Print Checks

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.
   • NOTE: This only applies to the Check Type Detail.
8. Refer to the Customize instructions below this group of instructions.
9. Click OK to move to the next screen.
10. 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.
11. 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--Make this selection to get the popup that allows you to either print paper checks or the actual checks.

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. You must click the Print Checks button at the bottom right of the preview window to get the popup that has the print options on the screen.
2. The options for printing checks include Paper Checks and Print Checks.

Paper Checks will print a preview set of checks. Assigned check numbers will NOT be entered in the transactions with this option.

Print Checks will print the actual checks. This option requires that blank checks have been placed in the printer.

1. Check numbers are entered on the transactions when the print checks option is selected on the popup.
2. For both print options a preview will display on the left side of the window.
3. 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.
4. Click the printer icon at the right end of this rectangle. Another print preview will appear.
5. Click the print button at the top left to print the report. Close the print preview.