Automated Check Deposits: Overview & Initial Setup

New feature coming soon: This is currently in the beta testing phase.

Signing in and Creating your Password

After you have been successfully onboarded to Jack Henry, you will receive a login email with your username and temporary password in addition to your company name.

  1. Navigate to your SmartPay Business by clicking the Automated Check Deposit tile in your Settings Main Menu.
  2. A separate tab will open in your browser with the Login Page for the SmartPay Business Portal. Log in with your temporary password. Upon logging in for the first time you will be prompted to change your password immediately. Your new password must be at least 8 characters long and include one uppercase character, one lowercase character, and one number.

SmartPay Overview

We will cover these steps in more detail in the next article, but in SmartPay you will:

  • open a batch
  • scan all the checks you want to be a part of the batch
  • correct any issues
  • submit them to be processed and deposited into your account

Typically, it takes around 2-3 days for the checks to be deposited into your account.

The integration with Giving will then allow you to see all completed check batches in your Giving Manager Portal, and map them to the correct Donor and Fund.

 

SmartPay Portal Initial Setup

After you have logged in, you will notice the dashboard page with no details, since you haven’t scanned any checks yet. 

Check_Scanning_Dashboard.png

 

Adding Additional Users

The first thing you should do is create any additional users that will need access to SmartPay to scan checks.

Add_User.png

 

Make sure you include an email address for the user so they can use the forgot password option to be able to login should they have an issue logging in. Please note the following important permissions and their definitions:

  1. Remote Deposit Admin
    • This privilege allows the user to create a new batch of scanned checks, close the batch, and submit the batch to processing.
  2. Remote Deposit User
    • This privilege allows the user to create a new batch of scanned checks and close the batch, but the Remote Deposit Admin is required to approve the batch before it can be submitted for processing.

Once the user is created, copy their temporary password and send it to them. Once they login, they will be prompted to update their password to something permanent.

 

Linking your scanner to SmartPay

Before you can begin scanning and processing checks, you first need to get your check scanning device paired with your account.

Here is a short video on how to link your check scanner to your account.

 

 

You are now ready to scan a check!

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