Difference between revisions of "Print a Check or Range of Checks"

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(updated menu options and images)
 
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Any printable check [[#Reprint a Single Check or a Batch of Checks|can be reprinted individually, or reprinted as a batch]].  
 
Any printable check [[#Reprint a Single Check or a Batch of Checks|can be reprinted individually, or reprinted as a batch]].  
== From the My Newton Campus Forum: Frequently Asked Questions ==
 
All Agency Systems customers are invited to join the [http://www.mynewtoncampus.com/forum/ My Newton Campus user community forum].
 
 
*[http://mynewtoncampus.com/forum/index.php?topic=92.0 Do I need to select "issue" after creating a check?]
 
 
 
== Setup and Print Options ==
 
== Setup and Print Options ==
 
Prior to printing checks, verify the [[Agency_Profile#Check_Form_Type|check form type is configured]].
 
Prior to printing checks, verify the [[Agency_Profile#Check_Form_Type|check form type is configured]].
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When a check is printed, the internal check number can be printed on the check if '''Print Check # -> Yes''' is selected.
 
When a check is printed, the internal check number can be printed on the check if '''Print Check # -> Yes''' is selected.
:[[File:Menu-ap-print-checks-printcheckyes.png]]
+
:[[File:Menu-accounting-print-checks-printcheckyes.png]]
  
 
== Print a Single Check ==
 
== Print a Single Check ==
 
#Load an existing check using the [[Express_Checks#View_an_Existing_Check|Express Checks interface]].
 
#Load an existing check using the [[Express_Checks#View_an_Existing_Check|Express Checks interface]].
 
#Select '''Print'''.
 
#Select '''Print'''.
#:[[File:Ap-expresschecks-print.png]]
+
#:[[File:Accounting-expresschecks-print.png]]
 
#The '''[[Bank Profile|Bank Code]]''' and '''Check Number''' will pre-fill.  
 
#The '''[[Bank Profile|Bank Code]]''' and '''Check Number''' will pre-fill.  
#:[[File:Ap-printchecks-single.png]]
+
#:[[File:Accounting-printchecks-single.png]]
 
#Select '''Printer''' to verify the selected check printer, and select '''Print'''.  
 
#Select '''Printer''' to verify the selected check printer, and select '''Print'''.  
 
#'''Yes''' to confirm the checks printed successfully, or '''No''' to leave the check saved as '''Not Issued'''.  
 
#'''Yes''' to confirm the checks printed successfully, or '''No''' to leave the check saved as '''Not Issued'''.  
#:[[File:Menu-ap-print-checks-checksok.png]]
+
#:[[File:Menu-accounting-print-checks-checksok.png]]
  
 
== Print a Batch or Range of Checks ==
 
== Print a Batch or Range of Checks ==
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Prior to printing a range of checks, it is recommended to use the a [[Report: Check Register: Not Issued Checks (Not Yet Printed)|check register report]] to preview the pending transactions.  
 
Prior to printing a range of checks, it is recommended to use the a [[Report: Check Register: Not Issued Checks (Not Yet Printed)|check register report]] to preview the pending transactions.  
#Select '''AP -> Print Checks'''.
+
#Select '''Accounting -> Print Checks'''. ''(Optionally, '''Print Checks''' can be selected from the Company, Producer or Vendor menu)''
 
#Enter the [[Bank Profile|Bank Code]].  
 
#Enter the [[Bank Profile|Bank Code]].  
 
#Change the '''Date Method''' if needed. ''(Default = Entry Date)''
 
#Change the '''Date Method''' if needed. ''(Default = Entry Date)''
 
#Change the '''Start Date''' and '''End Date''' if needed. ''(Default = Current Day)''
 
#Change the '''Start Date''' and '''End Date''' if needed. ''(Default = Current Day)''
#:[[File:Menu-ap-print-checks-selectbank.png]]
+
#:[[File:Menu-accounting-print-checks-selectbank.png]]
 
#Select '''Printer''' to verify the selected check printer, and select '''Print'''.  
 
#Select '''Printer''' to verify the selected check printer, and select '''Print'''.  
 
