Buttons Act as Hyperlinks
Writing Checks from the Write Checks Form
Write Checks Form
Buttons Act as Hyperlinks
Writing Checks from the Write Checks Form
More detailed checks must be written from this form. You can write split checks (for more than one building and/or expense category). You can also fill in details about new Payees, including the mailing address that you want printed on the check.
To fill in The date field on the Write Checks Form |
The current date will be filled in on the check. Change the date as all dates are changed. If you are entering bills that you are going to pay (print) in the future, you can put the date the bill is due on the check. Then when the check is actually printed, the print date will replace the date you fill in now. |
To fill in the Pay To section from the Write Checks Form |
After opening the Write Checks form, you can click on the down arrow to view a list of previously entered contractors, payees and owners. You can scroll down this alphabetical list to find the payee you want. Single click on the Payee and the name will go into the Pay To area of the check. If the payee's address is known, it will appear in the address section of the check below. If this is a new Payee, simply type in the payee's name and address in the fields provided. Click the check box if you want the payee to show up in the drop down box in the future. |
To fill in the voucher section from the Write Checks Form |
The bottom section of the check works as a Data Grid. Each line of the Data Grid represents a different portion of the check total. Each portion is an expense that can be associated with different units, jobs etc. For example, say you want to write a check to Affordable Home Repairs for work on three different units for a total of $300.00. You can break up the total on the Data Grid so that each portion of the total will go to the expense record for each of the three units. First push the down arrow by the "building description" to choose from the list of buildings and units you previously entered on the BUILDING FORM. Single click on the building or unit to select it. Then a building description will be added to the description column. Next push the down arrow by the "Cat." column to choose the expense category this portion of the check should be assigned to. These categories can be changed by going to File/Chart of Accounts. In the "description" column, type in any description, memo or work order # you want to appear on the EXPENSE FORM. Now enter the dollar amount that you want this portion of the check to go to. Continue to enter each portion of the check until they are all completed. Check the bottom of the check to see if you have correctly assigned all of the money from this check. If correct, the word "Assigned" will appear. If incorrect, the word "Unassigned" will appear along with the dollar amount difference between the amount that you made the check out for and the total of all split sections of the check. If the split sections are correctly assigned, and you want to change the check amount make corrections. |
To edit a check |
Find the check you want to edit on the Check Register. Click on the line the check is on to highlight it and then press the Edit Check button on the bottom of the check register. Make changes as needed by typing over the areas you want to change. Press Done to save the changes and close the Edit Check Form. Push the "Adjust Check" button if you want the check to be adjusted to the total of all expenses in the voucher grid. |
To delete a check |
If you are in the Check Register, highlight the line the check is on by clicking to the far left of that line. See the section titled "Using Data Grids" for more detailed directions. After the line is highlighted, press the key on your keyboard. If you want to delete a check directly from the Write Checks form, find the check you want, and click on the Delete button on the right side of the form. There is also a Delete button on the Edit Checks Form. |
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