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.
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)
Next, fill out the empty fields of the check.
Case-Related example:
Non-Case Related 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)
Lastly, on Case Related checks, click + Add item to select contract items for this 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.
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.
With all check details added, click Save.
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.
Click + Add and select a payee from the modal.
Click Create.
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.
Check statuses
View the status of a check from the Checks page or Goods & Services.
Example on Checks page:
Example 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.
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.
Once approved, the initial requestor will be notified.
Learn more about getting started with Check approvals.
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.
Once you click Print, Passare will confirm you want to print the check(s).
Click Yes.
A Word file will download. Open the file and print directly on your check paper.
Edit
Adjust or add information to multiple checks with the Edit action.
Then, use the dropdowns to edit their settings.
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.
A file named Check Register will download, and you can open it in Word.
Void
To void a check, select it and click Void.
Specify the void date, if needed, and click Void.
This check will remain in the list but is now grayed out.
Need more information?
Need Help? Email us at support@passare.com or call (800) 692-5111!