Approve Checks

Checks can be approved in batch and individually. 

After a check is created, it can be found in the New Checks bucket. By default, the system will send an email to your check approvers letting them know that there are checks that need to be approved. If you would like to disable the approval emails, you can do so in Checks Settings. 

Approve Checks in Batch

1. Navigate to the Checks page.
2. Click an Account.
   
    
3. Click the New Checks bucket.
   
    
4. Click Approve All in the left-side menu.
   • An error message will display if the user completing this action does not have permissions to approve the check. 

Once approved, checks move to the Posted Checks Bucket.

Fund advisors will receive an email notification when a check has been posted if the check was paid from a fund that they advise.

Approve Checks Individually

1. Navigate to the Checks page
2. Click an Account.
   
    
3. Click the New Checks bucket.
   
    
4. Click the CheckID of the check to be printed.
   
    
5. Click [add manually] in the Check Number field to edit the check number.
    
    
6. Enter the check number, and then click Save.
   • Once a check number is entered and saved, the check will be posted and the check number cannot be edited without unposting the check. The check will be listed in the Posted Checks bucket.
     
      
7. Click Print Check in the left-side menu to generate a pdf version of the check that can be downloaded or printed on check stock.
   • Pre-Printed Checks provides guidance on testing check alignment.

Fund advisors will receive an email notification when a check has been posted if the check was paid from a fund that they advise.