How to set up and print Checks

Want to pay contractors or vendors out of ManageCasa? Welcome to our online check printing feature - a quick and efficient way to manage your payments directly from the ManageCasa platform. With just a few clicks, you can generate, customize, and print checks, streamlining your financial management process.

In this guide, we'll walk you through the steps to set up, customize, and print your checks, ensuring you have everything you need to manage your payments with ease.

Prerequisites

Before you begin printing checks, please ensure that your company information and bank details are properly set up.

1. Verify Company Information: Make sure your company, including the company address, is verified. Detailed instructions can be found in the Company Verification Walkthrough.

2. Add Bank Information: Ensure that your bank details are correctly entered. Guidance on how to add bank information is available in How to Add New Bank Information.

Important: When setting up your bank account, be sure to include the following details:

• Check Template
• Routing Number
• Account Number

If you didn't add this information during the initial setup, don't worry. You can easily edit your bank information later by following the steps outlined in How to Edit a Bank Account.

Check Templates

We currently offer four check templates with different settings to suit your needs:

• Default - Prints full recipient details, including address and bank routing numbers, for comprehensive transaction records.
  
  

• Bank Account Numbers - Includes essential payment information with bank account numbers, omitting recipient address for simplified processing.
  
  

• PrePrinted - Uses pre-printed details to streamline check printing, focusing on the most critical payment information.
  
  

• QuickBooks - Emulates the QuickBooks check format, integrating seamlessly with your accounting software for easy financial management.
  
  

Each template is designed for different requirements, so be sure to select the one that best fits your needs. If you require additional templates or have specific customization needs, feel free to contact us at support@managecasa.com.

Printing Checks

Once you’ve completed the prerequisites, you’re ready to print checks for your “Expense” transactions paid through checks.

1. Access Your Expense Transaction:

1. Navigate to Accounting > Transactions > Expense Transaction.
2. Open the relevant transaction and click + Add Payment.
   

2. Add Payment Information:

1. Fill out all required fields (*) in the payment form.
2. Click Pay Expense to complete the payment process.

3. Print Your Check:

1. After paying the expense, you can print the check directly from the transaction.
2. Simply click on the Printer symbol with the check # link, and your check will be automatically printed.

Conclusion

With these steps, you’re now equipped to easily print checks for your expense transactions. If you need further assistance or encounter any issues, our support team is here to help. Don’t hesitate to reach out at support@managecasa.com.