FAQ > Managing Banks
How do I setup check printing?
Here are the steps for you to setup check printing:
1. You have to pick check stock for bank account. You can do this while setting up your bank details or if bank account has already been setup you go to Bank Center, select the bank do Edit Bank Details from Take Actions menu and select the check stock from Print Checks link.
Check for printing are represented by Owner Draws and Vendor Payments in Simplifyem.
Each Owner draw/vendor payment has to
-
- Be mapped to bank account
- Checkbox for Check printable
- Date of check is after tracking date for bank account.
Here is an example to print check for a owner (owner draw). Similarly you can do it for Vendor Payment from Vendor Center.
Be mapped to bank account.
To map a owner to a bank account, go to the Bank center and in the Add/Edit bank details page, click on the link Make the default for the following transaction types of Owners and Vendors and click on the check box next to the owners who you want to map to this bank account.
Checkbox for Check printable
Now from the Owner Center page, select the name of the owner and click on the Take Actions drop down and select Edit Owner Details. In the Edit owner details page, select the checkbox next to Print checks for this Owner
Date of Check
The check should be dated after the tracking date set for the bank account. You can set/edit the tracking date for a bank account in the Bank Center page.
