Write & manage checks from Passare

Jump ahead to

• Create a check
  
  • Checks page
  • Goods & Services
• Check statuses
• Check actions
  
  • Approve
  • Print
  • Edit
  • Download
  • Void

 

Create a check

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

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.

 

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.

 

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

 

Check actions

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

• Approve
• Print
• Edit
• Download  
  
• Void

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

 

 

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 check will move to a Not printed status.

 

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.

 

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.

 

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?

• Set up Passare Checks
• Manage checks with Check approvals
• Reporting & accounting for Checks
  
  

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