#'''Yes''' to confirm the checks printed successfully, or '''No''' to leave the check saved as '''Not Issued'''.  
 
#'''Yes''' to confirm the checks printed successfully, or '''No''' to leave the check saved as '''Not Issued'''.  
#:[[File:Menu-ap-print-checks-checksok.png]]
+
#:[[File:Menu-accounting-print-checks-checksok.png]]
  
 
== Reprint a Single Check or a Batch of Checks ==
 
== Reprint a Single Check or a Batch of Checks ==
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#Follow the instructions above to select a [[#Print a Single Check|single check]], or [[#Print a Batch or Range of Checks|a batch of checks]].
 
#Follow the instructions above to select a [[#Print a Single Check|single check]], or [[#Print a Batch or Range of Checks|a batch of checks]].
 
#Prior to selecting '''Print''', select '''Reprint Check'''.  
 
#Prior to selecting '''Print''', select '''Reprint Check'''.  
#:[[File:Menu-ap-print-checks-reprintyes.png]]
+
#:[[File:Menu-accounting-print-checks-reprintyes.png]]
 
#Select '''Printer''' to verify the selected check printer, and select '''Print'''.  
 
#Select '''Printer''' to verify the selected check printer, and select '''Print'''.  
 
#'''Yes''' to confirm the checks printed successfully, or '''No''' to leave the check saved as '''Not Issued'''.  
 
#'''Yes''' to confirm the checks printed successfully, or '''No''' to leave the check saved as '''Not Issued'''.  
#:[[File:Menu-ap-print-checks-checksok.png]]
+
#:[[File:Menu-accounting-print-checks-checksok.png]]

Latest revision as of 14:00, 19 March 2019

Related Pages
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All regular check transactions can be printed individually, or in a batch.

Any printable check can be reprinted individually, or reprinted as a batch.

Setup and Print Options

Prior to printing checks, verify the check form type is configured.

See: Order Printable Checks to order pre-printed check stock.

When a check is printed, the internal check number can be printed on the check if Print Check # -> Yes is selected.

Menu-accounting-print-checks-printcheckyes.png

Print a Single Check

  1. Load an existing check using the Express Checks interface.
  2. Select Print.
    Accounting-expresschecks-print.png
  3. The Bank Code and Check Number will pre-fill.
    Accounting-printchecks-single.png
  4. Select Printer to verify the selected check printer, and select Print.
  5. Yes to confirm the checks printed successfully, or No to leave the check saved as Not Issued.
    Menu-accounting-print-checks-checksok.png

Print a Batch or Range of Checks

Any regular check matching the bank and date criteria will be included in a single batch unless:

  • The check has been previously flagged as Issued (Printed)
  • The check was created as Check Type -> Do Not Print
  • The check was created as Check Type -> Wire Transfer.

Prior to printing a range of checks, it is recommended to use the a check register report to preview the pending transactions.

  1. Select Accounting -> Print Checks. (Optionally, Print Checks can be selected from the Company, Producer or Vendor menu)
  2. Enter the Bank Code.
  3. Change the Date Method if needed. (Default = Entry Date)
  4. Change the Start Date and End Date if needed. (Default = Current Day)
    Menu-accounting-print-checks-selectbank.png
  5. Select Printer to verify the selected check printer, and select Print.
  6. Yes to confirm the checks printed successfully, or No to leave the check saved as Not Issued.
    Menu-accounting-print-checks-checksok.png

Reprint a Single Check or a Batch of Checks

Prior to reprinting a check, if the check number needs to be changed, see: Express Checks: Reissue a check with a new number. After reissuing a check with a new number, follow the normal steps above to print a check or range of checks.

If a check or batch of checks has already been printed, an option exists to ignore the Issued/Printed status, and reprint any valid check.

  1. Follow the instructions above to select a single check, or a batch of checks.
  2. Prior to selecting Print, select Reprint Check.
    Menu-accounting-print-checks-reprintyes.png
  3. Select Printer to verify the selected check printer, and select Print.
  4. Yes to confirm the checks printed successfully, or No to leave the check saved as Not Issued.
    Menu-accounting-print-checks-checksok.png