administration General Information Creating a New User To create a new user do the following 1 Click the Create User link 1 Enter user data 2 Select Role s 3 Assign Deposit Account s User Name Roles Accounts Password Cl MerchantSupensor Primary Account Confirm Passwonk C MerchantDepositor D Account 2 eri El MerchantRaviawer C Account 3 UMerchan Operator Create User 2 Complete the User Name Password Confirm Password and E mail fields 3 Assign the necessary roles and accounts by checking the boxes to t
31. roval Administration Regis ts Approvals History View Pending Deposits SourceLocation ItemCount CapluradProcessingDale DepositTotal DepositDescriplion Bonneville 211712009 12 04 05 AM 0 03 874705774 o tn Pri AM ata Approving a Deposit To view and approve a deposit do the following 1 On the Deposit Approval page click the deposit you want to view The Deposit Approval Detail View page appears Change Password Deposit Approval Detail View Deposit Approval Itares Sequence Amount AnalyasStetua coo 149000000090 tim Deposit Ticket lip zamin zoom cut rese Deposit Information 0 Depost Trading Account Name Check tame Total a 003 4 ol Debits Durance 1 ooo Du Deposit Total 2 Examine the deposit and image information and approve or reject the deposit by clicking the appropriate button SendPoint Merchant Web Client User Manual 5 10 2 15 Approvals General Information 3 Ifyou reject the deposit enter comments explaining why the deposit was rejected and click OK The deposit and comments will be sent back to the operator for resubmission 2 16 5 10 FIS History This tab allows you to view the deposit history and search deposited items Only deposits made to accounts and locations that you are able to view are listed er RR PO A y A e zne A Merchant Capture Change Password Administration Registration
32. rt Merchant Web Client System requirements include client hardware and supported operating system and scanner compatibilities Before using Merchant Web Client you must acquire valid login credentials user name and password from the financial organization Hardware The following is the recommended hardware configuration Configuration gt 9 e Pentium 4 2 0 GHz processor or Core 2 Duo 1 86 GHz processor 512 MB RAM 40 GB hard drive e Network card e Broadband Internet access USB 2 0 port or SCSI adapter depending on specific scanner requirements e Screen resolution 800 x 600 1024 x 768 recommended A check scanner connected to your computer For optimal performance especially with scanner drivers faster than 30 dpm additional RAM is recommended Computers with dual core processors can also improve performance Supported Scanners The table below lists supported scanners and operating system and Operating compatibilities accurate as of the publication date of this document Web Systems Client supports Internet Explorer 6 7 and 8 for all the scanner and operating system configurations below Scanner Windows Windows Windows Windows Windows Windows 2000 XP Vista Vista 7 32 bit 7 64 bit Service Service Service Service Pack4 32 Pack2or Pack1 32 Pack1 64 bit 3 32 bit bit bit Canon CR 25 v v v v CR 55 v v v V SendPoint Merchant Web Client User Manual
33. stions correctly you will be prompted to create a new password If you are not able to answer your confirmation questions your account will be locked after three failed attempts You then must contact the system administrator to unlock your account and then re enroll in MFA Unregistered Computer On an unregistered computer you must answer your confirmation questions prior to entering your password Once you answer your confirmation questions you can click the Forgot Password link to create a new password If you are not able to answer your confirmation questions your account will be locked after three failed attempts You then must contact the system administrator to unlock your account and then re enroll in MFA SendPoint Merchant Web Client User Manual 5 10 1 11 Multi Factor Authentication Enrolling in MFA 1 NM IMA Ae alia VA II AA nf vet VM a pied ap N wy Getting Started On the oe page click the ae link q vo s sere VOLE TO mamae tm DD segni Care to enroll If you haven t yet enrolled you can enroll in Multi Factor Authentication today A nun On the Set up Secure Authentication page click Deen Setup Da ees en O ud RAMO iy Sea O ee sy vene Set Up Se ure Authentication Secure Authentication is a service to help protect you from fraudulent online activity It provides you with visual cues when you sign on so you know that you are on our website and it is safe to en
34. t duplicate item history if allowed by the financial organization The administrator role does not give that user the subsequent privileges of the other user roles For full access the user must be assigned all available user roles User Roles Available user roles and associated privileges vary depending on whether the organization providing Web Client uses the Deposit Approval feature User Roles without Deposit Approval Feature The table below lists available user roles and associated privileges for organizations that do not use the Deposit Approval feature Role Privileges Supervisor Register client Modify users reset password unlock enable disable and change e mail address Reviewer View reports all users View history all users Run and view queries all users Depositor Create capture correct and balance deposits Transmit and finish deposits View reports own deposits only View history own deposits only Run and view queries own deposits only Mark items Operator Not applicable same as depositor Note Privileges granted to all roles except the reviewer role are limited to the deposit accounts assigned to that user 5 10 FIS General Information Administration User Roles with Deposit Approval Feature The table below lists available user roles and associated privileges for organizations that use the Deposit Approval feature Role Supervisor P
