Payology Check Scanning
The only native Salesforce check scanning solution!
By Check21.com LLCPayment Processing
- Rating
- 5.0
- Reviews
- 11
- Pricing
- Paid
- From $349.99 per company per month
- Listed since
- 2022
About Payology Check Scanning
Scan checks, apply them to Salesforce records, and transmit to your bank
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.
Highlights
- 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
Screenshots and videos
Pricing
Paid, from $349.99 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $349.99 per company | Monthly |
Clients utilizing the Payology Check Scanning App must register for an account with Check21.com. In addition to the monthly fee, image scanning, check deposit, returned check/deposit adjustment reconciliation, and an activation fee may apply.
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 7, 2022
- Languages
- English
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