Summary
The Check Layout Maintenance window is used to create and maintain customized check layouts that meet your unique needs.
Step by Step
1 Open the Check Layout screen (SS> Maintenance> Check Layout).
- The Check Layout screen will display all of the existing check layouts created in the application.
- Use the Report drop-down menu and the Name field to filter the check layouts that are displayed in the data grid below.
- Select a check layout and click DELETE to delete the selected layout.
- Select a check layout and click EDIT to edit the selected layout.
- This will open the selected layout in the Check Layout Maintenance screen.
- Select a check layout and click COPY to create a copy of the selected layout.
- This will create an exact copy of the selected layout in the New Check Layout screen. You will be required to specify a new, unique check layout name in order to save the copied layout.
- Click EXPORT to export a selected check layout.
- The exported check layout will be saved as an .xml.sb file in your downloads folder.
- Click IMPORT to import a check layout from outside of the system.
- This will open the Import a Configuration window.
- Click the BROWSE button or drag-and-drop the file to the right of the button to select the check layout you would like to import.
- Click the OK button to open the imported check layout in the New Check Layout screen.
- Click CREATE CHECK LAYOUT to create a new check layout. This will open the New Check Layout Maintenance screen.
2 Create a new Check Layout.
- The Check Layout Maintenance window consists of the General tab and the Labels tab.
- The Report drop-down menu is used to specify what type of layout will be created.
- Once a selection is made in this field, the Designer tab above will populate with a graphical representation of the selected check.
- The Configurable Check - 12 pt option is used for checks that meet additional bank requirements for payee validation.
- When this report is selected, the resulting layout text will be 12 pt Ariel (other than the MICR line), the fields will print in uppercase, the TO THE ORDER OF label will display to the left of the Payee Information, and there will be 1/2" of white space around the Payee Information.
- Enter a unique Name for the new check layout. This field can be up to 20 characters in length.
- The steps below outline how to customize the layout of the check. Please note that the changes made on the General and Labels tabs will not update the appearance of the check displayed via the Default Layout button. You will need to print a test check with the PR Data Preview button in order to confirm the changes appear as desired.
3 Edit the Object and Section elements on the General tab.
- Click the Whitespace icon and select a report section in the Designer tab. This will enable the Section layout fields in the left column of the Settings window below.
- The top section of the General tab is used to configure the Object layout fields.
- The Object layout fields - Object, Suppress, Height, Width, Left, and Top - are used to customize the size and location of the elements on the check.
- Not all objects on every check can be adjusted for size and location. Click the Default Layout button to open a visual representation of the check. Objects that can be adjusted are outlined in red.
- The Object field will display the name of the selected object. This field cannot be edited.
- The Suppress field is used to prevent the selected object from being printed on the check. By default, all objects are included when printed.
- Select True from the drop-down menu to prevent the selected object from printing.
- Select False to include the selected object on the printed check.
- For example, if your partner bank requires a dollar sign ($) be displayed before the Amount on the configurable check, select the Currency Symbol ($) object and select False in the Suppress field to ensure it is displayed.
- The Height field is used to adjust the height of the selected object.
- This value is displayed in inches and can be positive or negative. For example, entering "-0.25" will reduce the selected object height by a quarter of an inch.
- Graphical elements, such as logos or other images, will not appear properly if the Height is adjusted independently of the Width.
- The Width field is used to adjust the width of the selected object.
- This value is displayed in inches and can be positive or negative. For example, entering "-0.25" will reduce the selected object width by a quarter of an inch.
- The Left field is used to adjust the position of the selected object relative to the object's current left edge.
- This value is displayed in inches and can be positive or negative. A positive value will move the object to the right, while a negative value will move the object to the left. For example, entering "-0.25" will move the selected object to the left by a quarter of an inch.
- The Top field is used to adjust the position of the selected object relative to the object's current top edge.
- This value is displayed in inches and can be positive or negative. A positive value will move the object down, while a negative value will move the object up. For example, entering "-0.25" will move the selected object up the report by a quarter of an inch.
- The lower section of the General tab is used to configure the Section layout fields.
- The Section layout fields - Section, Suppress, Suppress if Blank, and Height - are used to set the amount of white space that will be included on the printed check.
- Not all sections of every check can be adjusted to increase or decrease white space. Click the Default Layout button to open a visual representation of the check. Sections that can be adjusted are outlined in blue.
- The Section field will display the name of the selected section. This field cannot be edited.
- The Suppress field is used to prevent the selected section from being printed on the check. By default, all sections are included when printed.
- Select True from the drop-down menu to prevent the selected section from printing.
- Select False to include the selected section on the printed check.
- The Suppress if Blank field is used to prevent the selected section from being printed on the check if the selected section does not contain any data.
- The Height field is used to adjust the height of the selected section.
- This value is displayed in inches and can be positive or negative. For example, entering "-0.25" will reduce the selected white space section height by a quarter of an inch.
- Changes entered on the General tab will not appear on the Default Layout screen. Click the PR Data Preview button to print a test check to see how the changes affect the layout.
- Click the Save button to save the Check Layout.
- Once a check layout is complete, you can use the Export button to export the check layout. That check layout can then be imported into the Check Layout Selection screen, allowing organizations to share custom check layouts.
4 Edit the Check Layout with the Labels tab.
- The Labels tab is used to edit the six labels that appear at the top of the configurable check stub.
- The current labels, as described in the bullets below, are also the default labels. If your organization has been using these labels on configurable checks and would like to continue to use these labels, no change is necessary. The AP and PR configurable checks will default to these existing labels:
- Accounts Payable:
- Vendor Name
- Vendor Number
- Check Amount
- Check Date
- Vendor Account Number
- N/A
- Payroll:
- Employee Name - Employee Number
- Department
- Check Amount
- Check Date
- Period Range
- Location
- Accounts Payable:
- If you would like to edit these labels, you can specify the label for each field by selecting the desired label in the Type column drop-down field next to the desired check stub location.
- In order to preview these changes on the check, you will need to save your changes and click the PR Data Preview button to print a test report.
- Click the Save button to save the Check Layout.