35. t have been marked using Mark Items should be either temporarily stored or destroyed based on the instructions of the financial organization supplying Web Client Ensure that your scanner is installed connected and turned on Marking Items To mark items do the following 1 2 Select the Deposits tab or the History tab On the My Recent Deposits or View Deposit History page select the link of the deposit containing the items you want to mark On the Deposit History Detail View page click Mark Items Place all the items in the scanner backwards so the front of each item can be endorsed by the rear ink jet On the Mark Items page click Start ee Sta age ANA rt a ba TTT When all items have been scanned click Finish SendPoint Merchant Web Client User Manual 5 10 3 13 Marking Items Working with Deposits 3 14 5 10 FIS
36. te The steps and sample screens below do not include custom fields If your organization uses custom fields screens and required information may vary Scanner Interface If your organization allows new scanner interfaces to be installed and one is available you have the option to install the new interface or proceed with the current interface prior to capturing items To install the new interface you must have administrative rights on the PC Consult your organization s IT department for specific guidelines and whether you should install a new interface when prompted Exception Items If any exceptions exist in the deposit then the Correct Items page appears This page allows items with the following conditions to be repaired Items with image quality errors e Items missing an assigned amount e Items considered as a reject e Duplicate captured items e Items requiring additional data entry Items having critical errors such as reject item exceptions cannot be overridden and must be removed from the deposit The table below describes common item exceptions Analysis Field Type Description Image Quality Exceptions Image quality and usability errors are associated with the item such as a payor name or memo not being usable You must be assigned the role of administrator to accept an image with quality and usability errors SendPoint Merchant Web Client User Manual 5 10 3 1 Creating a Deposit Analysis Field Type
37. ter information Secure Authentication also helps us ensure that only authorized individuals can access financial information online Setup is easy You simply e Set up a picture and personal phrase These visual cues are displayed when you sign on and are your assurance that it is safe to enter information e Set up confirmation questions These questions may be asked during the signon process to confirm that an authorized individual can access financial information online e Register your personal computer optional We ask that you register computers you commonly use to access your financial information online This authorization helps us ensure that only recognized locations are accessing your information online mito Ant on bb odo A n nn ljo Ro ze ERA 3 Select a category and picture as part of sol login information a ge wore pe na nee OD ee to oo A Set Up Secure Authentication s MAA wey 3 Here s a list of pictures Click a picture to select it and return to the setup E PEA EE pr AL SL APA pu t process Category Abstract sa Need to cancel Secure Authentication is vital in our efforts to prevent fraudulent activity If you cancel you ll lose the information you set up and will need to start this process again om mp EEE mb m ten A rr vete 5 110 FIS Getting Started Multi Factor Authentication 4 Enter a user ID and personal phrase ne AA
38. vailable to the administrator role Reset duplicate item history only available to the administrator role ITA A dune n FSE O saem ee din tri qu mb a oe 5 pr Cta Vga Posta Kaministration Regiimantonne Administration R Du y 0 Reset Duplicate History User Administration Delete Edit Unlock Enable Disable Reset Password User Name Last Password Changed Date Provider Name Is Onli x amp m rese 12 12 2007 114332AM WebSecvceMembershioProider True lt Cenie User 1 Enter user data 2 Select Role s 3 Assign Deposit Account s User Name Roles Accounts Password D MerchantSupeensor D0002 rad C MerchantDepostor C MerchantReviewer E mai CO MerchantOperator weer ab a MIR treno ninja JE ni PEDIU f ceda a Note The default columns for User Administration are Delete Edit Unlock Enable Disable and Reset Password All other columns are configured by the organization providing Web Client Administrator Role The user initially created by the organization providing Web Client is assigned the administrator role Only the organization providing Web Client can assign the administrator role SendPoint Merchant Web Client User Manual 5 10 2 5 Administration 2 6 General Information The administrator role allows the user to perform the following functions under the same merchant Create and delete users and assign roles Modify users reset password unlock enable disable and change e mail address e Rese
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