Chase Quick Deposit

User Guide

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Getting Started ............................................................................................................. 2

Set Up Internet Explorer®............................................................................................4

Set Up Your Scanner......................................................................................................5

Activate Accounts and Manage Locations................................................................7

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Deposit Checks.............................................................................................................. 9

Continue a Saved Deposit............................................................................................12

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Search for Check or Deposit........................................................................................ 13

Download Check Images............................................................................................. 13

Download Reports........................................................................................................ 14

View Returns and Adjustments.................................................................................. 14

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Check Retention Guidance...........................................................................................15

Scanning Tips.................................................................................................................. 15

Scanner Maintenance................................................................................................... 15

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This guide will walk you through getting ready for Chase Quick Deposit, preparing your system, installing

your scanner, setting up your accounts, making a deposit, accessing information reporting tools, and addi-

tional Chase Quick Deposit information. Please note that initial set up and activation must be performed by a

System Administrator.

If you have questions about Chase Quick Deposit, please call one of the numbers below based on your

line of business:

Business Banking clients

Phone Number: 877-CHASEPC (877-242-7372)

Commercial Banking clients

Phone Number: 877-226-0071

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When you enroll in Chase Quick Deposit, you will need to complete the following tasks:

• Activate the accounts you want to use with Chase Quick Deposit. You can use multiple accounts for deposit.

• Set up your locations. You can set up multiple locations.

• Indicate what kind of remittance data you would like users to enter for each location (optional).

• Order scanner(s).

After you enroll in Chase Quick Deposit, you can change or update these items at any time. Please refer to page 7 of

this guide for information on how to complete these tasks.

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We recommend that you conﬁrm the following before installing your scanner:

Minimum System Requirements

Review the following system and Internet requirements to make sure that Chase Quick Deposit will work for you.

Supported Operating Systems

• Windows® 7 - 32-bit and 64-bit versions with latest updates

• Windows® Vista (Home Basic - Ultimate) - 32-bit and 64-bit versions with latest updates

• Windows® XP Professional - 32-bit versions (Service Pack 3 is recommended)

• Windows® XP Home Edition - 32-bit versions (Service Pack 3 is recommended)

Note: The service packs listed above are free updates to the Microsoft® Operating System that runs your PC. If your

PC does not have these recommended service packs installed, you can easily download them from the “Downloads &

Trials” page on the Microsoft Web site.

Additional Note: Macintosh machines and operating systems are not supported.

Internet Requirements

To use Chase Quick Deposit, you must use one of the following Internet browsers:

• Internet Explorer 8.0

• Internet Explorer 7.0

• Internet Explorer 6.0

You will also need to have high-speed Internet service such as cable or DSL.

Your Company’s Policies

Installing the Chase Quick Deposit software sometimes requires some changes to your settings. Ensure the following

policies are in place in order to begin:

• Your company allows you to download ActiveX controls.

• Your company has given you administrative rights to install software on your PC.

Note:

Most people can perform the above tasks themselves. However, if you work for

a company that has a

person or department that maintains your PC for you, you may have to work with the appropriate person to install

these features for you.

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Review the information below to help you prepare for Chase Quick Deposit.

Your Scanner Parts and Accessories are on Hand

Please have the following parts on hand to begin your setup:

• Unpack your scanner and identify its parts and accessories.

• Locate the power cord, USB cable and scanner feeder tray for initial setup.

• You do not need to install the ink cartridge included in your scanner box.

Note: In order to properly use the scanner, you will need an available USB 2.0 port on your PC.

The Space Around Your Scanner is Prepared

Ensure the following items are prepared for your workspace:

• The scanner is not plugged into a power source or your PC before you download the scanner software.

• The scanner is at least 18 inches from any device that creates interference (fans, heaters, computer monitors, CPUs,

etc.)

• You are not running any other software on your computer that enables you to scan paper checks, as it is highly

likely that your new scanner may not operate correctly. If you are, you should uninstall the other check scanning

software before you begin to install your scanner.

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If you have questions about installing your scanner software, or about any of the steps in the installation process,

please call one of the numbers below according to your line of business:

Business Banking clients

Phone Number: 877-CHASEPC (877-242-7372)

Commercial Banking clients

Phone Number: 877-226-0071

Open a new Internet Explorer® window. Click “Tools” and

choose “Internet Options.”

