Cambridge Savings is replacing our current Remote Capture system with a more robust and flexible platform that offers: 

• Updated user interface and enhanced user experience 
• Compatibility with both Windows and Apple Operating systems and a variety of browsers including Google Chrome 
• Improved customizable reporting 
• Increased frequency of cutoff times M-F (except Federal Holidays) 11am-7pm EST.
• Deposit History with images available for 2 years

Customers will be transitioned to the new platform starting in the 3rd Quarter of 2020. You will receive multiple communications with specific instructions as your transition date approaches.  We are committed to a smooth transition and our mission is to manage a successful implementation within the projected timeframe. However, as with any large project, dates could shift as we work to ensure the new platform operates as planned.  

The Business Client Service team and your Cash Management Sales Officer will be available to support you and your team during this transition. The Business Client Service team can be contacted at 617.441.7051 or clientservice@cambridgesavings.com. 

We have developed a variety of training tools to provide education on the new platform, including user guides, product videos and reference documents. All training tools and materials will be provided in advance of your transition start date.

For a short period of time during your transition period you might be provided access to both the new and old systems. Once your transition period has ended your access to the old system will be removed.  

Deposit history from the previous system will not be available in the new system. We recommend that you download and save the PDF reports of your deposit history for the current Remote Deposit Capture platform. You can do this by following these steps:

1. On the Business Online Banking login page, enter your Company ID, User ID and password, and click the LOGIN button.
2. From the Dashboard homepage, click the Activities & Reporting tab and select Remote Deposit from the dropdown menu. 
3. From the Remote Deposit page, click the Login to Remote Deposit button.
4. Click on the Reports tab and select from the left side menu Deposit Totals Report.
5. Select the start and end dates and click Run Report.
6. Click Export to PDF. A new tab in your browser will open and you will be able to save the PDF to your computer or network. 

CSB has outlined an organized communication plan to help you and your organization prepare for your transition. Communications are scheduled as follows:

We recommend that Business Online Banking Administrators login to online banking and review all users with access to Remote Deposit Capture. Validate that the information on the user profile is correct, including their email address. Remove access to remote deposit for any users that no longer need access. 

Local administrative rights are needed to install the Device Controls for using the scanner with the Remote Deposit Capture platform. Please reach out to your technology resource for your organization. 

No, pricing has not changed with the new platform.

Each deposit will display as “Remote Deposit” on your online banking and deposit statement. If you are using the mobile application to deposit checks as an alternative channel, the description of those transactions will also be changed to “Remote Deposit”. 

To review your Remote Deposit Capture (Desktop Scanner) deposit history:

1. Log in to Business Online Banking, navigate to the Activities & Reporting tab and select Remote Deposit – New from the dropdown menu. Click the Login to Remote Deposit – New button. 
2. Select the Reports from the left main menu. Select the Deposit Results link on the right. 
3. Select the location for which the deposit was created, and then choose the date range. The start date should be the date the batch was created. 
4. Click 
   
   under Item Details to view individual items in the deposit.
5. Click 
   
   under Deposit Details to see the event history for the batch, including deposits rejected upfront.

To review your Mobile Deposit Capture deposit history:

1. Log in to the Business Mobile Banking app, click on the menu icon and choose Deposits from the list of options. 
2. On the Deposits screen you will be able to view your recent mobile deposit capture deposit history including the date of the deposit and amount.

On the Business Online Banking login page, enter your Company ID, User ID and password, and click the LOGIN button. From the Dashboard homepage, click the Activities & Reporting tab and select Remote Deposit – New from the dropdown menu. From the Remote Deposit – New page, click the Login to Remote Deposit – New button.

Being able to access the different areas is a role that is assigned by the administrator of your user account. Contact your Administrator for changes.

Yes.

This option is recorded as a "cookie" on your machine. This cookie tells what device you have selected. If you delete your cookies often or have them disabled, the system is unable to retain this option for future reference. As a result, you will be asked each time the page is loaded.

The duplicate detection feature identifies duplicates based on validation of the account, routing, and check number. The Transaction Number field is also used to detect duplicate items. The duplicate detection feature reviews items from the past 75 days. A duplicate item will not be processed and the user will receive an email notification stating that duplicate item(s) were identified in the deposit and that the item(s) have been removed from the batch.  

Images are retained in the system and available for review via the Deposit Results report. Images are available in the system for 2 years. 

The total amount entered on the Create a New Deposit screen becomes the Control total when you begin scanning your checks. The Control total cannot be changed once the batch has been created. The total will be corrected during the deposit review process by CSB.

As long as the transaction has not yet been processed, a user with the appropriate permissions can choose to void a transaction from the Transaction Details page.

From the Transactions menu, select Bulk Operations. You can void checks that are in an Approved status.

1. Pull the Deposit Results Report, by selecting Reports on the left side of the page and then on the right side of the screen under Remote Deposit Complete Reports, select Deposit Results. 
2. Select the location for which the deposit was created, and then choose the date range. The start date should be the date the batch was created. Click Get Deposits.
3. Click 
   
   View under Item Details, and then review the list of items. Any unresolved items will be highlighted with a message stating “needs attention” next to it. To re-scan the item(s), go to the Transactions tab, reopen your deposit, and re-scan that sequence number.

This may not be available to you to click on based on your permissions in the system. There are also certain features and functionalities of the system that do not apply to Cambridge Savings Bank at this time. If you have any questions regarding the statuses, please contact Business Client Services team at 617.441.7051 or clientservice@cambridgesavings.com.

These menu options are not customized for CSB. The News pane on the Dashboard is where Cambridge Savings Bank will display messages, alerts and FAQs. We recommend that you check the News pane periodically to ensure you are up to date on CSB Remote Deposit Capture updates.