Setup Check Formats

Use this tab to add and access the check formats, which control how fields appear on checks.

The check format is selected on the Bank Account Setup Check Print Tab. You can select a default check format or use the Setup Check Formats tab to create your own formats.

If your system uses Simplified Company Setup, note that any default check formats that reference Property are suitable to be used for Company. For example, if you select the default check format Check_Stub_11_Prop, the checks are grouped by Company instead of Property.

Checks and deposit advices use the same formats. Information and procedures that apply to checks also apply to deposit advices.

The following table describes the default check and deposit advice formats. By default, these formats can be accessed from the Setup Check Formats grid and are listed in the Check Format drop-down list on the Bank Account Setup Check Print Tab.

Note

Check/deposit advice forms can be ordered from the website, www.FormsForInforPropertyManagement.com.

Default Check Format/ Deposit Advice Format	Report File Name	Paper Size	Grouped By	Description 1,2,3 See Addresses on Default Check Formats (next section)
Check Top
Check_Stub_11_Prop	rptAPCheck_Stub_11.rpt	8.5 x 11	PropertyCompany	The form prints with the check at the top and one stub at the bottom. Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Check_Stub_11_Vend	rptAPCheck_Stub_11.rpt	8.5 x 11	Vendor	The form prints with the check at the top and one stub at the bottom. Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³
Two Stub Top
Check_Stub_Stub_11_Prop	rptAPCheck_Stub_Stub_11.rpt	8.5 x 11	PropertyCompany	The form prints with the check at the top and two stubs at the bottom. Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Check_Stub_Stub_11_Vend	rptAPCheck_Stub_Stub_11.rpt	8.5 x 11	Vendor	The form prints with the check at the top and two stubs at the bottom. Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³
Check Bottom
Stub_Check_11_Prop	rptAPStub_Check_11.rpt	8.5 x 11	PropertyCompany	The form prints with one stub at the top and the check at the bottom. Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Stub_Check_11_Vend	rptAPStub_Check_11.rpt	8.5 x 11	Vendor	The form prints with one stub at the top and the check at the bottom. Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³
Check Bottom Legal
Stub_Check_14_Prop	rptAPStub_Check_14.rpt	8.5 X 14 (Legal)	PropertyCompany	The form prints two documents per page. It prints one stub and check on the top half of the page, and another stub and check on the bottom half of the page. Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Stub_Check_14_Vend	rptAPStub_Check_14.rpt	8.5 X 14 (Legal)	Vendor	The form prints two documents per page. It prints one stub and check on the top half of the page, and another stub and check on the bottom half of the page. Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³
Two Stub Top
Stub_Stub_Check_11_Prop	rptAPStub_Stub_Check_11.rpt	8.5 x 11	PropertyCompany	The form prints with two stubs at the top and the check at the bottom. Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Stub_Stub_Check_11_Vend	rptAPStub_Stub_Check_11.rpt	8.5 x 11	Vendor	The form prints with two stubs at the top and the check at the bottom. Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³
Two Stub Top Canadian
Stub_Stub_Check_11_Canadian_Prop	rptAPStub_Stub_Check_11_Micr.rpt	8.5 x 11	PropertyCompany	The form prints with two stubs at the top and the check at the bottom (Canadian format). Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Stub_Stub_Check_11_Canadian_Vend	rptAPStub_Stub_Check_11_Micr.rpt	8.5 x 11	Vendor	The form prints with two stubs at the top and the check at the bottom (Canadian format). Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³
Three Stub Top
Stub_Stub_Stub_Check_14_Prop	rptAPStub_Stub_Stub_Stub_Check_14.rpt	8.5 X 14 (Legal)	PropertyCompany	The form prints with three stubs at the top and the check at the bottom Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Stub_Stub_Stub_Check_14_Vend	rptAPStub_Stub_Stub_Stub_Check_14.rpt	8.5 X 14 (Legal)	Vendor	The form prints with three stubs at the top and the check at the bottom. Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³
Stub Check Stub w/Image
Stub_Check_Stub_11_Prop	rptAPStub_Check_Stub_11.rpt	8.5 x 11	PropertyCompany	The form prints with stubs at the top and bottom and the check in the middle. This is the only form that allows the printing of an image (on the check). Standard Setup – Property’s Main Address prints in the top left corner of the check. Bank address prints in top middle of the check. ¹ Simplified Setup – Company’s Main Address prints in the top left corner of the check. Bank Address prints in the top middle of the check. ²
Stub_Check_Stub_11_Vend	rptAPStub_Check_Stub_11.rpt	8.5 x 11	Vendor	The form prints with stubs at the top and bottom and the check in the middle. This is the only form that allows the printing of an image (on the check). Top left corner of the check is the Property’s/Company’s Return Address. Top middle of the check is the Property’s/Company’s Bank Address. ³

For Default Check Formats, below is information you can use to determine the where the different types of addresses print on checks—and where in the system you can update these addresses.

Note

For detailed descriptions of the fields referenced in this procedure, refer to Check Format Maintenance.

