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How-to: Use the RDC Utility (Merchant Portal)

Procedure

  • Log in

  • Access the Payments Section

    • Navigate to the Main Menu and select Payments.

  • Navigate to Payments

    • Click Payments.

  • Open the RDC Utility

    • Click the Actions button and select Launch RDC Utility.

    • When prompted, click the Open Profituity.PlatformNext.RdcUtility button.

  • (Optional) Download Installer
    Tip: If this is your first time launching the RDC Utility, you will need to download and run the installer.

  • Start the RDC Utility

    • Click Login to get started. This will authenticate you using the credentials entered when logging into the reporting website.

  • Select the Merchant

    • If you have access to multiple Merchants, click the drop-down arrow and select the correct Merchant you want to scan checks for.

  • Initiate Check Scanning

    • Click the Scan Checks button.

  • Feed and Scan Checks

    • Feed the checks into your imager. Click Stop Scanning when done.

    Tip: Have a tally of the total number of checks and the total deposit amount to confirm accuracy.

  • Enter Deposit Details

    • Enter the Total Deposit Amount and click Next.

  • (Optional) Enter Checkwriter's Name

    • Enter the Checkwriter's Name if applicable.

  • Enter Check Amount

    • Enter the amount of the check.

  • Save the Check

    • Click the Save button.

  • Complete Scanning for All Checks

    • Continue entering the required fields for each scanned check. You may need to correct or enter details like the routing number, account number, or check number if the imager couldn’t pick them up correctly.

  • Submit the Scanned Checks

    • Click the Submit button when all checks are entered.

  • Exit the RDC Utility

    • Click File and then Exit to close the RDC Utility.

  • Confirm Scanned Checks

    • Refresh the reporting website to view the newly scanned checks.

Additional Resources

Video: https://www.loom.com/share/a010d38e409541f0a70a481691f12636?sid=45ea8fdf-0fa7-48a9-94bc-34185d815a6e

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