When Horsemen select to Request a Check online via InCompass Financial Services Account Access website, they will enter their account number and the system will display the amount of available money they have in their account, and then they will enter the amount they would like to receive in their check. When they update their request, email messages will be sent out to the horsemen and track employees confirming the request. (Contact InCompass Solutions to add or delete email contacts for Web Check requests.)
When the bookkeeper logs into the RTO Horsemen's Bookkeeper system, a notification will appear stating there are Web Checks awaiting approval. To review all Web Requests, go to the ‘Web Checks’ process and the following screen will appear listing all requests awaiting approval.
Each request should be reviewed and then ‘Accepted’ or ‘Declined’. Accepted check requests will automatically move over to the Generate Check screen ready for printing. The Declined requests will be deleted. An email will be sent to the horsemen, telling them the status of their request.
Sort By - The system will display the list of Check Requests, sorted by Name. Two other sort options are available: By Confirmation Number, By Amount.
Accept - To accept the horsemen's check request, place a mark in the Accept Radio button.
Decline - To decline the request, place a mark in the Decline Radio button.
Leave As Is - This is the default setting. If no action is to be taken on the Check Requests at this time, leave the 'Leave As Is' radio button selected.
Update - The Update button will initiate action when then Accept or Declined Radio buttons are selected. For all Check Requests marked as 'Accepted', the system will remove the request from this screen, and add the check request to the 'Generate Check' screen, ready for printing. An email will be sent to the email address the Horsemen has listed in his Horsemen Maintenance account, as well as the email address setup on his Equine Line Universal ID account with The Jockey club Information Services.
Exit - Will exit the screen, without saving any changes and return to the Main Menu.