Workflow: Copying a Check

If you have previously posted a check for a particular payee and bank account and find that you need to issue another check to the same payee, it may save time to use the Copy Check feature. This feature uses the posted check as a template, defaulting the same general ledger numbers, payee address, amounts and descriptions as the prior check while allowing you to make desired changes.

To accommodate the Copy Check Pop-Up Messages added with this release, administrators will need to go to the Employee Center and add them to the Security Group that allows OSC check types.

1. The Copy Check form is accessed from the Register view in the Customer, Bank, Broker, Company, Employee, Vendor, and Financial centers.
2. Open the center and go to the Register view.
3. Locate the check you want to copy and click the Copy action button.
4. The Check data entry form opens with the information from the previously posted check defaulted into the fields.
5. Edit the information including the Check Date, Payee Address, For and Memo descriptions, Amount and Detail sections.
   
   If the check you are copying from includes voucher detail rows for a statement (account current or commissions payable) or for an accounts receivable entry, these voucher details are not included in the new check created from the copy.
6. Click Post.

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