Difference between revisions of "Report: Check Register: Not Issued Checks (Not Yet Printed)"

From Agency Systems Wiki
Jump to navigation Jump to search
(initial save)
 
(updated images)
 
(3 intermediate revisions by 2 users not shown)
Line 33: Line 33:
 
</table>
 
</table>
 
==== Overview ====
 
==== Overview ====
−
All [[:Category:Checks|check transactions]] created through [[:Category:Payables|reconcile]] can be printed individually, or in a batch.  Prior to [[Print a Check or Range of Checks|printing a range of checks]], it is recommended to use the a [[Report: Check Register|check register report]] to preview the pending transactions.  
+
All [[:Category:Checks|check transactions]] can be printed individually, or in a batch.  Prior to [[Print a Check or Range of Checks|printing a range of checks]], it is recommended to use the a [[Report: Check Register|check register report]] to preview the pending transactions.  
  
 
Any regular check matching the [[Bank Profile|bank]] and date criteria is automatically printed using the [[Print a Check or Range of Checks|print checks]] option unless:
 
Any regular check matching the [[Bank Profile|bank]] and date criteria is automatically printed using the [[Print a Check or Range of Checks|print checks]] option unless:
 
*The check has been previously flagged as '''Issued''' (Printed)
 
*The check has been previously flagged as '''Issued''' (Printed)
−
*Initially created as '''Check Type -> Do Not Print'''
+
*The check was created as '''Check Type -> Regular - Don't Print'''
−
*Initially created as '''Check Type -> Wire Transfer'''.  
+
*The check was created as '''Check Type -> Wire/EFT'''.
 +
 
 
==== Process ====
 
==== Process ====
−
#Select '''A/P -> Check Reports -> Check Register'''.
+
#Select '''Reports -> Check Reports -> Check Register'''.
 
#Enter the '''Bank''' code assigned to the checks.  
 
#Enter the '''Bank''' code assigned to the checks.  
 
#Enter the '''Start date''' and '''End date''' which will be used on the [[Print a Check or Range of Checks|print checks screen]].
 
#Enter the '''Start date''' and '''End date''' which will be used on the [[Print a Check or Range of Checks|print checks screen]].
 
#Select '''Type -> Not Issued Checks Only'''.  
 
#Select '''Type -> Not Issued Checks Only'''.  
−
#:[[File:Report-checkreg-notissued.png]]
+
#:[[File:Reports-checkregister-notissued.png]]
 
#Select '''Preview'''.
 
#Select '''Preview'''.
−
#:[[File:Report-checkreg-notissued-preview.png]]
+
#:[[File:reports-checkregister-notissued-preview.png]]

Latest revision as of 14:56, 17 April 2019

Related Pages
Related Categories

Overview

All check transactions can be printed individually, or in a batch. Prior to printing a range of checks, it is recommended to use the a check register report to preview the pending transactions.

Any regular check matching the bank and date criteria is automatically printed using the print checks option unless:

  • The check has been previously flagged as Issued (Printed)
  • The check was created as Check Type -> Regular - Don't Print
  • The check was created as Check Type -> Wire/EFT.

Process

  1. Select Reports -> Check Reports -> Check Register.
  2. Enter the Bank code assigned to the checks.
  3. Enter the Start date and End date which will be used on the print checks screen.
  4. Select Type -> Not Issued Checks Only.
    Reports-checkregister-notissued.png
  5. Select Preview.
    Reports-checkregister-notissued-preview.png
Retrieved from "http://wiki.agencysystems.com/index.php?title=Report:_Check_Register:_Not_Issued_Checks_(Not_Yet_Printed)&oldid=5963"