Content for checks allows you to add custom text and messages to specific fields in this area. This article lists the available content fields, where they display within the system, and how to edit the information associated with each field.
Default content is the last bullet point on the relevant content names that have default content. The merge fields are within the curly { } brackets. Text within the square [ ] brackets is plain text, not merge fields. You can delete entire merge fields, but you cannot add merge fields that are not included in the default. You can edit any plain text. Make sure you remove any square brackets when updating the content.
- Navigate to the Checks page and click Content in the left-side menu to access content for checks.
Checks Content
Check_post_email_body
- Content used in the email body sent when an electronic check is posted. The email will be sent to the email address indicated on the profile. If no pay email is set on the profile, then the email will be sent to the primary email contact.
- Default content: none.
Merge Fields
{{account.acc_code}}
{{account.acc_number}}
{{account.acc_type}}
{{account.account_guid}}
{{account.account_id}}
{{account.account_type_id}}
{{account.account_type_name}}
{{account.ach_account_number}}
{{account.ach_file_number}}
{{account.ach_format}}
{{account.ach_processing_center}}
{{account.ach_routing_number}}
{{account.ach_sub_format}}
{{account.ach_token}}
{{account.ach_token_account}}
{{account.advisor_name}}
{{account.advisor_profile_id}}
{{account.apa_id}}
{{account.apca_credit_number}}
{{account.apca_debit_number}}
{{account.cash_flow}}
{{account.cash_percentage}}
{{account.check_approval}}
{{account.check_format}}
{{account.close_ts}}
{{account.currency}}
{{account.description}}
{{account.equity_account_id}}
{{account.equity_account_name}}
{{account.fexp_id}}
{{account.fexp_name}}
{{account.fia}}
{{account.financial_institution_account_number}}
{{account.fullname}}
{{account.fund_statement_exclude}}
{{account.fundbalance}}
{{account.funit_type_id}}
{{account.has_checks}}
{{account.invest_level_id}}
{{account.invest_level_name}}
{{account.last_balance}}
{{account.last_reconcile}}
{{account.nacha_addenda}}
{{account.nacha_balanced}}
{{account.nacha_immediate_origin}}
{{account.name}}
{{account.org_id}}
{{account.parent_account_name}}
{{account.platform_token_account}}
{{account.principal}}
{{account.rec_balance}}
{{account.rec_date}}
{{account.rev_share_parent_account_id}}
{{account.rev_share_parent_account_name}}
{{account.saccount_id}}
{{account.saccount_name}}
{{account.shortname}}
{{account.sort_order}}
{{account.spendable}}
{{account.subof_account_id}}
{{account.system_ach_format}}
{{account.system_ach_sub_format}}
{{account.tax_1099_code}}
{{account.template_id}}
{{account.template_name}}
{{account_id}}
{{account_name}}
{{ach}}
{{ach_payment_id}}
{{ach_ref}}
{{ach_status}}
{{address}}
{{address2}}
{{amount}}
{{anonymous}}
{{approval}}
{{#foreach approvals}}
{{created_ts}}
{{employee_id}}
{{employee_name}}
{{/foreach approvals}}
{{approved}}
{{approved_ts}}
{{balance}}
{{batch.checks}}
{{batch.template_id}}
{{check_date}}
{{check_guid}}
{{check_id}}
{{check_num}}
{{checkrun}}
{{checkrun_batch_id}}
{{city}}
