Customer Preferences

The Customer Preference page allows you to configure specific customer preferences and processing settings.

To set or change the selected customer's preferences:

1. Select a specific category by clicking the edit () icon next to the preferences you wish to set or change:
   • General – these preferences allow you to specify the default clearing channel and the allowed and default deposit types for the selected customer.
   • List – these preferences allow you to specify which columns will appear, and the order in which they will appear on Completion application pages that include list data for the selected customer.
   • Optional fields – these preferences allow you to identify additional data entry fields that can be completed by the selected customer's users during deposit processing, whether any of those fields are required, and what labels and descriptions will accompany any configured fields.
   • QuickBooks Integration – these preferences allow you to enable or disable the QuickBooks integration feature for a selected customer, view a customer's configured settings, or administer the feature on behalf of a customer by importing their client and account lists from QuickBooks to establish available mapping and custom field information, and then mapping their Passport accounts to their imported QuickBooks accounts.
   • Reject Reasons – these preferences allow you to identify which reject reason codes will be available on the Reject Item, Reject Transaction, and Reject Deposit pop-ups displayed when the selected customer's users reject an item, transaction, or deposit.
   • Reports – these preferences allow you to identify which columns will appear, and the order in which they will appear on reports available to the selected customer as well as the default sort order for those reports.
   • Scanner drivers – these preferences allow you to specify whether the selected customer's users will be permitted to install or update their scanner drivers through the Deposit Completion interface and, if allowed, what expiry dates will be associated with each of the supported drivers.
   • Remittance coupons – this page allows you to view the existing remittance coupon definitions for the selected customer, as well as create, edit, and delete definitions.
   • Virtual endorsements – this page allows you to view the rear virtual endorsement settings for the selected customer, as well as edit the existing definition.

Additionally, host-level users can perform the following actions:

• Review the creation and last modified date information for the current customer.
• Save the selected customer's current preferences to an XML file, by clicking the Export Preferences to XML link and choosing a location to save the file.
• Import a selected XML preferences file for the customer, by clicking the Browse button to select a file to import, and then clicking the Save button.
• Remove all preferences for the customer, by clicking the Delete button.