From the Setup Check Formats tab, click Add Check Format. The Check Format Maintenance tab appears.
Type a Description to identify the new check format.
In the Group By field, select either the Vendor or PropertyCompany radio button to specify how you want the information to be grouped on checks.
Select the radio button for the format you want to use: Check Top, Check Bottom Legal, Two Stub Top, Two Stub Bottom, or Check Bottom, Three Stub Top, Stub Check Stub w/Image, Custom Report.
Select each applicable check box to specify any additional information you want to print on the stub or check: Print Vendor ID On Stub, Print PropertyCompany Name On Stub, Print Customer ID On Stub, Print PropertyCompany Name On Check, or Print Customer ID On Check.

Note

If you selected "Vendor" in the Group By field, the following check box options are disabled: Print PropertyCompany Name On Stub and Print PropertyCompany Name On Check.

If you selected Stub Check Stub w/Image, verify that the proper Check Image appears; if it does not, refer to Images Overview for help. Otherwise, None appears in the field.
From the Overflow drop-down list, select one of the following options to specify where you want any additional lines to be printed when the number of detail lines on a check or advice exceeds the Lines Per Check or Lines Per Advice limit:

Void Next Check Overflow lines are printed on the stubs of additional checks. The full amount paid is printed on the initial check and additional checks are printed with a zero amount.

NOTE that in the Payment Inquiry grid, there is no drill-down link for the Check #, the Status for this check is Overflow, and the Description shows "Check Overflow [check number], where the check number is the number of the check that the overflow came from.

None (Multiple Checks) Lines are printed on multiple checks, with the amount paid for each check being the total amount of the lines printed on the check.

On Deposit Advice Overflow lines are printed on additional advice forms.

From the Summarize Detail drop-down list, select one of the following options: In Detail, By PropertyCompany, By Invoice, or By PropertyCompany & Invoice.
From the Void After Text field, type the text you want to appear above the dollar amount on the check (for example, Void after 90 days). Or, leave this field blank if you want the word AMOUNT to appear above the dollar amount.
From the Select Output Type field, select one of the following radio buttons to indicate the format for printing the check and advice: PDF or RTF File (MS Word).
If you want the digital signature(s) from your printer's signature cartridge printed on the check, select the Use Signature Font check box.
If you selected RTF File (MS Word) as the output type, review the MICR position. To edit the values, in the MicrX field, type the number of characters for the horizontal placement of the MICR code on the check. In the MicrY field, type the number of characters for the vertical placement of the MICR code on the check.
Using the Field drop-down menus on the Check Stub Details grid, specify up to 10 fields to be included in the check format. Select the fields in the sequence order (Seq) you want them to appear on the check.
For each field you selected, type the Starting Position and Length for the positioning of the field on the check format.

Note

Be sure to account for a space between fields. For example, if the end position for the first field is 12, the start position for the next field should be 14. In that scenario, the 13th position is a blank space.

Review the sample layout. Make any desired changes to your previous selections until you are satisfied with the sample.
Click Save.

Note

For detailed descriptions of the fields referenced in this procedure, refer to Check Format Maintenance.

From the Setup Check Formats tab, click Add Check Format. The Check Format Maintenance tab appears.
Type a Description to identify the new check format.
In the Group By field, select either the Vendor or PropertyCompany radio button to specify how you want the information to be grouped on checks.
Select the Custom Report radio button.
Select each applicable check box to specify any additional information you want to print on the stub or check: Print Vendor ID On Stub, Print PropertyCompany Name On Stub, Print Customer ID On Stub, Print PropertyCompany Name On Check, or Print Customer ID On Check.

Note

If you selected "Vendor" in the Group By field, the following check box options are disabled: Print PropertyCompany Name On Stub and Print PropertyCompany Name On Check.

From the Overflow drop-down list, select one of the following options to specify where you want any additional lines to be printed when the number of detail lines on a check or advice exceeds the Lines Per Check or Lines Per Advice limit:

Void Next Check Overflow lines are printed on the stubs of additional checks. The full amount paid is printed on the initial check and additional checks are printed with a zero amount.

None (Multiple Checks) Lines are printed on multiple checks, with the amount paid for each check being the total amount of the lines printed on the check.

On Deposit Advice Overflow lines are printed on additional advice forms.

From the Summarize Detail drop-down list, select one of the following options: In Detail, By PropertyCompany, By Invoice, or By PropertyCompany & Invoice.
In the Void After Text field, type the text you want to appear above the dollar amount on the check (for example, Void after 90 days). Or, leave this field blank if you want the word AMOUNT to appear above the dollar amount.
In the Custom Check Report File field, type the file name of the report file to use for printing checks.
In the Lines Per Check field, type the maximum number of detail lines that fit on the check remittance stub. For a two-stub check form, the recommended maximum is 14 or fewer lines per check.
In the Custom Advice Report File field, type the file name of the report file to use for printing advices.
In the Lines Per Advice field, type the maximum number of detail lines that fit on the direct deposit advice remittance stub. For a two-stub advice form, the recommended maximum is 14 or fewer lines per advice.
Click Save.