By using the Payology Check Scanning SDK, developers can enable 2-D barcode extraction. This feature automatically locates barcodes within checks, remittance advices, or donor forms, performs an analysis of the barcode type, and provides the type and the extracted barcode data within a JSON response.

Accounts Receivable Automation is a feature of the Payology Check Scanning for Salesforce and ACH Connect solutions that streamlines the acceptance, scanning, recording of ACH/PAD/check transactions, and generation of cash receipts, all of which happens in an automated fashion.

Barcode extraction is the ability to automatically recognize and extract barcode data from a deposit slip, donor form, or letter-sized page. Specifically, Payology Check Scanning users utilizing this feature attempt to extract mail package IDs, invoices numbers, and/or constituent/contact information from a barcode and match it to data points in Salesforce or other cloud-based environments.

Cash Receipts are records of cash, checks, or electronic transaction transmissions received. Specifically, when using the Payology Check Scanning or ACH Connect apps for Salesforce in conjunction with Accounting Seed, cash receipts are created automatically upon check scanning.

A cashier's check is a check guaranteed by a bank and drawn on the bank's funds. Cashier's checks are treated as guaranteed funds because the bank is responsible for paying the amount. Cashier's checks can be scanned using Payology Check Scanning and transmitted and debited using the Payment Gateway.

A certified check is a personal check written by an account holder, drawn on the holder’s account, and guaranteed by the bank. Money Orders and Cashier's Checks are types of Certified Checks which can be scanned and transmitted to a financial institution using Payology solutions.

The Check Clearing for the 21st Century Act (Check 21 Act) is a United States federal law that was enacted on October 28, 2003, by the 108th U.S. Congress. The law allows the recipient of a physical paper check to create a digital version of the original check. Check 21 eliminated the need for further handling of the physical document.

Also known as remote deposit capture (RDC), companies scan physical check items and transmit them to their financial institution for deposit.

A deposit slip is a form that is typically used to deposit funds into a bank account. A deposit slip includes the date, the name of the depositor, the account number, and the value of checks being deposited.

Donor forms are donation requests sent by mail or electronically in PDF format. These forms which include constituent contact information, donation amount, gift designation, and the mail package ID can be scanned and transmitted using Payology Check Scanning.

For IRA Custodians, fund allocation is the ability to allocate a check amount to an asset, split-asset, contribution, rollover, or transfer.

The Gift Designation functionality allows Payology Check Scanning users to allocate a donation amount (funds) to a one-time gift, sponsorship, event, pledge, etc. Depending on the platform utilized, other designation options may be available.

Payology Check Scanning for Salesforce is custom-tailored for self-directed IRA custodians. This solution allows users to scan checks, match payees to financial accounts, allocate funds to rollovers, split-assets, transfers, contributions, and assets.

The MICR line, a row of data which includes account number, routing number, check number, and at times, amount, found on the bottom of a check is captured, extracted, and transmitted in a JSON response to the client upon API submission.

Organizations that operate for a public or social benefit that return their profits into their causes. Using Payology Check Scanning for Salesforce custom-tailored for Nonprofit Organizations allows users to scan checks and donor forms, match payees to constituents, allocate funds to one-time gifts, sponsorships, events, or pledges, and capture the mail package ID.

OCR is the recognition of printed or written text characters by a computer. Specifically, the technology is used to capture and extract payee data, MICR data, and amount information.

Upon check scanning, the JSON response returned includes the payee’s name and address. This information, along with routing and account numbers can be utilized to match check payees to contacts within the client CRM platform, further streamlining the accounts receivables process.

Property management is the operation and oversight of real estate property. Payology Check Scanning for Salesforce is custom-tailored for property managers. This solution allows users to scan checks and remittance advice, match payees to residents, allocate funds to open invoices or credit memos and create cash receipts automatically.

Remittance Advice, a type of deposit slip, commonly contains legible contact IDs, invoice IDs, and/or Financial Account IDs. The IDs can be found in MICR or barcode format, and are captured and extracted with a corresponding check item upon scanning. is a cloud computing and social enterprise platform-as-a-service CRM solution.

Usability Testing protocols search each physical check scanned for signature, endorsement, legal amount, courtesy amount, and more. When using the Payology Check Scanning SDK, all usability test results are provided upon scanning within a JSON response. Integrity, pay to the order of name, payee name, are additional tests that may be utilized.

Virtual Endorsements are several lines of data embossed digitally on the rear of a scanned check image. The data typically includes company name, bank routing number, and bank account number. Specifically, with the Payology Check Scanning and Mobile Check Capture solutions, these endorsements can be customized by clients.

Payology Check Scanning for Salesforce is custom-tailored for wholesalers and retailers. This solution allows users to scan checks and remittance advice, match payees to contacts, allocate funds to open invoices or credit memos, and create cash receipts automatically.

X9.37 is a file format that contains check images, deposit ticket images, and corresponding debit and deposit data. This file is utilized to transfer physical check images (Check 21) from one institution to another.