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cats:procedures:accounting:transactions:printingchecks [2015/07/31 14:06] – [Quick Guide Steps] 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===== | ||
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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. | ||
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====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: |
[{{: | [{{: | ||
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From the pending disbursements screen, select **Print Check** > **One Transaction**, | From the pending disbursements screen, select **Print Check** > **One Transaction**, | ||
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+ | 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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[{{: | [{{: | ||
- | 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 |
- | {{: | + | [{{: |
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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- | <note important> | + | <note important> |
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> | <note important> | ||
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+ | {{tag>" |