{{cleared}}
{{closed}}
{{country}}
{{country_name}}
{{currency}}
{{currency_amount}}
{{debitcard}}
{{deposit_account_id}}
{{deposit_account_name}}
{{deposit_funit_id}}
{{deposit_funit_name}}
{{deposit_id}}
{{edit_account}}
{{employee_id}}
{{employee_name}}
{{#foreach files}}
{{/foreach files}}
{{funit_id}}
{{funit_name}}
{{funit_public_name}}
{{funit_short_name}}
{{grant_donation_id}}
{{historical}}
{{inter_csz}}
{{memo}}
{{non_historical_vouchers}}
{{#foreach notes}}
{{/foreach notes}}
{{payroll_vouchers}}
{{profile_id}}
{{rec_date}}
{{state}}
{{stripe_transfer_id}}
{{to_funit_id}}
{{trans_id}}
{{unused}}
{{vendor_email}}
{{vendor_email_pay}}
{{vendor_id}}
{{vendor_label}}
{{vendor_name}}
{{void_check_num}}
{{void_employee_id}}
{{void_reason}}
{{void_ts}}
{{#foreach void_voucher_checks}}
{{/foreach void_voucher_checks}}
{{voucher_amount}}
{{#foreach voucher_checks}}
{{account_id}}
{{account_name}}
{{ach}}
{{ach_ref}}
{{amount}}
{{anonymous}}
{{cancel_amount}}
{{cancel_date}}
{{check_date}}
{{check_id}}
{{check_num}}
{{checkrun}}
{{closed}}
{{currency}}
{{currency_amount}}
{{debitcard}}
{{funit_id}}
{{funit_name}}
{{glm_req_id}}
{{grant_id}}
{{historical}}
{{need_fix}}
{{payroll_id}}
{{ref_num}}
{{to_funit_id}}
{{trans_ts}}
{{voucher_amount}}
{{voucher_check_id}}
{{voucher_date}}
{{voucher_id}}
{{/foreach voucher_checks}}
{{voucher_items_total}}
{{#foreach vouchers}}
{{amount}}
{{anonymous}}
{{#foreach data}}
{{account_name}}
{{currency}}
{{currency_amount}}
{{description}}
{{total}}
{{/foreach data}}
{{funit_name}}
{{grant_id}}
{{master_voucher_id}}
{{ref_num}}
{{student_name}}
{{student_number}}
{{voucher_date}}
{{voucher_id}}
{{/foreach vouchers}}
{{zipcode}}
Check_unpost_email_body
- Content used in the email body sent when an electronic check is unposted. The email will be sent to the email address indicated on the profile. If no pay email is set on the profile, then the email will be sent to the primary email contact.
- If this is left blank, then no email will be sent.
- Default content: none.
Merge Fields
{{account.acc_code}}
{{account.acc_number}}
{{account.acc_type}}
{{account.account_guid}}
{{account.account_id}}
{{account.account_type_id}}
{{account.account_type_name}}
{{account.ach_account_number}}
{{account.ach_file_number}}
{{account.ach_format}}
{{account.ach_processing_center}}
{{account.ach_routing_number}}
{{account.ach_sub_format}}
{{account.ach_token}}
{{account.ach_token_account}}
{{account.advisor_name}}
{{account.advisor_profile_id}}
{{account.apa_id}}
{{account.apca_credit_number}}
{{account.apca_debit_number}}
{{account.cash_flow}}
{{account.cash_percentage}}
{{account.check_approval}}
{{account.check_format}}
{{account.close_ts}}
{{account.currency}}
{{account.description}}
{{account.equity_account_id}}
{{account.equity_account_name}}
{{account.fexp_id}}
{{account.fexp_name}}
{{account.fia}}
{{account.financial_institution_account_number}}
{{account.fullname}}
{{account.fund_statement_exclude}}
{{account.fundbalance}}
{{account.funit_type_id}}
{{account.has_checks}}
{{account.invest_level_id}}
{{account.invest_level_name}}
{{account.last_balance}}
{{account.last_reconcile}}
{{account.nacha_addenda}}
{{account.nacha_balanced}}
{{account.nacha_immediate_origin}}
