Reporting & Accounting for Check Writing

Get the full benefits of Check Writing by connecting it to your reporting and accounting.

Report on Check Writing Information:

Report on check information for your whole organization using User Reports.

Go to System > Reports.

System drop down, select Reports


On the left-hand side, go to User Reports > Add New Report.

Add New Report button in User Reports


Select Checks under Show Results For.

The information highlighted below can be reported on.

select Checks under Show Results For drop-down

Add Check Transactions To Accounting Exports:

To ensure your check information is included on your Accounting Exports, a Check Export needs to be set up by your Support Team. Contact us at 1-800-692-5111 with any questions!

When Checks are printed, transactions are automatically sent to accounting and will be included in the next accounting export as long as the following criteria are met:

  • Checks that are saved, but not printed, will not be exported.
  • Checks are only exported when your accounting export is set to Export non-batch transactions only.

Batch Processing field in General Report Info


Checks that are not associated with a case (in other words, written directly from the Check Writing page) are only exported when the Include checks not associated with any case is selected in reporting configurations.

checkbox for Include checks not associated with any case.


Need More Information?:


Need Help? Email us at or call 1-800-692-5111!