Scan Payments in Accounts Receivable

Question

How do I use my Canon scanner to scan payments in Accounts Receivable?

Answer

Configure ShelbyNext | Financials to use the scanner and then you can use it to enter payments.

Configure Shelby Financials

Follow these steps to configure Accounts Receivable to use your Canon scanner:

Note: Before beginning these steps, make sure you load the appropriate Ranger driver for your scanner.

1. Log in to ShelbyNext | Financials and go to Accounts Receivable.
2. Click on Modify and then Preferences.
3. Select the option to Use Cross Check.

   

4. Hover over the Information icon and click the link to download the Shelby.Client.exe file.

   

5. Run the Shelby.Client.exe file.
6. Put a check in your scanner and click the Scan CrossCheck button. The check will pull through the scanner and results will display.

   

7. Click the Update button to save your changes.

Enter Payments

1. Log in to ShelbyNext | Financials and go to Accounts Receivable.
2. Enter a new payment by clicking on Enter and then Payment or by clicking Manage, Payment Processing, then Add New Payment.
3. Accounts Receivable will pull the item through the scanner automatically. If an association already exists between the MICR/Account information on the check and someone in the database the name(s) will be displayed on the Person Search screen. If there is not an existing MICR/Account association then you can search for the appropriate name.
4. Click on the name you wish to use for this payment and then the Select button.
5. Enter the Check Date and Check Amount and associate the payment to the correct invoice(s) in the grid.
6. Click the Apply button to scan another payment. Click the Update button if you are done entering payments.

Save your payments as you normally would. Any new MICR/Account associations that you entered will be saved onto the individual records.