Create a Quick Check

A bank account is required.

1. Select Transactions > Quick Checks from the menu.

2. Select Form > New > Quick Check from the menu to create a new Quick Check batch.

   

3. In the Comment box, type a short description for the quick check, or accept the default.

4. Select Form > New from the menu.

   The Quick Check window opens.

   

5. In the Bank Code box, type the code of the bank from which checks are to be drawn. Alternatively you can click the ellipses button to select the bank from a popup window.

6. In the Vendor box, type the vendor code. Alternatively you can click the ellipses button to search for the vendor code. See Vendor Lookup from Quick Check below for more details.

   The Vendor Lookup from Quick Check can be used to select a Vendor or a Temporary Vendor.

7. Enter the payment in one of the following ways.

   • Select Tools > Select Voucher from the menu for an existing voucher form payment. This action opens the Voucher Search window. For details on using the search, see Vendor Lookup from Quick Checks at the bottom of this topic.

   • Select Form > New to add a new row where you can enter a payment for which a voucher does not exist.

     When adding a New voucher, double-clicking in the 'Your Invoice Number' box opens the detailed voucher screen which lets you allocate G/L or expense distributions, if needed.

8. Make any G/L distribution allocations as necessary.
9. Make any expense distribution allocations as necessary.

10. When finished, select Form > Save to save the quick check.

    The system issues a prompt for printing the check.

11. Verify the Starting Check Number, Check Date and Printer.  
12. Place check stock paper in the printer.

13. Click OK to print a check.  

    If the check is not to be printed (the check was handwritten) click the Manual Check option and no check will be printed.

The Quick Check is complete.  Posting is not necessary.

Vendor Lookup from Quick Checks

1. Click the Vendor ellipses button in the Quick Check window.

   The Vendor Look Up window opens.

   

2. In the Search for box, type your search criteria.
3. In the Search Options panel, click on (to check) each option you want to use to narrow your search results.

4. Click the Search button.

   The results are displayed in the grid below the Search Options.

5. Click on the vendor row to select it.
6. Click OK.