Each supported form type in Preferences (“generic laser,” “generic tractor,” etc.,) has a single check form that contains the stub specifications for the three kinds of checks currently produced — paychecks, payables payments, and general disbursements. Here are steps for customizing the three check stubs.
1. Go to the System menu and double-click Customize Reports and Forms.
2. Run the System/Company/Preferences command, go to the Forms tab, and click the Preview button beside Checks on the Forms menu to display the check form that is appropriate for you.
3. Position your cursor on the check form and right-click the mouse. The right-click menu has the commands, “Show Payables stub,” “Show Disbursements stub,” and “Show Payroll stub.”
4. A check mark beside one of the commands shows you which stub is displayed.
5. Select the stub you want to modify. Do your customizing to the stub section of the form.
6. Right-click, select each of the other stubs that you want to customize, and make your mods.
7. If you want to customize the single check face for all three checks, do your customizing to the face section (the section with the payee and the check amount in numbers and in words.)
8. To save your customized check form (all 3 stubs and the single check face) as the form that will be used to print all checks, save the form (click “Create new custom form”), enter a meaningful name, and click OK.
9. Then make sure the form you just created is displayed in the Checks field.
10. Now click “company preferences” to make this form the one that is used by this company.
The system uses —
- the Payroll stub when you print paychecks
- the Payables stub when you print vendor invoice payment checks
- the Disbursements stub when you print disbursements checks.
If you use the printer for other purposes, we suggest that in Windows Settings/Control Panel/Printers, you add a new printer definition that is for the same physical printer, but one that you can configure solely for the number of copies of checks to print and whether or not to collate. Click here for details. Then in 21st Century accounting software Preferences, select that printer definition as the check printer and configure it for the number of desired copies of each check.