Custom Check Printing

Product: The Agency Manager, Series 9 and above

General Information
Custom Check Printing - Overview
Creating and Using Custom Check Templates
Three-part Check Output Setup

General Information

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.
 


TAM Series 8

 


TAM Series 9 and 10

 

After selecting the Customize Check Format tab, the default check template screen displays:


 

Canadian Format

 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:


 

Custom Check Printing Overview

Toolbar

The following options are available on the Toolbar:

New

When selected after making changes the current template, the OK to save checks options? prompt displays.

  1. Choose the Check Format.
  2. Select your desired option: Default, CPA Standard, or UK.

    Selecting a format generates a template based on the specified format.

Open

Displays files located in the H:\TAM\SAV folder that have an extension of SAV.

Save

 Saves the current template.

Save As

Saves the current template to another file name. It automatically saves with an SAV extension.

Print Sample

Prints a sample based on the current template and settings.

Cut

Cuts the item currently selected.

Copy

Copies the currently selected item.

Paste

Pastes the copied item or items.
 
Load Background Image

Loads a background image as the background of this template.

Undo

Undoes the last action.

Redo

Redoes the undone action.

Font and Style

Displays the Font edit window

Add New Text

Allows you to add text that prints on all checks.

  1. Click the Add New Text icon (nothing appears to happen).
  2. Click any part of the template workspace; an Add New Text window displays.
  3. Enter text in the Edit box.
  4. OK places the text into the template workspace.
  5. The text box displays on the template. Move it (drag it) to the specific location you want it.

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

Cancel the workflow.

Insert Image

Allows you to include an image to print on all checks.

  1. Click the Insert Image icon (nothing appears to happen).
  2. Click any part of the template workspace; a Choose a background image window displays, even though you are selecting an image.
  3. Select a previously saved image and click Open. This places the image into the template, you can move (drag) it to the specific location you want.

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.
 

Data Elements

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 workspace.
 
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.

Options

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.

Checks

Eleven Inch Format: To use the 11 inch check format, set this option to True. 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

Format

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.
 

Create and Use Custom Check Templates

TAM Series 10 and above

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.

TAM Series 9

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.

Creating Templates

To create a custom check template to use at a future time, complete the following steps.

  1. Select Check Printing from the Cash Disbursement menu (Accounting, Disbursements, Print Checks)
  2. Select Journal.
  3. Select the Customize Check Format tab.
  4. Make a copy of your current check default:
    1. Select the Save As tool on the toolbar.
    2. Enter a file name to save. It automatically saves with a SAV extension.
  5. Make changes to create the new check template by editing the current workspace template.
  6. Save the new template:
    1. Select the Save As tool on the toolbar.
    2. Enter a file name under which to save this template and select Save. Again, it automatically saves with a SAV extension.
  7. Continue to set up additional templates by following steps 5 and 6.

Use Templates

TAM Series 10 and above

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.

TAM Series 9

To use a previously created template that is not currently your check default, follow the steps below:

  1. Select Check Printing from the Cash Disbursement menu (Accounting, Disbursements, Print Checks)
  2. Select Journal.
  3. Select the Customize Check Format tab.
  4. Make a copy of your current check default:
    1. Select the Save As tool on the toolbar.
    2. Enter a file name to save. It automatically saves with a SAV extension.

    Note: Skip this step if you already have a copy of your default check saved.

  5. Click Open on the toolbar
  6. Select the template you want to use and click Open. Your template displays in the workspace.
  7. Click Save As on the toolbar.
  8. Select the file name CHECK.SAV and select Save.
  9. Answer YES to replace the file that already exists.
  10. The template selected becomes your default check output when printing checks.
  11. To get back to your original check default, follow steps 1-3 and steps 5-6 above. Note that in step 5, you will select the file that you created (step 4 from the Creating Templates section) when you first saved a copy of your check default.

Three-Part Check Output Setup

Create an Output

Use the following steps to create a custom output for three-part checks:

  1. Select Check Printing from the Cash Disbursement menu (Accounting-Disbursements-Print Checks)
  2. Select Journal
  3. Select the Customize Check Format tab
  4. Set up the proper workspace:
    1. In the template workspace, make sure no Data Element items are selected (no grey edit boxes exist).
    2. Set Eleven Inch Format to False. This setting is under Options (lower right window, Checks, Eleven Inch Format. If it is set to True, double click the label and it will change to False.
  5. Resize the work area. Under Options (lower right window), Format, Work Area Size, change the size to 612, 792. So, if you click the plus sign and expand the options, it needs to be Height 792 and Width 612.
  6. Copy and paste the stub information. Select the Stub Detail and click Copy, or right click and select Copy.

    Note: All the Data Elements in the Stub Group relationship are part of one group, so, if you copy any components, all copy.

  7. Select the Paste tool on the toolbar (nothing appears to happen).
  8. Click about an inch below the Check Amount label in the template workspace.
  9. Align the third stub.
  10. Select the newly placed Stub Detail.

    Note: All the Data Elements in the Stub Group relationship realign when any elements in the group are moved.

  11. Select the Customer Number in the workspace on the third stub. Under Options (lower right window), Appearance, Location, click the +. This displays the values for X and Y. Change X to 23 and Y to 538.

    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.

  12. Print a sample using the Print Sample tool on the toolbar.

Save the template

  1. Select the Save As tool on the toolbar.
  2. Enter a file name.

    Note for Series 9: To save this template as your default output, select CHECK.SAV in the Save Format As window and save. Save it as another file name first so that you have a backup copy.

Last Revised: February 19, 2008 02:22 PM

SWE34459

Applied Systems, Inc.     This file is for the designated recipient only and may contain confidential, proprietary, or otherwise private information. Any other use or distribution of this information is prohibited. The information contained in this file is provided for informational purposes only. It may not be construed as an offer, warranty, or contract, and it is not intended to enlarge, modify, or otherwise change the terms of Applied Systems's individual contracts with its customers. The information is current as of the date it was accessed. Readers should not rely on this information if it is not current. Applied Systems disclaims liability for any claims or damages resulting from reader's reliance on non-current information. The Agency Manager, TAM, The Agency Manager Vision Series, Vision, TAMOnline, VisionOnline, AppliedOnline, Applied Systems, fax@vantage, InScope, Applied ConneXion, The power to make you more profitable, Our software is just the beginning, DORIS, DORISOnline, Epic, and EpicOnline are trademarks or registered trademarks.