The All Checks page is where you can see all checks that have been created from your business' cash accounts. There are a few different actions that you can do from this page:
We will cover each of these three options below, but first we need to navigate to this page. Click on the Cash Out tab on the left-hand side of the Dashboard and then Checks. This will take you to the All Checks page.
The default sorting order is by the creation date of the check, but you can sort by any column on this page. You can do so by simply clicking on the column name that you would like to sort based upon. Please keep in mind that depending on your sort order, the deposit you would like to view may not be on the first page
Once a check is created, it will automatically show up on this page. The Due Date column will be the date that this check was entered into the Autobooks system. The Status column will determine if the check is available to be printed, or is awaiting approval. If you do not have check approval on, each check created in the system will automatically be available for printing after its creation. To learn more about the check approval process, please click here.
Cancelling a check can be done by clicking the red [x] button at the end of the row associated with the check in question. This feature can be used when you have created a check to the wrong vendor, or for the wrong amount, or on the wrong check stock, and are still in possession of the physical check. Once you have cancelled this check out of the system, you will want to get rid of the incorrect check so that I cannot be accidentally used/deposited. If you do NOT have the physical check in your possession but would like to prevent it from being cashed, you will want to use the Stop Payment feature. To learn more about this option, please click here.
Please keep in mind that a check can only be cancelled or have a 'Stop Payment' placed on it if it has not been cashed. If it has been cashed, you will no longer see the option to cancel said check, and you will have to reach out to the person/vendor it was issued to and work with them to get the funds back.
- If a check can be cancelled, you will see a red [x] button next to that specific item.
- Clicking that button will bring up a prompt asking if you are sure that you would like to cancel this check, as this action cannot be undone.
- If you would like to continue, you merely need to click the button labeled [Yes, Cancel the Check].
- You will also see an option to go to the Stop Payment page if the check has already been given to a vendor.
- If you do not want to cancel this check, you can either click the [No, Return to List] button or the small [x] in the upper right corner of this prompt.
If a check is available to be printed, you will see a blue [printer] icon next to that specific line item. Clicking this button will bring up a PDF image of the check in question, so you can either print it out or save it for later use. When printing a check, please note the check number in the system so that you can load the corresponding check stock into your printer. For more information about how to order check stock, please click here.