01 Apr 2015

Check to Ensure your CaseLink Office System is Communicating with the Bank

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Check to Ensure your CaseLink Office System is Communicating with the Bank

BankCommunications-99702337_267x120Take a minute now to make sure your CaseLink Office system is communicating properly with the BMS banking conduit to Rabobank. This quick check will help ensure that you can open new accounts and your deposits can get processed in a timely fashion.

There are 2 ways to check if your CaseLink Office system is communicating properly with Rabobank:

Option 1: Check the first line under the Banking section of the CaseLink Office home screen.

It should read ‘All banking items have been sent to the bank.’ If there is a ‘Sending X item(s) to the bank’ for any more than 1 hour, then there is a problem that needs to be resolved.

CLOffice-Banking-ItemsSent

Image 1. – CaseLink Office is communicating correctly.

 

CLOffice-Banking-SendingItems

Image 2. – If the pending item message displays for more than 1 hour, then CaseLink Office is not communicating properly.

 

Option 2: Check the date that your total balances were last updated.

Step 1: Refresh the CaseLink Office home page by clicking the “Refresh Home Page” link in the left navigation.

CLOffice-Banking-RefreshHomePage

Image 3. – Refresh Home Page link.

 

Step 2: Look at when the total balance was last updated (top of the 2nd column of the banking section on the CaseLink Office home page) – it should always reflect the previous business day.

If you see that the balance is from an earlier day, then your CaseLink Office system is not communicating properly.

CLOffice-Banking-BalanceUpdated

Image 4. – CaseLink Office communicating correctly.

 

If you see either of these scenarios in the banking section of your CaseLink Office home page, please contact the BMS Banking Center to have your agent restarted.

 

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