{{account.name}}
{{account.org_id}}
{{account.parent_account_name}}
{{account.platform_token_account}}
{{account.principal}}
{{account.rec_balance}}
{{account.rec_date}}
{{account.rev_share_parent_account_id}}
{{account.rev_share_parent_account_name}}
{{account.saccount_id}}
{{account.saccount_name}}
{{account.shortname}}
{{account.sort_order}}
{{account.spendable}}
{{account.subof_account_id}}
{{account.system_ach_format}}
{{account.system_ach_sub_format}}
{{account.tax_1099_code}}
{{account.template_id}}
{{account.template_name}}
{{account_id}}
{{account_name}}
{{ach}}
{{ach_payment_id}}
{{ach_ref}}
{{ach_status}}
{{address}}
{{address2}}
{{amount}}
{{anonymous}}
{{approval}}
{{approved}}
{{approved_ts}}
{{balance}}
{{batch.checks}}
{{batch.template_id}}
{{check_date}}
{{check_guid}}
{{check_id}}
{{check_num}}
{{checkrun}}
{{checkrun_batch_id}}
{{city}}
{{cleared}}
{{closed}}
{{country}}
{{country_name}}
{{currency}}
{{currency_amount}}
{{debitcard}}
{{deposit_account_id}}
{{deposit_account_name}}
{{deposit_funit_id}}
{{deposit_funit_name}}
{{deposit_id}}
{{edit_account}}
{{employee_id}}
{{employee_name}}
{{#foreach files}}
{{file_cat_id}}
{{file_cat_name}}
{{file_count}}
{{#foreach files}}
{{av_signature}}
{{av_status}}
{{av_timestamp}}
{{content_type}}
{{created_ts}}
{{description}}
{{dev}}
{{email_profile_id}}
{{employee_id}}
{{employee_name}}
{{external_url}}
{{file_id}}
{{filesize}}
{{filesize_mb}}
{{name}}
{{path}}
{{ref}}
{{ref_id}}
{{share_file}}
{{sticky}}
{{test}}
{{/foreach files}}
{{/foreach files}}
{{funit_id}}
{{funit_name}}
{{funit_public_name}}
{{funit_short_name}}
{{grant_donation_id}}
{{grants}}
{{historical}}
{{inter_csz}}
{{memo}}
{{non_historical_vouchers}}
{{#foreach notes}}
{{/foreach notes}}
{{payroll_vouchers}}
{{profile_id}}
{{rec_date}}
{{state}}
{{stripe_transfer_id}}
{{to_funit_id}}
{{trans_id}}
{{unused}}
{{vendor_email}}
{{vendor_email_pay}}
{{vendor_id}}
{{vendor_label}}
{{vendor_name}}
{{void_check_num}}
{{void_employee_id}}
{{void_reason}}
{{void_ts}}
{{#foreach void_voucher_checks}}
{{/foreach void_voucher_checks}}
{{voucher_amount}}
{{#foreach voucher_checks}}
{{account_id}}
{{account_name}}
{{ach}}
{{ach_ref}}
{{amount}}
{{anonymous}}
{{cancel_amount}}
{{cancel_date}}
{{check_date}}
{{check_id}}
{{check_num}}
{{checkrun}}
{{closed}}
{{currency}}
{{currency_amount}}
{{debitcard}}
{{funit_id}}
{{funit_name}}
{{glm_req_id}}
{{grant_id}}
{{historical}}
{{need_fix}}
{{payroll_id}}
{{ref_num}}
{{to_funit_id}}
{{trans_ts}}
{{voucher_amount}}
{{voucher_check_id}}
{{voucher_date}}
{{voucher_id}}
{{/foreach voucher checks}}
{{voucher_items_total}}
{{#foreach vouchers}}
{{amount}}
{{anonymous}}
{{#foreach data}}
{{account_name}}
{{currency}}
{{currency_amount}}
{{description}}
{{total}}
{{/foreach data}}
{{funit_name}}
{{grant_id}}
{{master_voucher_id}}
{{ref_num}}
{{student_name}}
{{student_number}}
{{voucher_date}}
{{voucher_id}}
{{/foreach vouchers}}
{{zipcode}}
Check_void_email_body
- Content used in the email body sent when an electronic check is voided. The email will be sent to the email address indicated on the profile. If no pay email is set on the profile, then the email will be sent to the primary email contact.
- Default content: none.
