Custom Check Printing - Overview
Creating and Using Custom Check Templates
Three-part Check Output Setup
Check printing uses the same security that it did previously. No security option was added for the Customize Check Format. The appearance of the Check Printing window changed; the various options are tab selections instead of buttons. Check Print Options is now called Customize Check Format.
Note for Series 10 and above: If you do not see the Customize Check
Format tab, you may not have sufficient security rights. Ask you system
administrator to grant you rights to Revise Check Format in Security Manager.
After selecting the Customize Check Format tab, the default check template screen displays:
In Series 8, select the Canadian Payment Association Standard Printout from the Check Print Options button:
In Series 9 and above, to choose the Canadian format, you must click the blank template icon on the top left of the Customize Check Format screen. A dialog box displays and prompts you to choose the CPA Standard format:
The following options are available on the Toolbar:
When selected after making changes the current template, the OK to save checks options? prompt displays.
Displays files located in the H:\TAM\SAV folder that have an extension of SAV.
Saves the current template.
Saves the current template to another file name. It automatically saves with an SAV extension.
Prints a sample based on the current template and settings.
Cuts the item currently selected.
Copies the currently selected item.
Pastes the copied item or items.
Load Background Image
Loads a background image as the background of this template.
Undoes the last action.
Redoes the undone action.
Displays the Font edit window
Allows you to add text that prints on all checks.
You can also add text by right clicking any part of the template workspace that is not a data element.
Once you add a new text area, it becomes available as a Data Element.
Cancel the workflow.
Allows you to include an image to print on all checks.
You can also add an image by right clicking any part of the template workspace that is not a data element.
Once you add an image, it becomes available as a Data Element.
The image below displays a list of Data Elements to include or exclude from the checks printed.
If the checkbox is selected, then that Data Element will be included and displayed in the template workspace.
If the checkbox is not checked, then that Data Element will
not print on the check and does not display in the template
Placing the mouse arrow on a Data Element that has the checkbox checked highlights that item in the workspace in a red box. If the Data Element is not selected, placing the mouse arrow over it does nothing.
Access General Options by clicking any part of the template workspace that is not a specific Data Element. Each Data Element has unique defined options, and those options are displayed under Options when the element is selected on the template workspace.
Note: The True/False indicators can be changed by double-clicking on the label or by using the dropdown menu that displays after a single-click.
Eleven Inch Format: To use the 11 inch check format, set this option to
Set this option to False to use the short stub format.
French: Sets the stub column headers and Check Amount label to French.
Truncate Excessive Detail Lines
Background Image: Same as Load Background Image tool on the Toolbar
Margins: Margin settings
Relationships: Edit, Add, or Remove relationships defined for the Data Elements.
Work Area Size: Defines that size of the template workspace.
TAM Series 10 creates a new folder called \TAM\SAV\CHECKPRT that holds all check printing options. All custom check files are held in this folder. All files for check printing must have SAV (all capital letters) as the extension and be stored in this folder. Creating new files or changing existing files automatically saves those files to this folder.
The default check template is named CHECK.SAV and is stored in the TAM\SAV
directory. This default template loads each time you enter the Custom
Check Format tab. TAM automatically saves the latest check revisions to
this file. If you make changes to the template and choose to save the file, the
new format will be saved as CHECK.SAV and will become the default check format
that is loaded each time you open the Custom Check Format tab.
If you create one template that fulfills all your check printing needs, it is best to save it as the default. However, you may want to create several different check formats to fulfill different needs. In this case you would want to make your changes to the format of the check and then choose the Save As option. You will then be asked to give the template a unique name. The next time that you need to print checks using one of these saved templates, you would click the load file icon and select the template you want to use. Please note that the template named CHECK.SAV is the one that automatically loads the first time you select the Custom Check Format tab.
To create a custom check template to use at a future time, complete the following steps.
The check printing workflow contains a new dropdown box that looks at the TAM\SAV\CHECKPRT folder and displays all files with SAV extension. This dropdown box lets users select the proper check setup. The screen also contains two new checkboxes: One lets you optionally include voided checks, and the other lets you perform a check alignment.
To use a previously created template that is not currently your check default, follow the steps below:
Note: Skip this step if you already have a copy of your default check saved.
Use the following steps to create a custom output for three-part checks:
Note: All the Data Elements in the Stub Group relationship are part of one group, so, if you copy any components, all copy.
Note: All the Data Elements in the Stub Group relationship realign when any elements in the group are moved.
Note: Depending on the check stock you use, you may need to change the values of X and Y to place the stub information properly. Also, you may need to update the height of the first or second stub, depending on your check stock.
Last Revised: February 19, 2008 02:22 PM
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