How to Search for a Company?
The search company functionality allows you to view and monitor company activity but more importantly update any information from a given entity.
- Start by going to Search on your QuickCheck menu and click on Search Company
- You may search for a company by any criteria available (i.e. company name, address, phone number, registration date or even scanning a check from this company).
Once found you have the following options:
- View company’s reference check image
- Scan additional reference check images
- Rescan existing reference check image
- View company’s customers and their activity
- Update company
When update a company, you may update the following:
- Company routing and account number
- Company name
- Company address
- Company phone
- Company status (i.e. Active, Do Not Accept)
- Assign a type of commission (custom, percentage, flat)
- Mark it as a special account (i.e. bypass warning policies)
- Merge company with another
- Change company limit (i.e. a type created under Administration > Update Profiles)
- Report company as fraud
- Print checklist and check images
- Delete company (i.e. Deletes transactions and history associated with company)
- List of all transactions
- View customers and their IDs + Pictures (i.e. you may link, remove, view or update a customer from these tabs as well)
- View reference check images (i.e. Scan new or rescan image)
Any changes you make to a company, ensure to update them by clicking on the bottom right button classified as “Update”
If you have any questions, contact our customer service team for more assistance.