Merge Fields
{{account.acc_code}}
{{account.acc_number}}
{{account.acc_type}}
{{account.account_guid}}
{{account.account_id}}
{{account.account_type_id}}
{{account.account_type_name}}
{{account.ach_account_number}}
{{account.ach_file_number}}
{{account.ach_format}}
{{account.ach_processing_center}}
{{account.ach_routing_number}}
{{account.ach_sub_format}}
{{account.ach_token}}
{{account.ach_token_account}}
{{account.advisor_name}}
{{account.advisor_profile_id}}
{{account.apa_id}}
{{account.apca_credit_number}}
{{account.apca_debit_number}}
{{account.cash_flow}}
{{account.cash_percentage}}
{{account.check_approval}}
{{account.check_format}}
{{account.close_ts}}
{{account.currency}}
{{account.description}}
{{account.equity_account_id}}
{{account.equity_account_name}}
{{account.fexp_id}}
{{account.fexp_name}}
{{account.fia}}
{{account.financial_institution_account_number}}
{{account.fullname}}
{{account.fund_statement_exclude}}
{{account.fundbalance}}
{{account.funit_type_id}}
{{account.has_checks}}
{{account.invest_level_id}}
{{account.invest_level_name}}
{{account.last_balance}}
{{account.last_reconcile}}
{{account.nacha_addenda}}
{{account.nacha_balanced}}
{{account.nacha_immediate_origin}}
{{account.name}}
{{account.org_id}}
{{account.parent_account_name}}
{{account.platform_token_account}}
{{account.principal}}
{{account.rec_balance}}
{{account.rec_date}}
{{account.rev_share_parent_account_id}}
{{account.rev_share_parent_account_name}}
{{account.saccount_id}}
{{account.saccount_name}}
{{account.shortname}}
{{account.sort_order}}
{{account.spendable}}
{{account.subof_account_id}}
{{account.system_ach_format}}
{{account.system_ach_sub_format}}
{{account.tax_1099_code}}
{{account.template_id}}
{{account.template_name}}
{{account_id}}
{{account_name}}
{{ach}}
{{ach_payment_id}}
{{ach_ref}}
{{ach_status}}
{{address}}
{{address2}}
{{amount}}
{{anonymous}}
{{approval}}
{{#foreach approvals}}
{{created_ts}}
{{employee_id}}
{{employee_name}}
{{/foreach approvals}}
{{approved}}
{{approved_ts}}
{{balance}}
{{batch.checks}}
{{batch.template_id}}
{{check_date}}
{{check_guid}}
{{check_id}}
{{check_num}}
{{checkrun}}
{{checkrun_batch_id}}
{{city}}
{{cleared}}
{{closed}}
{{country}}
{{country_name}}
{{currency}}
{{currency_amount}}
{{debitcard}}
{{deposit_account_id}}
{{deposit_account_name}}
{{deposit_funit_id}}
{{deposit_funit_name}}
{{deposit_id}}
{{edit_account}}
{{employee_id}}
{{employee_name}}
{{#foreach files}}
{{/foreach files}}
{{funit_id}}
{{funit_name}}
{{funit_public_name}}
{{funit_short_name}}
{{grant_donation_id}}
{{historical}}
{{inter_csz}
{{memo}}
{{non_historical_vouchers}}
{{#foreach notes}}
{{/foreach notes}}
{{payroll_vouchers}}
{{profile_id}}
{{rec_date}}
{{state}}
{{stripe_transfer_id}}
{{to_funit_id}}
{{trans_id}}
{{unused}}
{{vendor_email}}
{{vendor_email_pay}}
{{vendor_id}}
{{vendor_label}}
{{vendor_name}}
{{void_check_num}}
{{void_employee_id}}
{{void_reason}}
{{void_ts}}
{{#foreach void_voucher_checks}}
{{/foreach void_voucher_checks}}
{{voucher_amount}}
{{#foreach voucher_checks}}
{{account_id}}
{{account_name}}
{{ach}} {{ach_ref}}
{{amount}}
{{anonymous}}
{{cancel_amount}}
{{cancel_date}}
{{check_date}}
{{check_id}}
{{check_num}}
{{checkrun}}
{{closed}}
{{currency}}
{{currency_amount}}
{{debitcard}}
{{funit_id}}
{{funit_name}}
{{glm_req_id}}
{{grant_id}}
{{historical}}
{{need_fix}}
{{payroll_id}}
{{ref_num}}
{{to_funit_id}}
{{trans_ts}}
{{voucher_amount}}
{{voucher_check_id}}
{{voucher_date}}
{{voucher_id}}
{{/foreach voucher_checks}}
{{voucher_items_total}}
{{#foreach vouchers}}
{{amount}}
{{anonymous}}
{{#foreach data}}
{{account_name}}
{{currency}}
{{currency_amount}}
{{description}}
{{total}}
{{/foreach data}}
{{funit_name}}
{{grant_id}}
{{master_voucher_id}}
{{ref_num}}
{{student_name}}
{{student_number}}
{{voucher_date}}
{{voucher_id}}
{{/foreach vouchers}}
{{zipcode}}