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This text refers to program version 8.4  

Operations Menu - Personnel Payment - Print Cheques

This page describes the 'Print Cheques' function on the Operations menu in the Personnel Payment record window. If you are using iOS or Android, the 'Print Cheques' function is on the Tools menu (with 'wrench' icon).

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If you specify the Serial Numbers of Own Cheque records in the Cheque field in each row in a Personnel Payment, you can then use the 'Print Cheque' function to print those Own Cheques immediately, without the need to change to the Cheques module. You will usually use this function from a Personnel Payment that has a Payment Mode in which the Type is "Own Cheques", in which case you must connect each Personnel Payment row to an Own Cheque. An easy way to do this is to use the 'Prepare Cheque' function immediately above this one on the Operations/Tools menu. There is no need to save a Personnel Payment before using this function, or to mark it as Ordered or OK.

You can also print Own Cheques in batches. To do so, first change to the Cheques module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Forms] button, also in the Navigation Centre and double-click 'Own Cheques' in the 'Forms' list window. If you are using iOS or Android, tap the [Routines] button in the Navigation Centre and then tap [Forms]. Tap 'Own Cheques' in the 'Forms' list window. In all cases, enter the Serial Number (or range of Numbers) (i.e. not Cheque Numbers) of the Own Cheques that you want to be printed and press [Run].

To specify the Form Template that will be used when you print Own Cheques both singly and in batches, follow these steps using Windows or Mac OS X (not iOS or Android):

1. Design the cheque document using the Form Template register in the System module. Use the 'Properties' function on the Operations menu to name the Form Template (in this description, we have used the name "OWN_CHEQUE") and to assign it a Form Type of "Own Cheques". Full instructions for using the Form Template register can be found in the 'System Module' manual.
   

2. Select the Cheques module using the [Switch Module] button in the Navigation Centre.
   

3. Click the [Forms] button in the Navigation Centre. The 'Forms' list window will be opened: highlight 'Own Cheques'.
   

   

4. Select 'Define Form' from the Operations menu.
   

   

5. In the subsequent 'Form Definition' window, enter "OWN_CHEQUE" in the Form Template field in the first row (you can use 'Paste Special' to ensure the spelling is correct).
   

   

6. Click [Save] to save the Form definition. From now on, the Form Template that you have designed will be used, from the 'Forms' function in the Cheques module and when selecting 'Print Cheques' from the Operations/Tools menu when viewing a Personnel Payment.
   

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   The Personnel Payment register in Standard ERP:
   

   • Introduction
     

   • Entering a Personnel Payment
     

   • Inspecting Personnel Payments, Marking as OK and Posting to the Nominal Ledger
     

   • Printing Payment Forms and Cheques
     

   • Invalidating Personnel Payments
     

   • Operations menu, including:
     
     • Order
       

     • OK
       

     • Print Cash IN-OUT
       

     • Open NL Transaction
       

     • Bank Statement
       

     • Prepare Cheque
       

     • Print Cheques
     
     
   • Create menu
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   • Home page for Expenses module manual
     

   • Home page for Standard ERP manual

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