Check_Inquiry

Check Inquiry

Use Check Inquiry to view check records and related transactions.

 

Webinar: Searching for check details

 

Webinar: Check on Demand Refresher Training

The section for Check Inquiry starts at 47m50s.

 

Launching Check Inquiry

1. Open Check on Demand > Check Inquiry.

2. Search for a check by check number or payee name.

Select Check Number from the drop-down list in the Lookup field. Then type the check number in the Check Number field and press Enter. To search by payee name, select Name from the drop-down list in the Lookup field. Then type the payee name connected with the check you are looking for in the Name field and press Enter.

3. Click on the Transactions tab.

4. Set up the Selection Criteria that you wish to search for.

5. Click Apply.

Note: Double-clicking a row in the Transaction grid will display the check information on the Checks tab.

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I view the check cleared date in Vendor Inquiry?

      Set up the columns in the transaction grid to show the check cleared date. You can add the cleared date column to the transaction grid on the check summary tab, check detail tab, or check single tab. Adding the cleared date column will display when ...

    • How do I check account balances? (Account Inquiry)

      Verify amounts received from Caselle subsystems have posted to General Ledger. Checking account balances 1. Open Connect General Ledger > Account Inquiry. 2. Verify that the amounts updated from the associated Connect applications have been updated ...

    • I want to set up Vendor Inquiry to always show the check detail for invoices. How do I do that?

      Issue I'm working on an invoice in Vendor Inquiry. When I look at an invoice to see the invoice detail I want to change the settings so I see all of the check sequences for the check and not just the first sequence. How do I do that? Solution When ...

    • How do I look up a vendor? (Vendor inquiry)

      In Vendor Inquiry, you can look up vendor information using the Vendor primary or secondary name Invoice number Check number Purchase order number Looking up a vendor 1. Open Connect Accounts Payable > Vendor Inquiry. 2. Use the Vendor menu to enter ...

    • How do I add additional columns to Vendor Inquiry?

      Add columns to the Vendor Inquiry screen to display additional information stored in the vendor file. Adding additional fields to Vendor Inquiry 1. Open Connect Accounts Payable > Vendor Inquiry. 2. Click to select the Invoices tab. 3. Click to ...