Overview

The first time Issue Checks - Disbursements is used, the starting check number defaults to 1. You can set the school’s starting check number on the first entered check so that subsequent checks follow the correct sequence.


Steps

  1. From the Main Menu, select Income > Issue Checks - Disbursements.
  2. Click into the Check Number field.
  3. Enter the school’s starting check number for the current check stock.
  4. Press Enter or the Tab key to confirm.
  5. Enter the remaining Check Information on the form.
  6. Click Forms > Add Form. The next check in the sequence will auto-populate.
  7. Verify that Previous Check Number displays the prior number in the sequence.

Outcome

The starting check number is set and subsequent checks follow the correct sequence automatically.

Troubleshooting

  • If the check number does not advance, confirm the starting number was entered and saved correctly.
  • If the sequence skips numbers, verify there are no duplicate or unused forms in the batch.

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