Payology Check Scanning for Salesforce is a native check scanning solution that allows Salesforce users to scan checks directly from within their Salesforce environment. Users can match payees against Salesforce contacts/accounts, allocate funds to gift designations, open invoices, or financial accounts, and transmit checks to a financial institution automatically.
Payology Check Scanning for Salesforce allows users to scan remittance advice or donor forms with corresponding physical check items. Upon scanning, extracted data is utilized to match payees to contacts and accounts, open invoices, and track mail package IDs, further streamlining the Accounts Receivable process.
Payology Check Scanning is the only solution that supports Remittance Advice Grouping. Clients using this feature can scan multiple checks that correspond to one remittance item, multiple remittance items which correspond to one check, or multiple checks which correspond to multiple remittance items.
Upon scanning of checks or remittance advice/donor forms, Payology Check Scanning utilizes extracted data such as payee name, routing and bank account numbers, or contact IDs and Account IDs to match check payees to Salesforce contacts or constituents.
Payology Check Scanning for Salesforce users can allocate check funds to open invoices, gift designations, assets, split-assets, contributions, rollovers, and transfers depending on the client’s industry type and the version of Payology Check Scanning for Salesforce utilized. Payology Check Scanning for Salesforce has open extensions custom-tailored for Property Managers, Retailers, Wholesalers, Nonprofit Organizations, and IRA Custodians.
Nonprofit Organizations using Payology Check Scanning for Salesforce can extract, capture, and track mail package IDs found on donor forms and mailers.
Clients can create custom validation rules including but not limited to ensuring check duplication does not occur, allocation amounts are equal to the check amount, and other account or transactional rules that must be enacted.
Payology Check Scanning for Salesforce users will benefit from the automatic creation of cash receipts, specifically when using accounting solutions such as Accounting Seed upon transmission of a check scanning batch.
The Payology Check Scanning for Salesforce solution allows clients to scan remittance advice and/or donor forms, and automatically capture and extract barcode and OCR scanline data found within the forms.
Clients utilizing Payology Check Scanning for Salesforce can elect to transmit each check scanned to their financial institution. By using the Check21.com Payment Gateway, transactions are sent directly to the client’s financial institution for deposit, thus bypassing any middlemen, third-party processors, or aggregators.