Cheque Printing

To be able to use cheque printing, you need to arrange to have a customised Crystal report set up by Advanced (please contact your Account Manager for details). The Crystal report format will print 3 cheques to an A4 page.

The Options menu enables you to import a customised Crystal report template. You also have the option to use a Word template to print cheques – in the format of one cheque to an A4 page (the cheque takes up half the page and the other half of the page forms a remittance slip for the file). For this cheque printing option, you need a user-designed Word template to be set up by your system administrator, in Utilities.

Note If you are using cheque printing, when posting Disbursements, Nominal Cash Cheque, and Client Cash Cheque, all postings will have to have the reference CHQ for them to appear in this list ready to be printed.

You can also Batch print cheques.

1. Open Accounts.
2. Select a batch, if required.
3. On the Tools menu, in the Reports section, click Cheque Printing.
4. The Cheque Info tab will default to show the first available bank and the first available branch. Change these as required. You can only print cheques for one branch/bank at a time.
   • To print individual cheques click in the blank column for that cheque and a tick will be added.
   • To print off all cheques click on Select All.
5. Once all cheques to be printed have been selected click on the Report Criteria tab.
6. Select the print settings:
   • Print to. Select whether to print to a Crystal Report template or to a user-designed Word template (see above).
   • Template. Select the template to print to.
7. The Preview and Print buttons will not be available for you to click on until a cheque number has been entered. Enter the first cheque number for the bank you have chosen on the previous tab, if you have your own cheque template set up, select the template from the drop-down list.
8. Once you have used your customised template it will appear as the default template. If you wish to preview the cheques prior to printing click on preview, if you wish to print the cheques without previewing click on Print.
9. Ensure the cheques have printed correctly and click No to remove the cheques from the print list. If the cheques have not printed correctly click Yes and enter the new cheque number.