Writing Checks

For Check Writing video tutorials, click here

Writing Checks:

1.Select "Write New Check"

2.Your Checking account will be auto populated in the Bank Account box. Accounts are listed alphabetically be sure to select the correct Bank Account for the check you are writing.

3.Select the date which the check was written

4.Complete the field “Payable To”. If the individual that the check is being made to is not yet in your data base, the system will ask you to add the individual into the data base before moving on.

5.Enter the Amount of the check

6.To record a Handwritten Check (a check that has already been written and just needs to be recorded), double check the Check No. that is listed on the check to make sure it matches your actual check. If you are printing checks through Booster Finance, check the box next to “Print?” above Check No.

7.Enter a Memo (required)

8.Under the Expenses section, enter the name of the category you are expensing this check to and enter the amount in the next box on the same line. Note: You have the ability to expense a check to multiple categories as well as add new categories during this process if you need one that is not listed. Simply type the name of the new category you require and follow the prompts to add the category. Repeat steps 7-8 to add additional expense categories. Note: The amount(s) must equal the total amount of the check.

9.Click "Save"

If you will be printing the check through Booster Finance select “Print?” box otherwise leave unchecked and continue onto the next step. You will not be able to change a “Handwritten” check to be printed on the check is saved. If you forget to check the “Print?” box you will need to void the check and redo it. Make sure to change the check number of the “Handwritten” check before you void it if you need to reuse that check number

Note: The check number located in the right hand corner of the check may be changed manually when a check is printed – even after the check is saved, as long as it is not yet reconciled. You may access the check in this case by removing the reconciliation first (see “Editing Checks”). Printed check numbers can be chosen on the "Print Checks" application

Summary:

Select bank account

Select the appropriate date

Enter the payee next to "Payable to"

Enter the amount of the check

Enter a memo (required)

Charge the category of which the amount will be reduced from

Once the check amount is equal to the amount charged to the category, click "Save"

See Also: Print Checks, and Editing Checks