Print and Post Checks

Print and post checks individually or in batch, and generate grant/scholarship letters to send with checks.

Print & Post In Batch

1. Click the Approved bucket.
   
   
2. Click Create Batch in the left-side menu.
3. Click the type of checkrun batch that you want to run (All, Vouchers, Grants, or Scholarships).
   • For the purpose of this tutorial, we've selected All.
     
     
4. (Optional) Click Edit in the left-side menu.
5. (Optional) Change the Batch Name, enter a Description, and if desired, select a Grant Letter Template and/or Scholarship Letter Template if you've uploaded them to the system. If you don't select a Grant Letter Template and/or Scholarship Letter Template, the system default will be used. Select a Check Template if you have the Enable Check Templates setting checked in System Data. If you do not select a Check Template, whichever check template is selected as default will be used.
   
   
6. Click Save.
   
   
7. Click Checkrun in the left-side menu.
8. Click Print Checks (create PDF) to generate a PDF of the check(s).
   
   
9. Click Print Grant Letters (pdf) / Print Scholarship Letters (pdf) to generate a PDF of the corresponding grant/scholarship letters, or click Download Grant Letters (Microsoft Word) / Download Scholarship Letters (Microsoft Word) to download your grant/scholarship letters as Word documents.
   
   
10. Once you've printed all checks and/or grant and scholarship letters, click Confirm and Post Checks.
    
    
11. Enter the check number of the First Check, and then click Next.
    
    
12. Confirm that the check numbers are correct, and then click Process.
    
    
13. The posted checks will now appear in the Posted Checks bucket, and the checkrun batch will move into the Posted Batches 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).

Print & Post Individually

1. Click the Approved bucket.
   
   
2. Click the CheckID of the check that you want to post.
   
   
3. Click Print Check in the left-side menu to generate a PDF version of the check that you can download or print.
   • The PDF will open in a new screen where you can print and/or download the check.
     
     
     
4. If the check is related to a scholarship/grant, and if you've configured a scholarship / grant letter template in System Data; then click Scholarship Letter / Grant Letter in the left-side menu to generate a grant letter for the check.
   
   
   
5. Click the desired Print Format Options.
   • Scholarship Letter (pdf) / Grant Letter (pdf) will generate a pdf.
   • Download Scholarship Letter (Microsoft Word) / Download Grant Letter (Microsoft Word) to download to your computer as a Word document.
   • Email to new address will send the letter using the email address in the system.
     
     
6. Next to Check Number, click [add manually].
   
   

   Once a check number is entered and saved, the check will be posted, and you will not be able to edit the check number. This option is only available to checks that do not have a batch ID.

7. Enter the Check Number, and click Save.
   
   
8. Click List in the left-side menu to return to the Checks page.
   
   
9. The posted check will now appear in 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).