Create and Print a Check

To Create and Print a Check in Tagrit ERP's Accounting module, follow these steps. This process includes check configuration, creation, signature import, and printing options:

Step 1: Configure Check Settings

1. Navigate to Checks:

   • Go to the Checks menu and select the Gear icon.

2. Customize Check Display Options:

   • Enable or disable Bank Address visibility.
   • Enable Show Two Signatures for dual signature areas. Note: If enabled, the check cannot be electronically signed.
   • Configure currency symbols (front and back), routing numbers, and bank account details. You can view changes in real-time as settings are adjusted.

3. Save Settings:

   • Once configured, click Save to confirm.

Step 2: Create a New Check

1. Access Check Creation:

   • Return to the Check menu and select Create New Check.

2. Import Signatures (Optional):

   • Click on the Sign button, then select Import Signature if using an image signature.
   • Upload a signature image from your device or sign manually.

3. Enter Check Information:

   • Select Bank Account: The check number will auto-increment based on the selected account.
   • Choose Vendor: Select the vendor and specify the check amount.
   • Date and Memo: Set a date and optionally add a memo.
   • Sign the Check: Choose Sign by Hand or an available signature image.

4. Configure Check Details:

   • Select information to display (e.g., company name, routing number, account number).
   • Toggle the Include Company Name or Address as necessary.

Step 3: Save and Print Options

You have several options to save and print the check:

1. Save: Saves the check without issuing it.
2. Save and Print Now: Opens the print screen and updates the check status to Issued.
3. Save and Print Later: Moves the check to the printing queue (status remains Not Issued).
4. Save and Print Multiple Checks: Print checks in bulk from the same bank account.

Step 4: Issue Checks from the Queue

1. Select Print Options:
   • In the print screen, choose checks with a Not Issued status to print in batches.
2. Print and Issue:
   • Click Print and Issue to mark selected checks as Issued.

Step 5: Reprint a Check (If Needed)

1. Reprint Options:

   • Use Reprint for checks with an Issued status.
   • Options include keeping the original check number or assigning a new one.

2. Confirm Reprint:

   • Select the reprint option, enter a new check number if needed, and Save.

3. Update Check Status:

   • A check reprinted with a new number marks the original as Printing Error and the new check as Issued.

Step 6: Void a Check (If Required)

1. Void Process:
   • Select the check, click Void Check, enter a reason, and confirm.
2. Status Update:
   • Voided checks are labeled Void and do not appear in financial reports or account balances.

By following these steps, you can seamlessly create, configure, and print checks in Tagrit ERP’s Accounting module.