SS> Maintenance> Check Layout

Check Layout Maintenance

 

Summary

 

The Check Layout Maintenance window is used to create and maintain customized check layouts that meet your unique needs.

 

Related Links

 

Click here for information on AP Setup.

Click here for information on PR Setup.

 

Step by Step

 

1     Open the Check Layout screen (SS> Maintenance> Check Layout). 

 

  • The Check Layout screen will display all of the existing check layouts created in the application.
  • Use the Report drop-down menu and the Name field to filter the checks that are displayed in the data grid below.
  • Select a check layout and click DELETE to delete the selected layout.
  • The Create, Edit, Copy, Export, and Import functionality will be released in a future service pack.
  • Select a check layout and click EDIT to edit the selected layout.
    • This will open the selected layout in the Check Layout Maintenance screen.
  • Select a check layout and click COPY to create a copy of the selected layout.
    • This will create an exact copy of the selected layout. You will be required to specify a new, unique check layout name in order to save the copied layout.
  • Click EXPORT to export a selected check layout.
  • Click IMPORT to import a report layout from outside of the system.
  • Click CREATE CHECK LAYOUT to create a new report layout. This will open the Report Layout Maintenance window.

 

2     Create a new Check Layout.

 

  • The Check Layout Maintenance window consists of the Designer tab, the Advanced tab, the Labels tab, and the Settings window.
  • The Report drop-down menu is used to specify what type of layout will be created.
    • Once a selection is made in this field, the Designer tab above will populate with a graphical representation of the selected check.
    • The Configurable Check - 12 pt option is used for checks that meet additional bank requirements for payee validation.
      • When this report is selected, the resulting layout text will be 12 pt Ariel (other than the MICR line), the fields will print in uppercase, the TO THE ORDER OF label will display to the left of the Payee Information, and there will be 1/2" of white space around the Payee Information.
  • Enter a unique Name for the new check layout. This field can be up to 20 characters in length.
  • The three steps below outline how to customize the layout of the check. Please note that the changes made in the Settings section will not update the appearance of the check displayed in the Designer tab. You will need to print a test check in order to confirm the changes appear as desired.