UCBI Web Capture Remote Deposit
User Instructions
Support Assistance
Phone:
866-572-4583
UCBI Web Capture Remote Deposit
Table of Contents
The Installation Process ... 3
Logging In ... 4
Starting a Deposit in Classic View ... 7
Scanning a Deposit in Classic View ... 8
Reviewing and Submitting a Deposit in Classic View ... 9
Printing Deposit Receipt in Classic View ... 10
Item Search in Classic View ... 11
Starting a Deposit in Contemporary View... 12
Scanning a Deposit in Contemporary View ... 13
Reviewing a Deposit in Contemporary View ... 14
Printing a Deposit Receipt in Contemporary View ... 17
The Installation Process
Navigate to https://capture.ucbi.com Print the Install Guide highlighted below
Logging In
Open Internet Explorer
o Note: UCBI Merchant Capture will only work with Internet Explorer. It is not compatible with Google Chrome, Fire Fox, Safari, or any other web browser.
o Windows 7 Users: There are two Internet Explorer options on these operating systems. To ensure you are using the proper browser, go to Start/Programs. Select Internet Explorer. Internet Explorer (64-bit) is not compatible with this software.
Click on Favorites.
Select UCBI Merchant Capture from your favorites menu You may access the
favorites menu using either option shown here.
User ID and Password
o Existing Customers: The ID and Password will remain the same o New Customers: Support will provide the ID and Password.
For issues with ID and Password, please contact 866-270-6100
Click Log In
Issues that may occur
o Depending on your PC Settings, a “Pop-up Blocker” information bar notification may appear. Click the yellow bar at the top of the window and allow all pop-ups from this site.
o Depending on your PC Settings, a prompt may appear asking if the system should allow the program to install. Click the install button.
Once you are logged in you are given the option to operate the service in
Classic View
or
Contemporary view
. The first time you log in, Remote
Deposit will default to Classic View. Once you log out of the service and log
back in, the service will default to the design type you were you using on
your last deposit.
Home Screen logging into
Classic View
Click here to view the service in Contemporary View.
Click here to view the service in Classic View.
Home Screen logging into
Contemporary View
Starting a Deposit in Classic View
Click Deposit Capture
The following screen will appear. EnterDeposit Name, Deposit Amount,Select Account, and clickCreate.
o If you receive an error message stating your Deposit Limit has been exceeded please contact support at 866-572-4583.
Deposit Name: Description of the deposit. If a date is entered, the format will not accept “/.” Example: Acceptable: 01-01-11 Unacceptable: 01/01/11 Enter expected deposit amount.
Select appropriate account from the drop down.
Leave field empty. No action required
Scanning a Deposit in Classic View
Place your checks in the Remote Deposit Machine Click “Scan” to begin scanning your deposit
o Note: If you click scan before placing your checks in the machine, the system will generate an error stating there are no items present. Click OK, place your checks in the machine, and click Scan again.
When the deposit has finished scanning, click Capture Complete.
o Note: If these options appear before the entire deposit has scanned, click Continue Scanning This Batch.
Reviewing and Submitting a Deposit in Classic View
Once the deposit has finished imaging in the system, the following screen will display. From the Deposit Information section of the screen, check the following:
1. Are there exceptions that need to be addressed?
a. If there are exceptions, click on the exceptions tab at the top of the
screen. This option extracts the items that did not process correctly.
b. The Item Exception dialog box will indicate the exception the item
incurred.
c. If the item needs to be corrected, you may edit the information
indicated in the Item Exceptions dialogue box below the image.
d. Once the item has been corrected, click the Update Item button
shown below. If the exception is Image Quality, click the Accept Image button (Not Illustrated)
2. Once all exception items have been addressed, make sure the deposit is in balance.
a. You may review the items by clicking each row. To change the
amount select the Amount field in the row illustrated by (1-c) below and click update item indicated by (1-d.)
Once all exception items have been addressed, and the deposit is in balance, click Submit Deposit. 1. 2. 1-a 1-b 1-c 1-d 2(a)-Review Items by
selecting each row
Hint: The
illustration below depicts each statement addressed in the text. The numbers and letters on the illustration
Printing Deposit Receipt in Classic View
Click All Deposits from the Home Screen
Click on the Deposit ID
Item Search in Classic View
On the home page, go to Query, and select Item Query.
This will allow you to view all the items that were deposited that
business day.
Hint:
To view items that were deposited on a different business day, select
a different
date range
and click
search
in the Search area.
Starting a Deposit in Contemporary View
Click Create Deposit
The following screen will appear. You will enter the
Deposit Amount
and
Select Account
.
o
If you receive an error message stating your Deposit Limit has been
exceeded please contact customer support at 866-572-4583.
Select appropriate
account from the drop
Scanning a Deposit in Contemporary View
Place the checks in the Remote Deposit Scanner.
Click “Scan” to begin scanning your deposit.
o
Note: If you click scan before placing your checks in
the machine, the system will generate an error stating
there are no items present. Click OK, place your checks
in the machine, and click Scan again.
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Hint: If the Remote Deposit Machine is jamming
frequently, uncheck Detect Double Feed.
The following screen will appear. This screen will end once the software has
completed scanning all the checks in the Remote Deposit Machine.
Hint: You will see this as long
as the software is scanning the
checks. If at any time you
wish to discontinue scanning,
you can simply click
Stop
Reviewing and Submitting a Deposit in
Contemporary View
Once the deposit has finished imaging in the system, the following
screen will display. You can view any item image in the deposit by
clicking the + next to each item.
A. Are there exceptions to be addressed? There are two ways to correct
exceptions.
1.
Recognize the items that have an
Exclamation Sign
in the error
column. Click the
+
next to that item to display the image.
Enter correct item information and update item
information by pressing
Enter
on your keyboard. Click
the
+
again to minimize the item (Not Illustrated).
2.
Click the
Fix Errors
Button to the Bottom Right.
This will isolate the exception item(s) and tell you what
exception the item incurred. Once you have made a
correction to an item, press enter on your keyboard to
update the information for that item (Not Illustrated).
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B.
Once all exception items have been addressed, make sure the
deposit is in balance.
1. If you have corrected all your exceptions and your
deposit is still out of balance, verify the amount on each
item to be sure the software read the correct amount on
each item.
2. If you have verified all the item amounts are correct and
you need to change your expected deposit total, you can
do this once you click submit. Once your deposit is
balanced, you will click submit deposit.
The following screen will appear.
B-2 Cont: Update Deposit Total here, then click
Update
. Deposit will
submit
upon
clicking update.
C
Once you click update, the software will give you the option
to add a deposit memo. This field is optional and is not
required to submit your deposit.
Printing a Deposit Receipt in Contemporary
View
Click All Deposits from the Home Scr
Click View Deposit. This will reopen the deposit you have selected.
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