How To Print a Check

1. From the main screen of CollectMax, click the button.

2. Select the tab. The Pending Checks screen will be displayed.

This screen will list a summary of all pending check items for a selected account with an item count listed at the bottom.

3. To select the Bank Account, click the button and select from the list of accounts.

All pending checks for this account will be displayed.

4. To narrow down the listed checks, select the check type to be viewed and/or printed.

By default all checks are selected. Users may select only the following by clicking the button:

Cost Checks
Firm Transfer Checks
Refund Checks
Remittance Checks
Payee (see #6 below)
Amount (see #6 below)
Dates (see #6 below)

5. Select the to narrow the checks to be displayed by the user who requested the check.

Click the button and select the user code from the list.

This is a Version 4 Feature. For information on obtaining this or another feature, please contact the Sales Department.

6. To find a pending checks, click the button and select from the menu. Checks can be found by transaction id number, payee, amount or date range.

Find by Transaction Number:

Type in the transaction id to find the pending check entry. The transaction id can be found in the debtors history on the corresponding transaction entry.

Find By Payee:

Enter the payee name or partial name to find all pending checks with this payee.

Find By Amount:

Enter the amount of the check to find all pending checks for the entered amount.

Find By Date Range:

Enter the date range of the check to be found. To find a check on a certain date, enter the that date in the first and last date box. Click the button to list all pending checks requested on that date or date range.

7. Click the button to list all pending checks. See Pending Checks Report.

8. To get more details on a pending check, click on the section that list the check to make it bold. Then, click the button to display the Check Edit Details.

From this screen, users may

Enter a group code. The same group code on pending checks will group all checks into a single check.
Indicate the check was written manually outside CollectMax. After changing the check to manual and saving, the date required screen will appear. Enter the date the manual check was written and the check entry will be moved to history.
Change the status to Printed and enter a check number and the check will be moved to history when saved.
Change the payee name.
Change the address information
Enter a stub note to be printed on the check
Enter a memo note.

Click the button to save any changes.

9. Checks can held to be printed at another time. To hold a check, click in the box next to the check entry on the pending checks screen.

10. To print the checks, enter the next check number into the next check field.

. Then click the button. The Check Format Screen will be displayed.

Note: Converted DOS Users may use the check stock required for the DOS system. See Check Stock Ordering.

11. To continue, click the button and the write checks screen.

A list of the checks with check numbers along with the numbers of checks to be printed will be displayed . All grouped checks will be displayed as a single entry.

12. Please review the list. If the list of checks is incorrect, click the button to display the pending checks screen and refine the selection.

13. Next, if all looks correct, click the button. Choose to print to screen, file or printer.

Note: CollectMax does not recognize printing to screen as actually printing the check. Checks must be printed to file or printer to move the checks to check history.

14. Once the checks are printed. A message box will appear asking if everything printed okay.

Please verify the checks have printed correctly.

15. If one or all the checks did not print properly, click the button to display the Not Printed Correctly Screen.

16. Move all checks that did not print correctly to the right side. To move a single check, highlight the item and click the button to move the item to the Not Printed Correctly list. Click the button to move all items to the Not Printed Correctly list. . If an item or items needs to be removed from the Not Printed Correctly list, click the opposite arrow buttons.

17. Select the button to move the incorrect checks back to pending to start the process again and be reprinted. Any checks that had been printed correctly will be moved to the check history as printed.

All checks that printed incorrectly will also be listed in the History but as a print-failed check.

18. If all printed okay, then click the button. The checks will be moved to the check history.

Vouchers

19. If any of the checks printed were grouped checks, a pending Voucher message box will be displayed. This message box serves as a reminder to print the voucher.

20. Click the button to continue.

21. To print the voucher, from the pending checks screen, click the button. Select to print to printer, screen. A voucher report will be created.

Note: Vouchers must be printed prior to the checks appearing on the reconciliation screen.

22. After reviewing and/or printing, click the X to exit.

23. To exit back to the main screen of CollectMax from the Checks, click the button.