The “Internet Options” dialog box will display. Select the “Se-

curity” tab, and then click the “Custom Level” button.

The “Security Settings” dialog box will display.

Scroll through the list and click on the “Prompt” radio

button for each of the options shown below.

Click the “OK” button.

You may receive a pop up box that states “Are you sure you

want to change the security settings for this zone?” If so,

click “Yes.”

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Before you begin installing your scanner you need to modify your Internet settings.

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In order to set up your scanner you will need to ﬁrst install software and then connect the scanner to your PC.

Access Chase Quick Deposit

Go to the Chase Quick Deposit home page. Click on the “Set

up scanner” link under the “Related Links” heading.

Download the Scanner Driver Software

Turn off your scanner and unplug it from your computer

before you install the software.

When you click “Install Software,” you will see a File

Download window. You will see three options: Run, Save and

Cancel. Click “Save” to save the ﬁle. The Save As window will

open. Save the ﬁle to your desktop.

Double-click the SierraScannerSDKWebClient icon on your

desktop to launch the Setup Wizard. The Setup Wizard

window will open. When it does, click “Next” and follow the

instructions.

When you complete the software installation, click “Next.”

Note: You may be asked to reboot your computer as part

of the software installation. If you are prompted to do so,

please reboot your computer. Once you have rebooted your

computer, navigate back to the Chase Quick Deposit home

page. Click “Deposit Checks” to continue to the next step.

Connect the Scanner to Your Computer

When prompted, connect the scanner to your computer by

placing the round power supply connector into the back of

the scanner and plugging the power supply into a power

outlet. Then, place one end of the USB cable into the back

of the scanner and the other end into any USB port on your

computer.

If the “Found New Hardware” Wizard appears, follow the

instructions on your screen.

Note: For additional information on assembling your

scanner, connecting the scanner to your computer, reading

the status lights, or troubleshooting issues please refer to

the Panini Operator Manual.

Test Scanner

Click the “Test Scanner” button to complete the scanner

test.

Note: The scanner will make a brief noise.

Upon successful completion of the scanner installation, you

will receive a conﬁrmation message that your scanner is

ready to use.

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System Administrators can activate multiple accounts and locations for use with Chase Quick Deposit at any

time.

Start Account Activation

On the Chase Quick Deposit home page, click the “Manage

accounts” link under the Related Links heading.

Select Accounts

Find the account you want to set up for deposits, and click

“Activate.” You will then see two radio buttons appear

under the “Virtual Endorsement” heading. If you would like

Chase Quick Deposit to place an endorsement on check

images after scanning, select “Yes.” If you wish to manually

endorse your checks, select “No.”

Please note that you are able to return to the Manage

Accounts page in the future to change your Virtual

Endorsement settings if necessary.

Manage Locations

Enter a name for your location, select a deposit to account,

and then indicate whether you want to order a scanner for

that location. Click “Submit” to continue.

Note: You can add new locations at any time by clicking

“Manage Locations” on the Chase Quick Deposit home

page.

Set Up Remittance Data

If you would like for users to add remittance information to

deposits for a certain location, click the “Add remittance”

link next to the appropriate location.

Indicate which remittance data ﬁelds should display when

depositing checks. You can choose to display date received,

a memo ﬁeld, the remittance account, or a custom ﬁeld.

Please note that if you choose to display the remittance

account, you will be asked if you wish to deﬁne rules for

entering the account number to ensure that it is recorded

correctly.

Once you have indicated which ﬁelds you wish to display,

click “Submit.” You will return to the Manage Locations

Page. Click “Next” to continue.

Conﬁrmation

You will receive a conﬁrmation page that shows all your

active accounts and locations.

Order Scanners (optional)

If you indicated that you need to order a scanner for your

location, you will be prompted to complete the scanner

order page. Please note that you can ship your scanner to an

address other than the one indicated on the page by clicking

“Edit shipping address.” Once you have completed the

required information, click “Next” to continue.

You will receive a screen conﬁrming that your scanner order

has been received. We will also send you a message to the

e-mail address you provided to conﬁrm the shipping date

and tracking number for your order.

If you need to order additional scanners in the future, click

“Order Scanner” on the Chase Quick Deposit home page.

