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cats:procedures:accounting:transactions:printingchecks [2015/07/31 13:42] – [Setting up the Check Format] amanda | cats:procedures:accounting:transactions:printingchecks [2019/07/02 16:22] (current) – jen | ||
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=====How to Print Checks from CATS===== | =====How to Print Checks from CATS===== | ||
+ | {{entry> | ||
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. | ||
+ | |||
====Quick Guide Steps==== | ====Quick Guide Steps==== | ||
- From the main (**File**) menu, select **Accounting > Transactions > Disbursements**. | - From the main (**File**) menu, select **Accounting > Transactions > Disbursements**. | ||
- | - Choose **Print Checks** from the toolbar menu. | + | - Choose **Print Checks** |
+ | - Select the invoices from the chooser (if applicable) and pick **Continue**. | ||
+ | - Confirm you want to print checks by clicking **Yes** when prompted. | ||
+ | - Enter the **Starting Check No**, **Check Date**, and optional **Message**, | ||
+ | - Choose **Printer** from the print menu. | ||
+ | - When asked if checks printed properly, select **Yes** to confirm attaching the check number to the transaction or **No** to reprint checks. | ||
====Setting up the Check Format==== | ====Setting up the Check Format==== | ||
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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: |
[{{: | [{{: | ||
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From the pending disbursements screen, select **Print Check** > **One Transaction**, | From the pending disbursements screen, select **Print Check** > **One Transaction**, | ||
- | {{: | + | [{{: |
+ | If you have selected **One Check**, the transaction you currently have highlighted will be the one printed. | ||
- | If you entered a range, you will be asked to select multiple transactions from a chooser. Pick transactions and choose | + | If you chose **Select Range**, you will be asked to select multiple transactions from a chooser. Pick transactions and click the **Continue** button to proceed. |
+ | [{{: | ||
+ | CATS will ask you to confirm that you wish to print these checks, stating the **Jr Trn** number, which is visible in the pending transactions scan. Select **Yes** to proceed with the printing process or **No** to cancel printing. | ||
+ | [{{: | ||
- | CATS will ask you to confirm | + | On the next screen, fill in the **Starting Check No**, **Check Date**, and any **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. | ||
+ | [{{: | ||
- | On the next screen, fill in the starting check number, date, and any message that you want to appear on the check. Select Print Checks to print a check, or Print Void Sample Only to print a sample | + | Choose **Printer** from the print menu to print out the checks. The HTML option is not formatted for printing checks. |
- | Pick Apply to proceed. | + | [{{: |
+ | After printing has concluded, CATS will ask you if the checks printed properly. Select **Yes** to return to the pending disbursements scan or **No** to attempt printing the check again. | ||
+ | [{{: | ||
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+ | <note important> | ||
- | Choose Printer | + | CATS will attach the check number |
+ | [{{: | ||
When finished, either void the checks if you intend to reprint them or post the disbursement. | When finished, either void the checks if you intend to reprint them or post the disbursement. | ||
- | You will not be able to modify a disbursement after a check has been printed. | + | |
+ | <note important> | ||
+ | {{tag>" |