Difference between revisions of "Print Checks"

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#Select '''Print on Comment'''--this selection will print either the comment field, the ref #, or will be left blank.
 
#Select '''Print on Comment'''--this selection will print either the comment field, the ref #, or will be left blank.
 
#Click '''OK''' to move to the next screen.
 
#Click '''OK''' to move to the next screen.
 +
#A '''Print Check List''' will appear showing check numbers to be assigned to the various entries. If multiple entries are being paid to the same vendor the items will have the same check number.
 
#The next screen will show the list of transactions for which a check is needed and what the check number will be when the checks are actually printed.
 
#The next screen will show the list of transactions for which a check is needed and what the check number will be when the checks are actually printed.
 
#Buttons at the bottom of the screen
 
#Buttons at the bottom of the screen
 
#*'''Setup'''--Returns to the setup box
 
#*'''Setup'''--Returns to the setup box
−
#*'''Print'''--Prints the report on the screen. This does not print the checks.
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#*'''Print'''--Prints the report on the screen. This '''does not''' print the checks.
 
#*'''Help'''--Displays the WIKI help information for the Funds System
 
#*'''Help'''--Displays the WIKI help information for the Funds System
 
#*'''Print Checks'''--Make this selection to either print a proof set of checks or the print the actual checks.
 
#*'''Print Checks'''--Make this selection to either print a proof set of checks or the print the actual checks.
−
#**'''Paper Checks'''--This will print a set of “paper checks” as a backup showing the check numbers that will be assigned to each entry or group of entries. This set can be used as a proof set of checks.
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#**'''Paper Checks'''--This will print a set of '''paper checks''' showing the check numbers that will be assigned to each entry or group of entries. This set can be used as a proof set of checks.
 +
#**'''Print Checks'''--This will assign the check number to the entries and insert the check number into each record. The print preview will appear on the screen. Use the instructions below to print the checks.
  
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Click OK and a “Print Check List” will appear showing check numbers to be assigned to the various entries. If multiple entries are being paid to the same vendor the items will have the same check number.
 
  
−
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'''Instructions to print the checks'''
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Click the Print button at the bottom left of the screen and you will see a popup with three buttons: Paper Checks, Print Checks, and Cancel.
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#Be sure that checks are in the printer in the correct position.
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a) Paper checks—proof set of checks (be sure to use regular printer paper and not the actual checks). Check numbers are included on these checks, but the numbers have NOT been entered into the transaction records at this time.
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#'''NOTE'''--When you click the '''Print Checks''' and get the preview, check numbers are entered into the transaction records at this time.  
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b) Print checks—be sure that checks are in the printer in the correct position. Check numbers are created and entered into the transaction records at this time.
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#After clicking the '''Print Checks''' button a print preview will appear on the screen.
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c) Cancel—nothing prints at this time. Screen returns to the “print checks list”.
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#'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.  
 +
#Click the print icon at the right end of this rectangle. Another print preview will appear.
 +
#Click the print button at the top left to print the report. Close the print preview.

Revision as of 15:31, 23 March 2015

Printing Computer Generated Checks


Conditions under which the computer will print checks

  1. Post a Transaction type 10 and leave the CKNO field blank; or
  2. Post a Transaction type 12 and leave the CKNO field blank.
    • NOTE--The Check Number field MUST be left blank on each of these two transaction types in order for a check to be printed by the computer/printer.


Instructions for Printing Checks

  1. After posting a group of entries for which checks need to be printed, select the Print Checks item from Funds/Lists/Print Checks menu on the left side of the screen.
  2. The setup box will appear.
  3. Select the Print All Checks On or Before date. Any check posted on the date selected and before that date whose transaction type is either 10 or 12 will be printed.
  4. Determine the starting check number and be sure to load checks into the printer when you are ready to print the actual checks.
  5. Decide whether you are printing Duplicate Stubs and answer yes/no appropriately.
  6. Select Check Type--either Summary or Detail.
  7. Select Print on Comment--this selection will print either the comment field, the ref #, or will be left blank.
  8. Click OK to move to the next screen.
  9. A Print Check List will appear showing check numbers to be assigned to the various entries. If multiple entries are being paid to the same vendor the items will have the same check number.
  10. The next screen will show the list of transactions for which a check is needed and what the check number will be when the checks are actually printed.
  11. Buttons at the bottom of the screen
    • Setup--Returns to the setup box
    • Print--Prints the report on the screen. This does not print the checks.
    • Help--Displays the WIKI help information for the Funds System
    • Print Checks--Make this selection to either print a proof set of checks or the print the actual checks.
      • Paper Checks--This will print a set of paper checks showing the check numbers that will be assigned to each entry or group of entries. This set can be used as a proof set of checks.
      • Print Checks--This will assign the check number to the entries and insert the check number into each record. The print preview will appear on the screen. Use the instructions below to print the checks.


Instructions to print the checks

  1. Be sure that checks are in the printer in the correct position.
  2. NOTE--When you click the Print Checks and get the preview, check numbers are entered into the transaction records at this time.
  3. After clicking the Print Checks button a print preview will appear on the screen.
  4. To get the print icon on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
  5. Click the print icon at the right end of this rectangle. Another print preview will appear.
  6. Click the print button at the top left to print the report. Close the print preview.
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