Create, print, or void checks for vendors using the Check Writing feature or within a case.
Jump to:
Check Writing page
Go to Financials > Checks.
From this page you can create, print, or void a check. You can also print a register.
Click on Create check.
Select either case related or non-case related check.
Non-case related check:
Fill out the check information and Save.
Once a check is saved, it will have a check not printed 
icon next to it.
For a check to impact the current balance on the Accounts page, the check has to be printed.
Case related check:
You can write a single check across multiple cases or for multiple items on a contract!
There are two fields that will look a little different from the non-case related check:
- Amount will be grayed out and will populate as items from cases are selected.
- There will be an Add Contract Item button that allows you to add case related items.
Fill out check details like branch, checkbook, payee, check number, and date.
Select Add Contract Item.
Search for a case using case number or decedent name.
Selecting a case in the dropdown will populate its contract items below.
Click Add to Check next to the specific charges you want to add to the check.
Once all items are selected, click Add to Check at the bottom.
Case related checks will share a location, bank account, and will be tied to one check transaction.
Back on the Check Writing page you will see the check amount populated and a table with all cases tied to that particular check.
Once all items are added to the check, save.
Then you can either print or void the check, if needed.
Once a check is printed, individual items from the table cannot be deleted.
In the case, add items to Goods & Services.
Select Yes to sign the contract (the Goods & Services page must be signed to request a check).
Save the Goods & Services page.
Select the checkbox next to the item(s) you'd like to create a check for.
The Choose payee modal will appear.
Choose the payee from the drop-down or use the blue plus sign to add a new payee.
Select Create check or Request check, depending on your permissions.
The Edit Checks link you direct you to the Check Writing page. 
The Edit Checks link will only be visible if a check was created on the Goods & Services page, and you have access to the Check Writing page.
From the Check Writing page, you can Print the check(s) immediately or Save.
A status of Check Not Printed will help identify checks that need attention at a later time.
Looking for something specific? Filter checks to refine your search.
If your permission requires you to Request Checks, a notification will be sent to the user required to approve checks.
Print a Check
To print a check, select Print.
Have multiple checks to print? Check the boxes to the left of each check and select Print Checks.
Once a check is printed, information on the check cannot be edited, but can be reprinted.
You can Edit individual checks or multiple checks at once using the same process as above, as long as the checks have not been printed.
If the checks printed are associated with a bank that has Account tracking turned on, you'll see the check activity under Financials > Ledger.
Check Transactions cannot be edited from the Bank Accounts table.
Void a Check
Voiding the check(s) will change the status and keep a record of the check(s) in the history.
Voided checks cannot be edited, and the check number assigned to the voided check cannot be reused.
Print check register
A check register can be printed by selecting multiple checks and clicking Print Register.
Need More Information?
- Set Up Financials
- Set Up Check Writing Preferences
- Getting started with Financials: Accounts 🎬
- Reporting & Accounting for Check Writing
Need Help? Email us at support@passare.com or call (800) 692-5111!