Overview

List individual check payers for bank tape, receipts, and audit history.

Steps

1. Click Itemize > Itemize Check.
2. In Description, select the Household/Student name.
3. Confirm or edit Category and Reason; choose Receipt if needed.
4. Repeat for each check. Use the edit pencil to split a check across multiple categories.
5. Use Print to generate Adding Machine Tape for the Bank, Bank and School Records, or Receipts.

Outcome

All checks show as itemized. Printed reports reflect payers and category splits.