Mobile Deposit via CashPro App
Purpose
This SOP provides guidance on using CashPro app for mobile deposits as an alternative tool for the check scanner.
Prerequisites
- Users must be entitled to Mobile.
- Users must be entitled to Remote Deposit.
Note. Users can request mobile permissions by contacting the Treasury team through the HelpDesk for assistance.
- Users must download the CashPro Mobile app to their mobile device.
- Apple® iOS device users download CashPro Mobile from the App Store® to your phone or tablet.
- Android® device users download CashPro Mobile from the Google Play® Store to your phone.
Procedure Steps
When away from your workstation, use the CashPro Mobile app on your Apple® iOS or Android® device to deposit checks into the hospital bank account.
1. Open the CashPro Mobile application on your mobile device
2. Enter your CashPro Online Company ID, User ID, and Password, and then tap Login.
Note. You may be prompted to answer Challenge questions you established within CashPro Online.
3. Select Check Deposit from the main menu.
4. Choose the deposit account available, which must be the hospital bank account.
5. Select an account from the list of accounts, which must be the hospital bank account.
6. Capture images of the front and the back of the check.
Note: The camera will auto-snap the picture when the check is in focus and, the check amount with auto populate once the image is successfully captured.
7. Once all of the required fields are completed, select Continue.
8. The deposit will be available within the Review and Submit screen. From this screen a user can edit the deposit or, click Submit to complete the deposit.
