Set up a master bank record to share the next available check number with Connect applications that use the master bank record to create check transactions. 

For example, City ABC uses the same check stock to print checks for accounts payable, payroll, and utilities. Joe sets up the master bank record to share the next check number with other Connect applications. When Joe prints checks for accounts payable, Connect will use the next check number in the master bank record as the check number on the check that's being printed. Connect uses the last check number that was used to print checks in accounts payable, adds one to the last check number, and then saves it as the next check number in the master bank record. 

Master Bank Next Check Number = Last Check Number + 1

 

Sharing check numbers solves the issue when more than one Connect application uses the same bank to create check transactions. 

This feature is available in the 2022.08 release. You can use it to use the master bank record to share check numbers and ACH voucher numbers with other Connect applications that use the master bank record. 

 

Sharing check numbers with Connect applications

Use this option to store the next check number with the master bank record in System Management. Routines that create checks will use the next available check number from the master bank record. Running a routine that creates checks will use the master bank record to fill in the check number. 

 

 

Do this...

1. Open Connect System Management > Master Records > Setup/Modify Banks. 

2. Click to select the Issue Checks checkbox. 

3. Click to select the Share Check Numbers checkbox. 

4. When the Sync Check Numbers dialog box displays, click Yes.

This warning is to remind you that setting up this option will share check numbers with every Connect application that uses the master bank record to create check transactions. 

Sync Check Numbers

 

5. Fill in the next check number and ACH voucher number, and then click OK. 

Choose a check number that has not been used by the Connect applications that use the master bank record. If you are using the master bank record for ACH transactions, enter an ACH voucher number that has not been used by the Connect applications that use the master bank record to create ACH transactions.  

Next Check Numbers

 

When you look up a bank record in an application, the check issue information section will show the next check number and next ACH voucher number that's stored in the master bank record. If you need to change the check number or ACH voucher number, you will need to make those changes to the master bank record in System Management. 

 

Application bank record

 

Not sharing check numbers with Connect applications

Use this option to store the next check number in the bank record in the application. Routines that create checks will use application bank record to fill in the check number. The application bank record will not share the next check number with the master bank record or update the next check number to another application with a bank record that was created for the same bank.

Application Bank Next Check Number = Last Check Number + 1

 

 

 

Do this...

1. Open Connect System Management > Master Records > Setup/Modify Banks. 

2. Remove the checkmark from the Share Check Numbers checkbox.  

 

 

 

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