Here you will find instructions for check printing in WorkBook.
Before you can start printing checks, you need to have the setup done. First you must setup a payment proposal method and a number sequence for your checks, as well as a journal type. Secondly, you need your check paper. This works in the same way as report 1099, meaning that the check has been designed to be printed directly onto the check paper.
WorkBook does not recommend any particular printer or paper supplier over another, you are free to shop around or continue to use the one you’re already using. WorkBook has a standard template, that with very little customization can be made to suit any paper. We’ll get back to this further down.
Start with the voucher sequence.
Note: By checking the “Uninterrupted” box, the system will use the “Start value” set here. If this box is unchecked, the system will look for a value in a sequence that has not yet been used, independent of the “Start value”. When setting this flag after the sequence has been used, it will try to reuse old numbers that have not been marked as used (as this is only done in the check routine). Therefore, when you change the sequence number for checks to be uninterrupted you MUST change the start sequence number to the last used number.
Next setup the journal type.
Then create the payment method.
Select a check sequence and enter a check book ID.
Remember to activate the payment. “Use as standard” will make this payment automatically selected on new creditors. Selecting a standard method makes sure that this setting fills in automatically on creditors when the check is selected.
The standard check template has not been made compatible with any specific paper, but is meant to be easily customized for any paper you might want to use, allowing you to keep using your current paper or to shop around.
How the customization works is that you send us a blank sample of your check, and if possible, a sample with data as well. We then attempt to mimic the layout of your sample by adjusting the WorkBook template, this doesn’t take long, but can require several tests from your end, as our editor isn’t done on the same size paper as the actual check and we rely on you to instruct us on the necessary changes. This can be a hassle, but it is usually done during implementation and only needs to be done once.
In the html5 version, it is possible for any system administrator to make the adjustments themselves, so users familiar with the editor can take care of the check layout without having to go through us. It is normally only a question of moving a few fields slightly, and hiding others.
We have three templates to use, depending on where the check part is positioned on your paper (top, middle, bottom).
The check printing itself is done through the creditor payment proposal.
When you’re happy with the selection and you’ve approved the payment proposal, then it works much like printing any other report. You open the print menu and select the layout that we’ve adjusted for you and print it out.
The check looks bare right now, but it’s designed to be printed directly onto the check paper.
The final step now is simply to print them out on your check paper and send them off.