Who is this guide for?
Accounts Users and Accounts Supervisors
You may wish to add an amount to a cheque that has yet to be printed, for example, where a client has several matters where client money is owing to them. This could be used to produce one cheque for the entire file rather than one per matter.
First, navigate either:
- to the Client Ledgers tab and select Client Bank Payment for a client cheque or Office Bank Payment for an office cheque from the Posting Type drop down list. Then click Post.
- to the Nominal Ledgers and select Payment from the posting type drop down list. Then click Post.
Fill in Date, Detail, Amount, Tick Cheque required and enter a Reference. Then select the Post button.
This will bring up a further set of options at the bottom of the posting screen. The Cheque Number drop-down list gives you the option to select Add to Existing Cheque.
The transaction will be added to the total for the cheque you selected.