Print & Post Checks

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

Print & Post In Batch

1. Select the New bucket.
2. Click Create Batch.
3. Select the type of checkrun batch that you want to run (Vouchers, Grants, Scholarships or All).

   For the purpose of this tutorial, we've selected All. 

4. (Optional) Click Edit.
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.
6. Select Checkrun.
7. Select Print Checks to generate a PDF of the check(s).
8. Select Print Grant Letters / Print Scholarship Letters to generate a PDF of the corresponding grant/scholarship letters, or click Download Grant Letters / Download Scholarship Letters to download your grant/scholarship letters as Word documents.
9. Once you've printed all checks and/or grant and scholarship letters, click Confirm and Post Checks.
10. Enter the check number of the First Check, and click Next.
11. Confirm that the check numbers are correct, and click Process.
12. 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. Select the New bucket.
2. Click the CheckID of the check that you want to post.
3. Click Print Check 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 grant, and if you've configured a grant letter template in System Data; click Grant Letter to generate a grant letter for the check.
5. Select Print Grant Letter to generate a PDF, or Download Grant Letter to download to your computer as a Word document.
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 to return to the Checks page.
9. The posted check will now appear in the Posted Check 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).