Automatic Check Deposits and Other Improvements

You can now automate check deposits using routing rules. When a check is detected, define conditions and deposits will happen automatically whenever there's a match.

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For example, you could now

• Automatically deposit all checks for a specific company and then assign them to the Finance team
• Automatically deposit all checks with “Rent” in the document scan to your main bank account; deposit all remaining checks to your auxiliary bank account

To get started, create a routing rule, select the Check(s) Detected trigger, and add the Deposit action.

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Check data

We now automatically extract issue date, void date, memo, account number, routing number, and return reason from checks. These fields have been added to the dashboard + Checks view CSV export. We also updated our API + Webhooks to expose this data.

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Check filters

The Checks view now support amount filtering. Use these filters to more quickly find the specific checks that you’re looking for!

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