How to Write a Group Check

 

 Tabbing will take you sequentially through data entry.


Note: This is only available if you have purchased the check writing system.

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

2.  Highlight client and click the button.

3.  Click the tab.  

4.  Click the button.   Click the button next to Generate and Print Cost Checks.

5.  Click the button and next click the button.

6.  Checks can be grouped by Payee Code or Client Code.  

For example: If you have three checks all going to the same Payee you can group them into one check. To set up a Court-Payee click Definitions from the tip tool bar, then click codes, then click Court-Payee.

7.  Click the button.

8.  Enter new Court-Payee Information.

9.  To group a check,  click on the button of and select to group by Payee Code or Client Code.  If you do not want to group your checks then select None.  For this tutorial select Payee Code.

10.  Once you have finished entering in the new Court-Payee information, click the button then click the button.

11.  From the main menu of CollectMax, click the button.

12.  Find the Debtor Account you need to post a cost payment on.

13.  Once you have found your account, click on the Financial Tab.

14.  In the Enter Transaction Code field, type COST and click the button, or select COST from the drop down list:

15. The cost Date will default to today's date. Edit this field to back-date your cost transaction.

16.  Select a Reason Code from the Reason drop down list. Reason codes represent what the cost is for. If you need to create a new Reason code, click on to add a new Reason Code.

17. Enter the amount of the cost in the . The amount may already be filled in by default if an amount has been attached to a Reason code.

18.  Select which bank account will be funding the cost.

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19.  In the Note field, type any notes specific to the posting of this cost.

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20.  If you already have a court attached to this claim then the Check Payee will automatically fill in here.  If not,  you will need to enter in Court Payee information.

 

Click the button to select Court Payee.  If you need to create a new Court Payee click and add new Court Payee.  Notice that the Group Code is filled in.  If you do not want this check to be grouped click in Group text box and delete code.  

21.  Click the button.

22.  Click the button to return to the main screen of CollectMax.