How_do_I_enter_checks_2025.11_

How do I enter checks? (2025.11)

Use Enter Checks to create a check record to save payee and check detail record, then print a physical check. You can use Enter Checks to set up a new payee, retrieve payee information from the Payee table in Check on Demand, or retrieve payee information from an interfaced application.

Checks can be printed immediately from the Enter Checks program or printed later as part of the batch check printing program titled Print Checks.

You may need to write checks for 

  • a one-time vendor

  • a refund recipient who's not a customer on file

  • an employee for a reimbursement

  • a donation or grant recipient

 

The Enter Checks view was updated in the 2025.11 release. The changes include updating the look and feel of the view, renamed Look In with Source Application, and fixing issues.

 

Webinar: Enter and print checks

 

 

 

Entering a check

1. Open Connect Check on Demand > Checks > Enter Checks.

2. Select the source application. 

The source application is the application that is issuing the check and will be updated with the check information when the check is saved. 

Enter Checks, Source application

 

  • Accounts Payable. 

  • Accounts Receivable

  • Business License

  • Check on Demand (payee isn't a vendor, customer, or employee)

  • Payroll - Employee

  • Utility Management

 

3. Enter the payee name, and then press Enter. 

Clicking Search  to search for a payee in the source application (for example, if the source application is Utility Management, then the search list will show utility customers). 

Enter Checks, Name

 

 

4. Enter the check detail. 

The check detail is the specific information associated with an individual check transaction. It includes the financial and descriptive data that shows who was paid, how much, why, and how it was processed. 

Enter Checks, Detail tab

 

  • Source.identifies the origin of the check. 

  • Description. Transaction description explaining the reason for the payment (for example, "Invoice #4567 for services:)

  • GL account. The general ledger account the amount is applied to (for example, office supplies, travel, payroll, deposit, and so on). 

  • Amount. The total dollar value of the detail line. 

 

Press Enter again to save the detail, and then enter the next detail until you have finished entering the check detail. 

 

5. Click Save  (CTRL+S). 

The grid on the Check tab shows the saved check—including the check information, if the check was printed, and what was the check amount. 

Enter Checks, Grid

 

 

 

Printing checks from Enter Checks

There are two options for printing checks: always print a check  and batch printing checks. Choose the check printing option that best suits your needs.

Always print a check

You can set up the default setting in Options  (F12) to print each check immediately after it is saved. Select the checkbox titled Print Checks and then select the check form layout and click OK. When you finish entering a check, the check prints.

Enter Checks, Check Options

 

 

Batch printing checks

Use Reports > Checks to send a group of checks to the printer. If you have trouble, click here. For help printing checks in batch form, see the help topic titled How do I batch print checks?

 

Entering checks to print in batch form

Instead of entering a check and printing it immediately after the check is entered, using batch form allows you to enter multiple checks and then print all of the checks at once.

Before you get started

  • In the Organization table, remove the checkmark in the checkbox titled Require Check Number.

Do this...

1. Open Connect Check on Demand > Checks > Enter Checks.

2. When you set up the Options, do not select the checkbox titled Print Checks.

Set up the check date and update options as usual.

If you will print the checks later, you may want to change the Check Date to show the check issue date instead of the check entry date.

 

When you're done, click OK.

The Enter Checks form displays.

 

3. Enter zero (0) as the Check Number.

If the Check Number field will not allow a zero (0) check number, see the section titled I want to print checks in batch form, but the Check Number field won't allow zero as a check number.

 

4. Enter the rest of the check as usual.

 

5. Click Save  (CTRL+S).

The check is saved and the fields on the Enter Checks form are cleared.

6. Now, you're ready to enter the next check. 

You have finished entering a batch of checks. When you're ready to print checks, use the Check report, see the help topic titled How Do I Print Checks?

 

Deleting checks

If you need to delete a check, use the Delete Checks routine to leave an audit trail.

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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