Enter Deposit Total

From the Payments & Transfers page, select the Chase

Quick Deposit tab and click “Deposit checks.”

Select your deposit to account and your location. If

remittance data has been defined for the location you

selected, you will be asked if you want to enter remittance

data for your batch. You must also enter the total amount

of your deposit. If you wish, you can also enter a deposit

description.

Click “Next” to continue.

Scan Checks

All items presented for deposit utilizing the Chase Quick

Deposit service should be endorsed, either manually or

using virtual endorsement. After you are

prompted, place

the checks you wish to deposit into the scanner document

feeder. Line up the checks in the feeder by aligning the

bottom and outer front edge of the checks. Order checks by

size from smallest to largest. Ensure all the checks are facing

toward the outside of the scanner and place the checks in the

scanner so that the front edges line up with the bottom half

of the arrow. A visual depiction of how to scan checks can be

found in the Panini Operator Manual.

Edit Check Information

After you have scanned your batch, some of the checks

may require additional information or corrections. If you

need to correct a check, you will see “Error found” in the

status column for that check. Click on “Correct error/add

details” to begin correcting the check information.

If you would like to add remittance details to a check that

does not require correction, click the “Add details” link for the

appropriate check.

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System Administrators and Authorized Users can deposit checks into any account for which Chase Quick

Deposit has been activated.

Items that require correction will be highlighted below

the check image. Enter the information requested, such

as routing number, check amount, account number or

check number. If you need to edit information that

is not highlighted, simply click the “Edit” link next to

the information you wish to correct. If your System

Administrator has set up remittance data for this location,

you can also add additional information in the “Remittance

Details” section, located below the “Check Details” section.

Remove a Check

In some cases, Chase Quick Deposit may prompt you to

remove a check from a batch. If this is the case, you will see

a “Remove” link next to the impacted check. Once you have

removed the check from the currently scanned batch, you can

attempt to rescan the check into the same batch or a new

batch, or you can take that check to a branch for deposit.

Add a Check to a Batch

Once you have made the necessary adjustments to your

checks, you have the option to add checks to your batch.

On the “Review checks and prepare deposit” page, click

“Scan more checks.” You will be prompted to enter the total

amount of all additional checks. As you did before, scan your

checks and correct any errors.

Update Expected Total

Occasionally, your scanned deposit total may be different

from the total you entered when you began your deposit.

When this happens, you will be prompted to review the

items in the deposit and make corrections to either check

amounts or the expected deposit total.

To update the amount of a check, click the “See/update”

link next to the appropriate check. To edit your expected

deposit total, click the “Edit” link next to the total, located

at the top of the screen.

Submit Deposit and Conﬁrmation

We will prompt you to verify your deposit. If everything is

correct, click “Submit Deposit.”

After you submit your deposit, you can print your deposit

details, start a new deposit, or go to the deposit activity

page to review your recent activity.

Note: Deposits submitted before 9:00 p.m. ET /

6:00 p.m. PT on a business day will be processed that day.

Deposits submitted after 9:00 p.m. ET / 6:00 p.m. PT or on

a non-business day will be processed on the next business

day.

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Once you have completed scanning your checks, you can save the deposit and return to complete it later.

Please note that you can only have one unsubmitted deposit at a time.

Access Your Unsubmitted Deposit

You will be alerted to an unsubmitted deposit on

the Chase Quick Deposit home page. To resume a deposit,

click “See unsubmitted deposit.” Please note that each

user can only have one unsubmitted deposit at a time.

Click “Resume Deposit” and complete the steps to submit

your deposit.

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Chase Quick Deposit gives you access to up to 270 days of check images for checks drawn on Chase accounts,

120 days of check images for checks drawn on other ﬁnancial institutions, and 13 months of transaction de-

tails. You can also review returns and adjustments online.

Search for a Check or Deposit

To begin, click “Search for checks & deposits” on the Chase

Quick Deposit home page.

Create and Save Your Search

Select the account and location for which you want to search

deposits or checks, and indicate if you are searching for a

deposit or check. Then select a date range for your search.

You may also enter the amount of the check or deposit if

that information is available.

If you wish to save this search for use in the future, you can

enter a search name in the “Save search as” ﬁeld. Your saved

searches will appear as a link at the top of the page in the

“Saved Searches” section.

Once you have entered all the information, click “Search.”

