cats:procedures:accounting:transactions:printingchecks

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cats:procedures:accounting:transactions:printingchecks [2015/07/31 13:54] – [Printing Checks from CATS] amandacats: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>0;Printing/Print Checks;-}}
 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** and one of the three options (**One Check**, **Select Range**, or **All**) from the toolbar menu.   
 +  - 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**, then click **Apply** to continue. 
 +  - 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: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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 From the pending disbursements screen, select **Print Check** > **One Transaction**, **Select Range**, or **All**.  From the pending disbursements screen, select **Print Check** > **One Transaction**, **Select Range**, or **All**. 
 [{{:cats:procedures:accounting:transactions:printchecks_selectfrommenu.png|Choose Print Check and one of the options from the submenu.}}] [{{:cats:procedures:accounting:transactions:printchecks_selectfrommenu.png|Choose Print Check and one of the options from the submenu.}}]
 +
 +If you have selected **One Check**, the transaction you currently have highlighted will be the one printed.
  
 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.  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. 
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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 number**, **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 Check Number, 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.
 +[{{:cats:procedures:accounting:transactions:printchecks_voidsampleoption.png|Choose to Print Checks or Print Void Sample Only, then click Apply to proceed.}}]
  
-Choose **Printer** from the print menu to print out the checks. +Choose **Printer** from the print menu to print out the checks. The HTML option is not formatted for printing checks.  
 +[{{:cats:procedures:printmenu_printer.png|Choose Printer from the print menu to print the checks to a printer.}}] 
 + 
 +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. 
 +[{{: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> 
 + 
 +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:procedures:accounting:transactions:printchecks_checknoonpendingscan.png|The Check Number has been filled in by CATS for these entries.}}]
  
-After printing has concluded, CATS will ask you if the checks printed properly.  
 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>You will not be able to modify a disbursement after a check has been printed.</note>  
 + 
 + 
 +{{tag>"Print checks" "Checks"}}
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  • Last modified: 2017/12/19 03:21
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