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Reporting & accounting for Checks

Get the full benefits of Passare Checks by connecting it to your reporting and accounting.

Create a report

Go to Reports > User reports.

Reports > User reports

 

Select Add new report.

Add new report button

 

Select Checks under Show Results For.

The information highlighted below can be reported on. Drag and drop the entire Checks section, or individual columns, over to the large box on the right.

select Checks under Show Results For drop-down

 


Accounting

Once a check is printed, that data is automatically sent to accounting and will be included in the next accounting export.

Add or edit exports from Admin > Financials > Accounting, in the Accounting exports section.

To best track check financials, we suggest creating a Checks export separate from other accounting exports.

To ensure that all data is captured correctly, include the following settings in your account exports.

 

General accounting export

  • Batch - Export non-batch transactions only

     

    When running the export, you will want to make sure to Include checks not associated with any case.

    This will ensure that non case-related checks are included each export.

    checkbox for Include checks not associated with any case.

     

    Need more information?

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