Open topic with navigation

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.

The Copy Check form is accessed from the Register tab in the Customer, Bank, Broker, Company, Employee, Vendor, andFinancial centers.

1. Open the center and go to the Register tab.

2. Locate the check you want to copy and click the Copy action button located to the left of the entry in the Actions column.

3. Clicking the Copy action button for the check you want to copy, opens the Check data entry form with the information from the previously posted check defaulted into the fields.

4. Edit the information as desired, including the check Date, payee address, For and Memo descriptions, amount and detail sections.

5. 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. ClickPost.