Indexing Checks
Learn the best practices for scanning, indexing, and managing your checks without sending them to OCR. Discover tips for organizing your financial documents effectively.
By Rose Gomez
In this guide, we'll learn how to process scanned checks efficiently by splitting them and directing them to your inbox without using OCR. The process involves deleting unnecessary back pages and indexing the checks by setting default values for bank accounts and entering check numbers. This ensures that the information is accurately filled in and organized for easy access.
Let's get started
After scanning your checks and adding them to the queue, you can index them.
1
To Index Checks, first split them and delete the back image
Split them as you do with invoices, but ensure they don't go to OCR.
2
Click on "Splitter"
3
Click on "Assign to Que" dropdown
4
Assign to Que dropdown
You want them to go to your Que.
5
Click on the first check
Delete the back pages. The indexer bank account is 1,000. Click Set Default, then enter your check number.
6
Type " "
7
Click on "Split"
8
Now, locate the checks you just split. Click on "APFlow"
9
Click on "Invoice Entry"
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Click on "Batch" to find the checks
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Click on "34704.pdf"
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Click on Indexer
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Document type should be "AP Check"
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Make Bank Account 1000 your default account. Click on "✓"A
This fills in the information.
15
Type "34704 + Enter"
16
Click on "* Index"
