Check History Report

 This report will list each check to be printed, it's group, status, payee, amount and breakdown of the amount for the selected bank account.

From the tab, click the button to get to the Check History Screen.

Select the bank account for this report.  

Then, click the button.  The Check History Report selection screen will appear.

Select the check types you wish the report to list by clicking in the next to your selection.  The report defaults to all checks.  

Next select a start date and an end date  by either typing in the date with the MM/DD/YYYY format or clicking the button and selecting a date.  

Select from the following report options:

• Expand Groups: Select to expands the Group Checks to list the transactions included in the check amount.
• Include Voided Checks: Select to have voided checks included on the report. Otherwise voided checks will not be listed on the report.
• Un-Reconciled Only: Select to only list checks that have not been reconciled through the CollectMax reconciliation process.
• Voided Only: Select to list only voided checks.
• 1099 Payees Only: Select to include only checks written to Payee's designated as a 1099 Payee. See Court/Payee Codes for information on how to set a 1099 Payee.

Select the button.  Choose to screen, file or printer.  

If you chose to print to screen, click the X to exit.

To exit the check history screen, click the button.