Import_Checks_Description

Import Checks - Description

Enter a transaction description for the imported checks. Connect will use this description when the description is missing from the import file (for example, Imported check).

A description provides additional context or explanation for the payment being imported. It helps identify the purpose of the check, making it easier to understand, report on, and audit later. 

What the description might include:

  • The reason for payment. 

  • The invoice or reference number. 

  • The service or product purchased. 

  • A note for internal use. 

 

Examples of descriptions in a import file

 

Check Number

Payee

Amount

Description

10101

Acme Supplies

$500.00

Office supplies for May

10102

John Smith

$2,000

Contract work - invoice #INV2043

10103

City Utilities 

$300.75

Water bill -123 Main St., May 2025

 

Why the description is important?

  • Clear documentation. Explains what the check is for, improving transparency. 

  • Search and filtering. Makes it easier to find or filter records in reports. 

  • Better reporting. Adds useful detail to check registers and audit reports. 

  • Audit readiness. Auditors can quickly understand why a payment was made. 

  • Internal references. Helps staff recognize or verify the transaction later. 

 

Best practices

  • Keep descriptions short but meaningful. 

  • Avoid vague terms like "Payment". Be specific (for example, Repair invoice #4569).

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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