Don't see this feature? Email support@passare.com or call (800) 692-5111 to enable this feature.
Before you begin, make sure you've set up bank accounts in Passare.
Check settings
To get started, go to Settings > Financials > Checks.
From this page, you can customize the following sections:
Checkbooks
Here, you can manage the bank account(s) you'll write the checks from.
Select Add Account.
Add in checkbook details, like which bank account it's for and what information Passare should print.
Then, determine how Passare should handle check numbering:
- Pre-assigned assumes the check stock is already numbered.
- Manual assumes the check stock is not numbered and will be manually entered.
- Automatic assumes the check stock is not numbered but Passare will auto-fill the check number based on the number you enter in the Next check number field.
You can also associate check transactions, which tie a debit account to the expense when selected per check.
You can also indicate which users will be notified of activity for this checkbook, like check requests.
Once your settings are configured, save the page.
Continue this for any other checkbooks you plan to use in Passare.
You can also select a Default bank using the checkbox if adding multiple checkbooks.
Check transactions
Manage the financial transactions you support for check writing.
Select Add Transaction.
Enter the Check Transaction Name and select the GL Account to associate with the transaction.
If you wish to remove this transaction, check the Archive option.
Save.
Check design
If you have multiple locations, first mark if all branches will use the same check design or not.
You can also choose to have the Rolodex entry name listed as the payee.
Next, use the check design dropdown to select the style of check.
Use the Preview button to download an example.
If you're having issues aligning Passare's check design with your check stock, contact our Support team for help.
Need more information?
- Set Up Financials
- Getting started with Financials: Accounts 🎬
- Getting Started with Financials: Check Writing 🎬
- Reporting & Accounting for Check Writing
Need Help? Email us at support@passare.com or call (800) 692-5111!