In the check transaction list, select checks you want to print.This will change the date of the selected transaction to today’s date once printed. Check the box to Change Transaction Date to Today’s Date, if desired.This number will change as you select/deselect transactions from the list.
In the Last Check # field, this number is automatically calculated based on your first check number and the number of transactions selected below.
In the First Check # field, confirm the number is the next available in your stock or change it as needed. In the Check Style field, confirm the appropriate check style displays or change your default under Setup > Firm Settings > Firm Preferences > Check Settings. The Bank Account field will either be prepopulated with the bank account you are printing from, or include a list of trust banks associated with that matter you are within. When viewing a trust banks’ details, click on the transactions tab. From the Bank Ledger– Under Accounting > Banks you will find your list of bank accounts. From Matter Details – When viewing the details of a matter, click on the banking tab, and in the toolbar, you will see Action. Once your transaction is entered you can print trust checks from two areas of the program: You must enter a trust withdrawal before you can print a trust check.
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