How to Scan Checks

** Kaley Walsh the bookkeeper likes to have scanned copies of all deposited checks to match with the QuickBooks transaction.

After Allied8 has received a check and deposited it, a scan of the check should be sent to Kaley Walsh's assistant.

• When scanning checks do each check individually. On the copier/scanner, select your name from the "To" list. The scanner will ask you to confirm the paper size - choose Letter. Double check the orientation of both the paper selection and the check to make sure the scan does not cut off the check.
• Scan the check and send it
• Once you have received an email with the check in your inbox, save the pdf with the name automatically given to it in this folder: V:\Accounting - Invoice Backup\Check Scans
• Draft a [bracket] email to Kaley's assistant and both partners.
• File the hardcopy of the check in the Accounting "Checks" folder in the file cabinet
• Group by month
• After scanning input the payment into Harvest.

Retainer checks

• Refer to "When A8 Receives a Retainer Check" section to view appropriate steps.