Who is this guide for?

Accounts Users and Accounts Supervisors

Osprey can print your cheques onto pre-printed stationery, saving time writing cheques which have already been posted on the system. You should contact your bank to arrange for pre-printed stationery.

Enable Cheque Printing

Supervisor > System Setup > Configuration Settings
Edit Cheque Printing to set it to True

Design the Cheque Template

Supervisor > Financial Setup > Cheques > Cheque Templates

To create a new template click New

Enter a description, tick whether you would like your cheque to display as unitary or as a sentence.

e.g. Unitary cheques have the units split so an amount of £2320.25 would look like this:

ThousandsHundredsTensUnitsPence
232025
Unitary cheque

Non-unitary cheques have the amount shown in words e.g.

Amount:
Two thousand three hundred and twenty pounds twenty five pence
Non-unitary cheque

Finally, choose the currency and click Save

To open the template for editing, select Design

Now create your template to match your stationery. We would recommend using tables for this.

You may insert the relevant merge fields by selecting the mailings menu and choosing Insert Merge Field to select the field to insert.

Close and Save the template

With the Cheque Template created, it should be linked to a Bank.

In Supervisor > Financial Setup > Banks

Click Edit, set the last cheque number, select the Cheque Template and click Save.

Printing Cheques

Using Case Management App

Banks & Journals > Cheque Printing

Using Internet Explorer

This image has an empty alt attribute; its file name is Banks-Cheque-Printing.gif
Banks & Journals > Cheque Printing

Select the correct bank

Using Case Management App

Using Internet Explorer

This image has an empty alt attribute; its file name is image-154.png

To print an already printed label select Printed rather than Pending.

Tick the cheques to be printed, you may also set a range by selecting the first and last cheques and click the Set Range.

Using Case Management App

Using Internet Explorer

Click Print to open Word and produce the cheques, print the cheques and close the document.