Instructions for Writing a Check (without PO/Invoice):


  1. Select the "Checks" tab from the main menu.
  2. Click "Write New Check."
  3. Choose the bank account the check will be paid from (if different from the default).
  4. Select the date the check should be printed.
  5. Fill in the “Pay to the Order of” field.
  6. If the payee is not in your database, the system will prompt you to add them.
  7. If it’s an existing payee, the name will auto-populate.
  8. If the check was manually written and only needs to be logged (not printed), check the “Handwritten” box.
  9. You may manually change the check number in this case.
  10. Enter a memo.
  11. Under Expenses, enter the account to charge:
  12. Type the account number, begin typing the account name, or click “Add Expense Item.”
  13. If the transaction applies to a fundraiser or program, use the combo box to select the appropriate one.
  14. If not applicable, leave it blank.
  15. Enter an additional memo (this will appear in reports).
  16. Enter the amount to be charged to the account.
  17. If the amount is split across multiple accounts, repeat steps 7–10 for each account until the total matches the check amount.
  18. Click "Save."