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Fyi |
For Your Informa |
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The following guide is the current user manual.
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This User Guide is designed to provide basic
information.
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Not every facet of the software is covered and
the guide does not address up-coming software
improvements and upgrades
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Supplements to this Guide will be added as new
features and feature enhancements are provided.
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These supplements will be provided online, or by
email or during site visits
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Please Note: Some graphics in this guide may not
be the same as those in your software version.
This may be because your software version is
more current than this guide or this guide may
be more current than your software. If this is
your situation, contact us for free software and
or User Guide updates.
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Thank you for selecting CT Systems / Clearchex
Check Cashing Software.
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For all issues Not covered in this guide contact
Tech Support at 248.819.0432 or 909.331.5162
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BACK TO TOP
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Login |
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1-2-3 |
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1
From the DeskTop |
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CLICK the “Check Cashing” shortcut |
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 DESKTOP |
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2 |
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The Login window will appear. |
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Enter your “Login Name” |
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Enter your “Password” |
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CLICK “OK” |
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The “Main” page will appear. |
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LOGIN WINDOW |
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3- |
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At the “Main” page you
will find: |
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Add Customer
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Existing Customers
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Customer Sort Options
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Bad Check Alerts
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Links to:
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Administration |
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Phone Reversal |
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Bad Check List |
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Other Management Tools
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MAINPAGE |
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BACK TO TOP
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Main Page |
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1-2-3 |
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1 “Main”
Management page |
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MAIN PAGE |
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2 “Main”
Management page |
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The Customer List |
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CUSTOMER LIST & SORT OPTIONS |
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3 “Main”
Management page |
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“Management Links”
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Administration
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Bad Checks List
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Phone Reversal
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Negative DB
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Quick Scan
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MANAGEMENT LINKS |
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BACK TO TOP
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Administration |
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1-2-3 |
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1
From The “Main” page |
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CLICK “Administration” |
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The “Administration” page will appear |
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2
From “Administration” page |
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Six (6) primary options are available”
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Users
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Company Name List
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Defaults
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Reports
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Check Cleanup
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Cash Drawer
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3- |
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This management portal
provides three (3) types of administration: |
- Setup
- Review
- Cleanup
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1.
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Setup |
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Users
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Defaults
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Cash Drawer (Shift & Accounting)
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Review |
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Company Names
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Reports
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Cleanup |
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Old non-Negative check
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BACK TO TOP
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Defaults
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1
From The Administrative Links page
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CLICK “DEFAULTS |
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The defaults options page will appear.
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Click "Defaults" and the "Defaults" page
will appear.
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ADMIN LINKS |
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“Defaults” Options: |
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Sort Order
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Fees
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Alerts
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Negative Check DB
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and Others Option
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Defaults are initially
set when your software is installed, but
can be changed by Admin. |
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DEFAULTS PAGE |
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Main page |
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BACK TO TOP
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Add Customer
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1-
Click: |
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“Add Customer” button |
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2- |
| New Customer Screen Appears |
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Magtek scanner |
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Center Light “Flashes” |
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3-
Swipe ID |
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DATA WILL APPEAR |
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IN
CUSTOMER RECORD
> > |
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Note: DO
NOT SWIPE “BENT”or “DAMAGED” ID,
THEY WILL DAMAGE
SCANNER! (You can enter the data from these IDs
manually.) |
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BACK TO TOP
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Scan ID
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1- |
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SLIDE ID UNTIL IT STOPS
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DO NOT FORCE ID IN
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2-
CLICK: |
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“SCAN ID” button |
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3- |
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SCANNER AUTOMATICALLY: |
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Note: DO
NOT SCAN “BENT”or “DAMAGED” ID,
THEY WILL DAMAGE
SCANNER!. |
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BACK TO TOP
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Take Photo
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1-2-3 |
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From CUSTOMER RECORD |
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1- Click: |
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“T "TAKE PHOTO" |
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2
Photo IMAGE Box Appears |
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IN THE UPPER LEFT CORNER: |
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CLICK "PICTURE” |
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CLICK
“TAKE PICTURE” |
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3- |
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IMAGE WILL APPEARS IN THE CUSTOMER RECORD |
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BACK TO TOP
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Finger Print
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1-2-3 |
NOTE |
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INSTRUMENT SHOULD BE ON A FIRM STABLE SURFACE. |
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ALL CUSTOMERS SHOULD USE THE SAME FINGER (RIGHT
“INDEX”)
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WITHOUT DELAY AFTER “REGISTER” BUTTON IS CLICKED
CUSTOMER NEEDS TO FIRMLY PRESS THE SAME FINGER
FOUR (4) TIMES
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THE 4TH TIME A “REGISTRATION
PROCESS IS DONE”
MESSAGE WILL APPEAR
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1-From Customer
Record
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CLICK “ADD FP” |
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2-Fingerprint
Screen Appears |
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CLICK “REGISTER” |
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3-
FIRMLY PRESS FINGER 4 TIMES: |
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WHEN THIS SCREEN APPEARS |
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CLICK “OK” |
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BACK TO TOP
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Add Check
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1-2-3 |
| Place Check in
Scanner |
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| "Gently" Push in until it
Stops |
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1-
Now: From the Customer Record |
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Cli Click “Add Check” button |
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2-
Add Check
Screen
Appears |
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Company from “Company
List (1a)
or add the Company Name in “Co.