Search Checks and Deposits

The deposits or checks you searched for will appear on the

next page. From here, you can create a PDF document

containing images of the checks or batches you searched for,

or download a custom report.

Download a PDF Document of Check Images

To download a PDF document of deposit details and check

images retrieved in a search, click the “Include in PDF” box

next to an individual check, or the “Select Deposit” box

next to a deposit. After selecting the appropriate checks or

deposits, click “Create PDF.” When your document is ready,

you will be able to view or download it through the Download

Center.

Download Your Customized Report

To download a custom report of items returned in a search,

click “Download Search Results.” Customize your report by

selecting the information you would like to download from

the “Available ﬁelds” section and clicking the left arrow to

move it to the “Include in report” section. You can change

the order that the information appears in by highlighting the

ﬁeld in the “Include in report” section and clicking the up or

down arrows.

When you have selected all of the information you want to

download, click “Download Report.” You will be prompted

to save a CSV (comma-separated value) ﬁle that can be

opened in programs such as Microsoft Excel®.

View Returns and Adjustments

To view returns and adjustments, go to the Chase Quick

Deposit home page and click “See returns and adjustments.”

Select the account for which you want to view returns and

adjustments, and then select the type of returns you want

to view.

You’ll see a list of items, including the return date, amount,

return type and location. Click the “See” link for more

information, or to view an image of the item.

On the Check Detail page, you can view the reason for the

return, an explanation, and actions you can take for this

item. You can also view the front and back of the check.

Check Retention Guidance

After successfully scanning and submitting your checks for deposit, you should mark and store them in a secure

location until destroyed. Please ensure that the scanning, storing and destruction of the original checks are done

under controls appropriate for your business.

Scanning Tips

• When scanning checks, line up the checks in the feeder by aligning the bottom and outer front edge of the checks. Order

checks by size from smallest to largest. Ensure all the checks are facing toward the outside of the scanner and place the

checks in the scanner so that the front edges line up with the bottom half of the arrow.

• Chase Quick Deposit is only for business checks, personal checks, U.S. treasury checks, traveler’s checks, and money

orders payable in U.S. dollars and drawn on banks in the United States. Foreign and Canadian checks are not

allowed.

• We do not require you to scan a paper deposit slip with the checks in your deposit.

• For optimal scanning, keep your scanner clean and free of dust and small particles.

• Checks written with red or faint ink, or that contain prominent background images, may not be read by the scanner.

Scanner Maintenance

In order to ensure that your scanner reads checks consistently, it is important to perform routine scanner cleaning

both weekly and monthly. For your convenience, Panini has included a one-time use cleaning card with your scanner.

To use the cleaning card:

1. From the computer on which your scanner is installed, open your Internet browser and go to

http://www.paniniportal.com/scannercleaning.aspx. Click “Continue” to begin the cleaning process.

2. Run the cleaning card through your scanner 3-7 times, each time rotating the cleaning card top to bottom, as well

as ﬂipping over, so the cleaning card is inserted each time with a different orientation.

3. Once you have ﬁnished using the cleaning card, close your Internet browser window and discard the used

cleaning card.

The cleaning card is not intended to remove debris from the track, clean the sensors, clean the ink cartridge, or

replace the cleaning procedures outlined in the Panini Operator Manual. For more information about cleaning your

scanner, please refer to your Panini Operator’s Manual. To order additional cleaning supplies for your scanner, please

visit www.paniniportal.com.

Technical Support

If you have questions while using Chase Quick Deposit, please call one of the numbers below according to your line

of business.

Business Banking clients

Phone Number: 877-CHASEPC (877-242-7372)

Commercial Banking clients

Phone Number: 877-226-0071

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Learn more about check retention, check scanning, how to maintain your scanner, and who to contact if you

have questions.

JPMorgan Chase is licensed under U.S. Patent Numbers 5,910,988 and 6,032,137.

“Chase” is a marketing name for certain businesses of JPMorgan Chase & Co. and its subsidiaries (collectively, “JPMC”). JPMC also uses the “JPMorgan Chase” and “JPMorgan” marketing names for certain of its

businesses. Products or services, including those referred to herein, may be marketed and/or provided by appropriately licensed JPMC personnel and entities including commercial banks, securities or other non-

banking afﬁliates or other JPMC entities.