ServiceDesk 4.8.290 Update 07/31/23

Back in the day, most technicians stopped in at the main office on a daily basis. Among other things, they’d get the stack of paper work-orders that assigned them their jobs for the day. Now, of course, a great many technicians rarely visit the office. This creates some issues.

One such issue is how to handle checks that a remote technician receives from customers. Many service companies worked with their banks to setup a system that allows techs to deposit checks at branches that are local to them. But, a newer and better solution is if techs can immediately deposit each check as it’s received, electronically, by using a bank-provided e-Deposit function (i.e., via a smartphone app, which has you snap pictures of the front and back of the check). The check deposit goes into your account immediately, and with no need to ever further use the paper check.

We have wanted to offer you this function directly as part of our overall RosswarePay system, and we’ve worked hard to make it happen. Regardless, we have so far been stymied in our effort to provide it directly.

What we now offer is, regardless, a major step in offering it to you directly in that we’ve created the reconciled integration that will ultimately need to be part of our direct offering, and which you can in the interim use very beneficially, if you choose to setup an e-deposit system with any bank of your choice.

How it works is pretty simple.​

First, there is a new function in SD-Mobile. When a tech indicates via SD-Mobile that he has received a check, the system asks if it was immediately deposited (i.e., “e-Deposited”). If the answer is yes, the documentation regarding that check enters the ServiceDesk Funds-Control system as a new kind of animal. In a nutshell, it’s a kind of animal where ServiceDesk knows that the office does not necessarily expect to receive the paper check, and definitely should not plan to physically deposit it.

Second, there is a new option/function in the ServiceDesk Funds-Control form (Ctrl-F9).

This new function works a little bit like the traditional function that’s used to prepare a standard check deposit, but it’s different in that: (a) it only offers for selection checks that are of the new breed; and (b) selection of such checks serves only to “check-off” that, upon online reviewing transactions at the bank, you have verified that each such item indeed showed up at the bank.

This therefore provides the means by which the office verifies and documents that e-deposited items indeed reached the bank, and the means by which to know of any items which the tech claimed that an e-deposit was performed, which nevertheless did not reach the bank.

In short, it provides perfect and easy security if you are choosing to have your techs do e-depositing of checks.