List Checks
- Daniel Ruggieri (Unlicensed)
The List Checks screen gives the ability to search for a check made in the system. The search has multiple filtering abilities to narrow down the search.
Getting to List Checks
Under the Checks tab → Register Section is the ability to List Checks that have been written in a selected time frame.
List Checks will bring up the following Search functions.
Work Dates
The Work Dates Section allows the user to define the date range of the checks being searched for.
If only the date range is know, this is all that is required to start a search
Check Information
The filtering of the check search can be narrowed further through the addition of more information.
Account Information
There are several drop-downs that will allow for the filtering of the check search.
Status
Reconciled: Yes/No
Journal
Other Information
Check Type
Ability to filter by User is also available
Search Results
The search results will give you all the checks within the parameters set by the user.
If the check information needs to be edited, this is done by clicking the wrench icon to the left of the Check#.
If more information is needed about the Transaction, the number in the Trans # column is selectable. This will give you information about the transaction the check is part of.
