How to Use Check Writing
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Write & manage checks from Passare

Pay vendors and other expenses seamlessly with Passare's Checks feature.

✋ If you haven't already, first set up the Passare Checks feature.

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Create a check

Initiate a check from the Checks page or Goods & Services page within the case.

Access to the Checks page can vary. Learn more about check permissions.


Checks page

Go to Financials > Checks.

Financials > Checks

 

Click on Create check and select a check type.

  • Choose Case Related to pay a service provider (i.e. clergy, catering, etc.)
  • Choose Non-Case Related to pay a business expense (i.e. utilities)

Checks page showing Create check options

 

Next, fill out the empty fields of the check.

Case-Related example:

Case-related check example

 

Non-Case Related example:

Non-Case Related check example

Notes:

  • If your check numbers are pre-assigned or automatic, Check # field will be disabled
  • Case related checks are tied to contract items, and the check amount cannot be edited
  • Non-Case Related checks need a Check Transaction manually assigned
  • Select a payee from your Rolodex or use the pencil icon to add manually (see below)

Payee field showing Rolodex dropdown or manual entry

Lastly, on Case Related checks, click + Add item to select contract items for this check.

+ Add item button on Case-Related check

 

In the modal, search and select a case.

Then click the Add to Check button next to each item you want to include in this check. The item will move to the bottom half of the modal.

Add items to Case Related check

Only items signed on Goods & Services can be added to checks.

 

Continue this process to combine multiple items into a single check. Use the trash icon to remove items from the check.

Once all items are in the Contract Items Added to Check section, click the final Add to Check button at the bottom.

Trash icons and Add to Check button on Add Items modal

 

With all check details added, click Save.

Case Related check with contract items added

 

Goods & Services

Create or request checks directly from the case.

Once the Goods & Services page is signed, you will see + Add next to eligible items. 

+ Add button in Checks column of Goods & Services

 

Click + Add and select a payee from the modal.

Create check modal showing payee field with Rolodex dropdown

 

Click Create.

Create check modal

Your modal may say "Request", depending on your permissions.

 

The check will be added to the Checks page and ready for further action, if needed.

Checks page with checks listed on the left

 

Check statuses

View the status of a check from the Checks page or Goods & Services.

Example on Checks page:

Voided, Missing Number, and Not printed check statuses on Checks page

Example on Goods & Services:

Voided, Missing Number, and Not Printed statuses on Goods & Services

 

The available check statuses are:

  • Voided - The check is voided and appears in a disabled (grayed out) state
  • Missing number - You have not manually added a check number (only applies to orgs with manual check numbering)
  • Not printed - Check fields are complete, but it has not been printed
  • Needs approval - Check has been requested but not yet approved by an admin (only applies to orgs using Check Approval feature)
  • Printed - Check fields are complete and it is printed

If a check has two statuses (such as Needs approval and Missing number), it will take the higher status as shown in this list.

Checks cannot be edited once voided or printed.

 

Check actions

Depending on your permissions and org setup, you can take the following actions:


To begin, select check(s) on the Checks page and choose the action from the top left.

 Check actions on Checks page

Use the orange Filter button to filter checks by status, payee, branch, and more.

 

Approve

If your organization is set up for Check approvals, users with the Approval permission can review and approve checks requested by other team members.

This action appears when selected check(s) have the Needs approval status.

Approve check action

 

Once approved, the initial requestor will be notified.

 

Print

Use this option once you're ready to print your check and pay the vendor.

This action appears when selected check(s) have the Not printed status.

Print check action

 

Once you click Print, Passare will confirm you want to print the check(s).

Click Yes.

Print checks confirmation modal

 

A Word file will download. Open the file and print directly on your check paper.

Printed checks Word document

 

Edit

Adjust or add information to multiple checks with the Edit action.

Edit checks action

 

Then, use the dropdowns to edit their settings.

Edit Checks modal

To edit a single check, select it and make edits directly on the preview.

 

Download

Select any combination of checks and click Download to view a check register.

Download checks action

 

A file named Check Register will download, and you can open it in Word.

Downloaded check register Word doc

 

Void

To void a check, select it and click Void.

Void check action

 

Specify the void date, if needed, and click Void.

Void check confirmation modal

 

This check will remain in the list but is now grayed out.

Voided check showing in grayed text on Checks page

 

Need more information?

Need Help? Email us at support@passare.com or call (800) 692-5111!