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Definition: What is it?

By default the Checks to Print screen will display a list of checks that have been generated by 'Company'.  Any outgoing payment transaction that has a payment method specified as 'Company Check' will generate an entry here.

NOTE TO CHECK: Are cheques generated from anywhere else..or any other payment methods...???To do

What is it used for?

To doIt is used to either view the details of the checks to printed or to print the check itself.

What's on the screen?

To do

How do I create a Check to Print ?

To create a check to print an outgoing payment must be created that used the payment method type 'Company Check'

Example: To create a Check to Print

1. Select the Payments sub menu from Accounting Manager
2. Press the 'Create New Payment' button
3. Enter the type of outgoing payment (eg Vendor Payment, Customer Refund etc)
4. Enter the payment amount
5. Enter the party id
6. Change the Payment Method Type field from its default to 'Company Check'
7. Press the 'Create' button
8. Press the 'Update' button on the following screen
9. Return to the 'Checks to Print' sub menu (Accounting / General Ledger / Accounting / Checks / Checks to Print) 
10. The newly created payment will be displayed in the list of checks to print

How do I update a check to print?

If an outgoing payment status has not been changed to 'Sent' then the check details can be updated and the check reprinted. Once the check status is 'Sent' it will be removed from the 'Checks to Print' list although the payment details can still be accessed and updated via the Payments menu.

Example: To update the details of a check to print

1. Click on the 'Payment Id' of the entry to be amended
2. The Payments Overview screen will be displayed
3. Select the 'Header' sub menu and all the payment details will be displayed
4. Update the details required (eg payment amount etc)
5. Press the 'Update' button (NOTE: If required the check can be reprinted immediately using the 'Print as check' button on this screen)
6. Return to the 'Checks to Print' sub menu (Accounting / General Ledger / Accounting / Checks / Checks to Print) 
7.  The updated details of the check to print will be displayed
   

How do I remove a check to print?

There is no 'Delete' option on this screen so to remove an entry from the Checks to Print list you will need to amend the Payment Method Type Id for the payment. Changing it to something other than 'Company Check' will remove it from the Checks to Print listing.

How do I print a check?

Example: To print a check

1. Select the check to print using the check box corresponding to the entry required
2. Press the 'Print' button
3. The check will be printed
   

NOTE: A check can be printed more than once and a printed check will not be automatically removed from the list of checks to print. Checks can also be printed via a button in the Payments screen (TO DO : Add a link)