Difference between revisions of "Print Checks"

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#*'''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.
 
#*'''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.
  
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==Menu Location==
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 +
'''Funds > Lists > Print Checks'''
  
 
'''Instructions for Printing Checks'''  
 
'''Instructions for Printing Checks'''  
−
#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.
 
 
#The setup box will appear.
 
#The setup box will appear.
 
#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.
 
#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.
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#Select '''Check Type'''--either Summary or Detail.  
 
#Select '''Check Type'''--either Summary or Detail.  
 
#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.
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#*'''NOTE''': This only applies to the Check Type Detail.
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#Refer to the '''Customize''' instructions below this group of instructions.
 
#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.
 
#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
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−
#*'''Setup'''--Returns to the setup box
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−
#*'''Print'''--Prints the report on the screen. This '''does not''' print the checks.
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−
#*'''Help'''--Displays the WIKI help information for the Funds System
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'''Buttons at the bottom of the screen'''
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#*'''Print Checks'''--Make this selection to either print a proof set of checks or the print the actual 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.
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:'''Setup'''--Returns to the setup box
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#**'''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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:'''Print'''--Prints the report on the screen. This '''does not''' print the checks.
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:'''Help'''--Displays the WIKI help information for the Funds System
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:'''Print Checks'''--Will autopost the check number to the transaction.
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:'''Test Print'''--Test printing check without recording check number and clearing.
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 +
 
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'''How to Customize the position of information on the Checks.'''
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#Click the '''Customize''' button on the setup box.
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#Positions of the following items can be changed:
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#*Date--adjustment from -1 to +3 in half line increments
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#*Name--adjustment from -1 to +4 in half line increments
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#*Address--adjustment from -1 to +4 in half line increments
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#*Amount--adjustment from -1 to +3 in half line increments
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#*Stub--adjustment from -1 to +4 in half line increments
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#It is recommended that you adjust the position of only one item at a time beginning with the item lowest on the check or stub.
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#Making a few copies of a blank check and using it in the printer will also help facilitate this process.
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#Be sure to click the '''Save''' button as you finalize the adjustment for each section of the check.
 +
 
 +
 
  
  
 
'''Instructions to print the checks'''
 
'''Instructions to print the checks'''
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#Be sure that checks are in the printer in the correct position.
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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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#The options for printing checks include the buttons at the bottom right of the preview window '''Print Checks''' or '''Test Print'''
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#After clicking the '''Print Checks''' button a print preview will appear on the screen.
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:::'''Print Checks''' - Will auto post the check number to the transaction.
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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.  
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:::'''Test Print''' - Test printing check without recording check number and clearing.
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#Click the printer icon at the right end of this rectangle. Another print preview will appear.
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#For both print options a preview will display on the left side of the window.
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#Click the printer icon. Another print preview will appear.
 
#Click the print button at the top left to print the report. Close the print preview.
 
#Click the print button at the top left to print the report. Close the print preview.
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 +
 +
----
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[[Funds|'''Funds''' Main Page]]
 +
 +
----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 11:51, 20 July 2023

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.

Menu Location

Funds > Lists > Print Checks

Instructions for Printing Checks

  1. The setup box will appear.
  2. 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.
  3. Determine the starting check number and be sure to load checks into the printer when you are ready to print the actual checks.
  4. Decide whether you are printing Duplicate Stubs and answer yes/no appropriately.
  5. Select Check Type--either Summary or Detail.
  6. Select Print on Comment--this selection will print either the comment field, the ref #, or will be left blank.
    • NOTE: This only applies to the Check Type Detail.
  7. Refer to the Customize instructions below this group of instructions.
  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.


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--Will autopost the check number to the transaction.
Test Print--Test printing check without recording check number and clearing.


How to Customize the position of information on the Checks.

  1. Click the Customize button on the setup box.
  2. Positions of the following items can be changed:
    • Date--adjustment from -1 to +3 in half line increments
    • Name--adjustment from -1 to +4 in half line increments
    • Address--adjustment from -1 to +4 in half line increments
    • Amount--adjustment from -1 to +3 in half line increments
    • Stub--adjustment from -1 to +4 in half line increments
  3. It is recommended that you adjust the position of only one item at a time beginning with the item lowest on the check or stub.
  4. Making a few copies of a blank check and using it in the printer will also help facilitate this process.
  5. Be sure to click the Save button as you finalize the adjustment for each section of the check.



Instructions to print the checks

  1. The options for printing checks include the buttons at the bottom right of the preview window Print Checks or Test Print
Print Checks - Will auto post the check number to the transaction.
Test Print - Test printing check without recording check number and clearing.
  1. For both print options a preview will display on the left side of the window.
  2. Click the printer icon. Another print preview will appear.
  3. Click the print button at the top left to print the report. Close the print preview.


Funds Main Page

JCampus Main Page

Retrieved from EDgear Wiki