cats:procedures:accounting:transactions:printingchecks

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cats:procedures:accounting:transactions:printingchecks [2015/07/31 14:06] – amandacats:procedures:accounting:transactions:printingchecks [2017/12/19 03:21] – external edit 127.0.0.1
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 =====How to Print Checks from CATS===== =====How to Print Checks from CATS=====
 Before printing on check paper, please see the section on Setting up the Check Format below. Before printing on check paper, please see the section on Setting up the Check Format below.
 +{{entry>0;Printing/Print Checks;-}}
 ====Quick Guide Steps==== ====Quick Guide Steps====
   - From the main (**File**) menu, select **Accounting > Transactions > Disbursements**.    - From the main (**File**) menu, select **Accounting > Transactions > Disbursements**. 
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 First, print a check from CATS (see the instructions above or below) to a piece of paper or a voided check. Line up the paper check with a blank check to see which items need to be moved.  First, print a check from CATS (see the instructions above or below) to a piece of paper or a voided check. Line up the paper check with a blank check to see which items need to be moved. 
  
-From the pending disbursements scan, select **Check Format** from the toolbar menu. +From the [[cats:procedures:accounting:transactions:enteringdisbursements|pending disbursements scan]], select **Check Format** from the toolbar menu. 
 [{{:cats:procedures:accounting:transactions:printchecks_checkformattoolbarmenu.png|Choose Check Format from the pending scan menu.}}] [{{:cats:procedures:accounting:transactions:printchecks_checkformattoolbarmenu.png|Choose Check Format from the pending scan menu.}}]
  
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 [{{:cats:procedures:accounting:transactions:printchecks_confirmprinttwotransactions.png|Select **Yes** to proceed with the printing process or **No** to cancel printing.}}] [{{:cats:procedures:accounting:transactions:printchecks_confirmprinttwotransactions.png|Select **Yes** to proceed with the printing process or **No** to cancel printing.}}]
  
-On the next screen, fill in the **Starting Check No**, **Check Date**, and any **Message** that you want to appear on the check.  +On the next screen, fill in the **Starting Check No**, **Check Date**, and any **Message** that you want to appear on the printed check. This message does not save from printing to printing.   
-{{:cats:procedures:accounting:transactions:printchecks_checknoapplyprint.png|Fill in the Starting Check No, Check Date and optional Message.}}+[{{:cats:procedures:accounting:transactions:printchecks_checknoapplyprint.png|Fill in the Starting Check No, Check Date and optional Message.}}]
  
 From the drop-down box pick **Print Checks** to print a check, or **Print Void Sample Only** to print a sample to paper. Click the **Apply** button to proceed. From the drop-down box pick **Print Checks** to print a check, or **Print Void Sample Only** to print a sample to paper. Click the **Apply** button to proceed.
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 [{{:cats:procedures:accounting:transactions:printchecks_printproperlyyesno.png|Choose Yes to accept these checks and return to the disbursements scan.}}] [{{:cats:procedures:accounting:transactions:printchecks_printproperlyyesno.png|Choose Yes to accept these checks and return to the disbursements scan.}}]
    
-<note important>If you select **Yes**, you will not be able to print the checks again. You will need to delete the transaction and re-enter it to print the check again.</note >+<note important>If you select **Yes**, you will not be able to print the checks again. You will need to delete the transaction and re-enter it to print the check again.</note>
  
 CATS will attach the check number to the pending disbursement and fill in that field on the scan, as shown in the image below. CATS will attach the check number to the pending disbursement and fill in that field on the scan, as shown in the image below.
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 <note important>You will not be able to modify a disbursement after a check has been printed.</note>  <note important>You will not be able to modify a disbursement after a check has been printed.</note> 
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 +{{tag>"Print checks" "Checks"}}
  • cats/procedures/accounting/transactions/printingchecks.txt
  • Last modified: 2019/07/02 16:22
  • by jen