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Payology Check Scanning: The only native Salesforce check scanning solution!

Scan checks, apply them to Salesforce records, and transmit to your bank

Overview

Scan checks directly into Salesforce, apply them to any records you choose, and transmit them to your banking institution for deposit. Flexible configuration to support all business requirements.

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See How Payology Check Scanning: The only native Salesforce check scanning solution! Works

  • Automate the check scanning process • Scan checks & remittance documents in Salesforce • Use pre-existing data or remittance advice to pre-populate data in the UI • Check grouping: multiple remittance advices per check or multiple checks per advice

  • Plug & play configuration • Configuration wizard allows you to customize the check scanning process/interface without developers • Extensions for NPSP & Accounting Seed available • Custom validation rules within the app ensures error-free transmission

  • Bi-directional bank integrations • Same-day posting, next-day settlement • Funds transmitted directly to your financial institution (no processor or 3rd party aggregator) • Check returns matched & synchronized to original check record

Payology Check Scanning allows you to easily scan checks, apply them to objects, and transmit to your bank in seconds! This solution is completely customizable to fit your business requirements with little to no development resources needed. Current industry-specific open extensions include non-profits, IRAs, insurance, and property management. Payology Check Scanning gives you the ability to automate payment allocation directly in Salesforce to one or more records with or without the use of remittance advice. Correspond multiple remittance advices per check or vice versa. Payology Check Scanning supports barcode and OCR scan line remittance advice. Contact us for a tailored demonstration of the Payology Check Scanning solution.

Categories

Business Needs
Payments Processing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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