Add an amount to an existing cheque

Updated Jul 10th, 2020

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.

Step 1

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.

Step 2

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.