Reviewing verification responses is as simple as navigating to the list view in Salesforce.
Entering transactions for verification can easily be done manually in Salesforce by typing in the client’s name, address, transaction amount, routing and account numbers. Within seconds of submission, verification results can be viewed.
Clients with a desktop scanner configured for Docusplit can scan several pages with just 2 clicks: selecting the Docusplit tool and then pressing Scan.
Clients can import documents from Salesforce objects/records by selecting Upload from SF and selecting the type of object and the record name.
By selecting Upload from PC, clients can import documents from their local device by browsing for the file or using the drag and drop option.
Once a document is scanned or imported to Docusplit, users can easily highlight and annotate pages.
Users can select which pages to save to specific records and utilize customized file naming conventions based on different document types.
As Nonprofit clients scan checks into Salesforce, they will see the check grid automatically allocate checks to existing Households in Salesforce. Users can also quickly allocate checks to records including campaigns, check allocation amount, funds, solicitations, and more.
Clients using native accounting solutions in Salesforce can scan checks and allocate them to new or existing records as well as automating cash receipts and billing cash receipts.
Clients using native accounting solutions in Salesforce can scan checks and allocate them to new or existing records as well as automating cash receipts and billing cash receipts.