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  • 1.  In-house scanning/depositing of checks and documents?

    Posted 08-07-2023 06:07 PM

    Hi everyone,

    I didn't see this posted anywhere, so my apologies if it's out there somewhere!

    Is anyone currently managing check deposits in-house with check scanners, rather than outsourcing to a lockbox or caging service?   If so, have you found a technical solution that allows you to scan the checks and the supporting documentation together?   

    We're currently using a Digital Check TS240 TellerScan device to deposit checks to our bank.   We then take those same checks and the supporting documents and run them through an ADF document scanner with OCR functionality to help initiate the data entry and build the PDF file that serves as the gift transaction's backup for review/retention.

    We'd love to perform just one scanning "session" that can accomplish both purposes.  My research is hitting dead ends.   I'd love to know what solutions others have found!

    Matt



    ------------------------------
    Matt Weaver
    Gift Services
    University of California, Berkeley
    mdweaver@BERKELEY.EDU
    ------------------------------


  • 2.  RE: In-house scanning/depositing of checks and documents?

    Posted 08-08-2023 09:11 AM

    This would be fabulous, I am very interested in this as well. Currently we send checks collected inhouse to our lockbox because of this issue of having to scan the checks for deposit and having to do another procedure to get the collateral and check images in a PDF.

     

    Karry Morton | Director, Gift Services
    Children's Hospital Colorado Foundation
    13123 East 16th Avenue, Box 045 | Aurora, CO 80045
    Phone: 720-777-1742 | Cell: 720-323-3305


    SupportChildrensColorado.org | Facebook | Instagram | Twitter | LinkedIn

     

     

    For every child who needs us. From fixing broken bones to treating pediatric cancer, your generosity helps us serve Children's Hospital Colorado patients and families who depend on us every day. Donate today.

     

    If you would like to opt-out of communications from Children's Colorado Foundation, please email info@childrenscoloradofoundation.org or call 720-777-1700.

     

    CONFIDENTIALITY NOTICE: The information contained in this message is legally privileged and confidential information intended only for the use of the individual or entity named above. Any release, dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify the author immediately by replying to this message and delete the original message. Thank you.

     




    Original Message


  • 3.  RE: In-house scanning/depositing of checks and documents?

    Posted 08-08-2023 10:25 AM
    Digital Check has a product called SmartSource Adaptive, https://www.digitalcheck.com/full-page-check-scanner-adaptive/ which accepts full pages (up to legal) and checks in mixed batches: https://www.digitalcheck.com/full-page-check-scanner-adaptive/

    This is the only device I know of that isn't a giant machine and that can really be used effectively for the use-case of checks with attachments . Anyone out there using anything else?


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:





    Original Message


  • 4.  RE: In-house scanning/depositing of checks and documents?

    Posted 08-08-2023 10:55 AM

    Just watched the demo, looks amazing. What are your complaints about it?

     

    Karry Morton | Director, Gift Services
    Children's Hospital Colorado Foundation
    13123 East 16th Avenue, Box 045 | Aurora, CO 80045
    Phone: 720-777-1742 | Cell: 720-323-3305


    SupportChildrensColorado.org | Facebook | Instagram | Twitter | LinkedIn

     

     

    For every child who needs us. From fixing broken bones to treating pediatric cancer, your generosity helps us serve Children's Hospital Colorado patients and families who depend on us every day. Donate today.

     

    If you would like to opt-out of communications from Children's Colorado Foundation, please email info@childrenscoloradofoundation.org or call 720-777-1700.

     

    CONFIDENTIALITY NOTICE: The information contained in this message is legally privileged and confidential information intended only for the use of the individual or entity named above. Any release, dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify the author immediately by replying to this message and delete the original message. Thank you.

     




    Original Message


  • 5.  RE: In-house scanning/depositing of checks and documents?

    Posted 08-08-2023 11:01 AM
    I have no complaints, I'm saying it's the only device I know that is small and does all of this.

    There may be some devices out there that don't use a MICR reader to magnetically read the check anymore, and instead are doing RDC the way our phones do it. That might be the better way to go, and I'm curious to learn from others on this.


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:





    Original Message


  • 6.  RE: In-house scanning/depositing of checks and documents?

    Posted 08-08-2023 10:37 AM
    Hi Matt,

    We have scanners that can do both the deposit and OCR for file creation.  https://www.aq2tech.com/aqurit-7/

    I will say that we still use a lockbox for all of our annual fund mailings and are not planning on replacing that service.  (I cringe at the thought of bringing all of that physical mail back into our office).

    I'll also mention that the AQ2 scanners are relatively new to us, so I can't comment too much on the process and how they are working - but thought it would be helpful for you to know that they do exist.

    I'm happy to chat more offline if you'd like.

    Jen

    Jennifer Schillaci | Director of Gift Administration 

    Strategic Information, Events, and Stewardship | The University of Chicago 

    5235 South Harper Court, Chicago, IL 60615 

    Suite: 431 | 773-834-7568 | jschillaci@uchicago.edu 

      

    This message and its contents are confidential.  If you received this message in error, do not use or rely upon it.  Instead, please inform the sender and then delete it.  Thank you. 





    Original Message


  • 7.  RE: In-house scanning/depositing of checks and documents?

    Posted 08-08-2023 10:51 AM

    Thanks to everyone who has replied so far, here or privately!  Two things I should also clarify:

    1. While I'm aware of "remote lockbox" services that allow one to scan checks/docs to the bank for them to deposit and perform data entry, I've not been happy with our particular bank's standard lockbox service so far.  And changing banks is not a simple task here.   So I'm exploring bringing the entire check-processing operation in-house.
    2. Per #1, I'm also open to giant machines that can essentially act as a "Coinstar" for documents. :)

    Thanks again!



    ------------------------------
    Matt Weaver
    University of California, Berkeley
    mdweaver@BERKELEY.EDU
    ------------------------------

    Original Message


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