Name” (1b) and Click |
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"Add in Company
List" (1c) |
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| Add “Amount” |
Click
“Save” |
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Scanner
leftside Light will BLINK and automatically
Scan Check |
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3- |
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CHECK FRONT & BACK IMAGE WILL APPEAR IN
CUSTOMER RECORD |
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CHECK DETAIL
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BACK TO TOP
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Verification
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1-2-3 |
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To Verify a Check: |
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From the Check Detail page |
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1Click |
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“Account Verification” |
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button |
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CHECK DETAIL
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2 |
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The “Verification Activation” Notice will
appear. |
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If If you wish to
continue
Click “OK” and |
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The Verification process will
begin. |
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This will take a short while
to go out to the “Clearinghouse” |
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and return with a results CODE |
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VERIFICATION ACTIVATION NOTICE |
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3- |
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When the Verification process
is complete it will return with a
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“Pass” (True) or |
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“Decline” (False) CODE
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and Code explanation. |
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VERIFICATION RESULTS |
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BACK TO TOP
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Negative Data
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1
When the “Bad Check “ alert |
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appears : CLICK “NEGATIVE DB” |
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The “NEGATIVE DB” LINK will show the “New”
Bad Check Notice |
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NEW BAD CHECKS NOTICE |
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2
CLICK “BAD CHECKS” |
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The “BAD CHECK” LINK will first open Your
Bad Checks list (My Store) |
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Your Bad Checks (My Store) page |
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3-
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To See the “New” Bad
Checks added to the Network by other Stores. |
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At the top of your Bad Check list |
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Click “All Stores” radio button |
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Scroll down list to view: Bad Checks, IDs,
Photos |
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Network (All Stores) Bad Checks List |
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BACK TO TOP
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Quick Scan
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1-2-3 |
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QUICKSCAN Uses a Check to find the Customer or
Customers records
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Situation :
Customer presents check during Busy Time of Day or
Month |
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The Question :
“Have you cashed here before?” or “Are you in our
database?” |
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The Answer :
Yes! |
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1- |
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PLACE CHECK IN SCANNER
CRADLE.
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2-On the main page: |
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Click “Quick Scan” |
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Scanner will automatically take-in
and scan check and return all records in
your database related to the check |
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Main Page |
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3-
REVIEW SCAN RESULTS |
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NOTE: |
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It is possible that a check scan can
return different customers as well as
different checks Cashed |
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Quick Scan Results |
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BACK TO TOP
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Cash Draw
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ADMIN OPTION |
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2 |
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CLICK “CASH DRAWER” |
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CASH DRAWER SETUP WILL APPEAR |
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3- |
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SETUP CASH DRAWER |
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FOR EMPLOYEE or SELF: |
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Beginning Balance
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Shift Date
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Shift Start
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Shift End
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CASH DRAWER SETUP |
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BACK TO TOP
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Team Viewer
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1-2-3
Support
Made EZ |
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Call “Tech Support ” |
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and do the following: |
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1with
Support Teach on the Phone |
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From your Desk Top |
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CLICK “Team Viewer” |
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Shortcut  |
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Team Viewer Session window will appear |
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2 |
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NOTE: |
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Support
TECH Will Request:
“ID” |
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“PASSWORD” |
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“Permission to Proceed” |
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May or May Not ask you to stay on the line. |
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3- |
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1.
ID,PASSWORD & Permission will give
the “Support Tech” Access to your computer.
2.
Support Tech will Correct problem,
report findings, explain corrections and
logout of “Team Viewer”. |
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BACK TO TOP
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FAQ |
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Frequently
Asked
Questions
SOFTWARE CONVERSION
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Q: I have a check
cashing system and lots of customers in the
database, but the software dose not work,
can I switch to CTS and save my data? |
A: Maybe. In most cases
Yes! We have switched clients and their
data without issue or Loss.
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CUSTOMER SERVICE
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Q: If I have questions
or need help using the software what
should I do and what will it cost?
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A: Call or Email “Tech
Support or Sales” by Clicking “Contact Us”
on the Main page. ALL service calls are
covered by your supplemental Monthly
maintenance agreement. |
INTERNET, The
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Q: Do I need the
Internet to use the software?
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A: No. Only Check
Routing & Verification and Network Negative
DB |
INTERNET HOST (isp) Contact
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Q: Dose the Speed of my
DSL affect software performance.? |
A: Yes, the Up & Down
speed of your DSL can affect software
performance.
But as a rule most standard speeds provide
sufficient speed. |
Hard-Wired vs WIRELESS
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Q: What is the best
internet connection to
Have, “Hardwired” or “Wireless”? |
A: Either mode is
adequate. The important thing is that the
connection is configured correctly. |
OPERATING SYSTEMS
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Q: Which Operating
system is best? |
A: None is better than
an other. XP, Vista and Windows 7 are
supported |
SECURITY SOFTWARE
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Q:What role does Anti
Virus software play? |
A:It can be none or it
can be some, depending on how it is
configured. |
SYSTEM INFECTION
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Q:How can I prevent
system infection? |
A:Consult your IT
professional and install recommended
software. |
SOFTWARE UPDATES
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Q:How do I get the
latest version of the software and what is
the cost? |
A:Updates are provided
FREE as part of your monthly service
agreement. |
TECH SUPPORT &
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Q:How do I get a Service
Agreement? |
A: Call
your Sales Representative |
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BACK TO TOP
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