Printing Checks in Connected

Printing checks is done during the Post Payments operation. Printing checks can be done individually (one check) or in a group/batch (check run). Checks are reviewed and then printed before posting takes place. If an issue occurs during printing the checks can be re-printed and renumbered before posting is completed.

When a check is printed and payment posted, the Vendor balance and corresponding reports are updated, along with the financial accounting for the General Ledger accounts.

Reference Links:
>> Voiding a Vendor Payment

>> Customizing Forms in Connected (including Checks)

There are two options for printing checks. Each is explained in the sections below.

Article Contents:

• Option 1 - Printing a Check Run
• Option 2 - Printing a Single Check
• Reprinting Checks

Option 1: Printing a Group of Checks (aka 'Check Run')

To print a group of checks in a check run, the payments must first be created.  This can be done using the "Make Payments" feature or by manually creating each payment one at a time.

Once payments are created, checks can be printed using the following steps:

1) Click "Post Payments" in the Connected Desktop, under Purchasing and Payables or select "Post Payments" from the A/P menu.

The following Post Payments window appears:

2) Make a Bank and Payment selection.

NOTE:  If two different banks are using different currencies and check numbers,  post/print will need to be done one bank at a time in order to number checks correctly.

3) Click the Review Payments button to generate the final pre-posting report. A final warning message will appear indicating the posting process is final. Click OK to proceed.

4) The following Post Payments screen(s) will appear.  Each Payment will appear but the "Check No" column is blank. Check Numbers are assigned in the next step.

There are two Posting reports (three reports if the Job Costing module is activated). The first report as seen above shows the detail for each vendor check, typically without the check numbers. The second report is displayed by clicking the Distribution tab, shows the net affect on the General Ledger accounts.

NOTE: To print any of these pre-posting reports, click the Print Icon on the top right to view printing options. The print out will only be for the current tab selected.

5) Click the Proceed button in the top right to continue. The following window "Post Payments: Print Check Forms" window will appear for check numbering and print selection.

Enter a "Check forms numbered" value, which will serve as the beginning check number. A printer and tray selection, the location of the check forms, is also made.

NOTE: A check number cannot be added if "Auto Number Checks" in the G/L Defaults screen. This is a rarely used feature and typically not recommended.

6) After confirming the check and printer location, click Print Checks to continue. The following window will appear after the checks have been printed. Do not close this window until all checks have been confirmed to have printed OK.  If printing was successful, proceed by selecting the Post Payments button. If there was a printing error, please refer to the "Reprinting Checks" topic later in this article.

7) If you select Post Payments, the following screen will appear. Click Yes to continue or No to abort.

When posting is complete, a dialogue box will appear indicating how many checks were posted. Click OK to complete the posting/check printing.

Option 2: Printing a Single Check

Checks can be printing in a "check run" as explained in the previous section.  If a single check needs to be printed, this is can be done from the Payments window, using the Quick Post feature.

1) After a payment has been saved, click the "Post this Payment" icon, as shown in the following screen.

2) Follow the same steps as in Option 1 above for printing and posting a check.  The only difference is there is a single check, vs a group or batch.

Reprinting Checks

Checks can easily be reprinted from Connected. Sometimes there is an error printing, a paper jam, or the forms were placed upside down. 

No matter what the reason, checks can be reprinted in two ways.

• Abort the entire posting process. Repost and renumber the checks at the time of the new posting.
• Reprint Checks, from within post/print process.

To reprint checks:

1) When the print process is complete the following message will appear. Select the "Reprint Checks" option.

2) The following screen will appear:

3) Enter the number range of the checks to be reprinted in the Reprint from Check No field.  If you only need to reprint one check, enter its number in both boxes. For example, to reprint check 622, enter 622 to 622. The screen above shows a reprint of 11 checks.

4) Enter the next number on your check forms in the Starting Check forms number field. All of the checks will be renumbered based on the starting number entered here.

5) Repeat steps 2-4 until all the checks have been printed correctly. The following message re-appears after printing.

6) Click Reprint Checks if you need to reprint any other unposted checks. Select Post Payments if all the checks have been printed correctly.

Additional Reference Links:

Voiding a Vendor Payment

Customizing Forms in Connected (including Checks)