How to Calibrate and Print a Cheque

Part 1: Calibrate your cheque layout

1. Open the Cheque Printing settings. Go to Property Settings → Accounting, find the Accounting Settings card, click Manage, and open the Check Printing tab.

2. Pick or create a profile. Use the Profile dropdown to choose an existing profile, or click New profile to start from the default US voucher layout. The list shows this property's own profiles. If you can manage accounting settings, choosing a profile in the Profile dropdown immediately makes it the one this property prints with. If a profile is shown but is not in use here, a Use for printing at this property button appears next to the dropdown; click it to make that profile the one this property prints with.

3. Position the fields. In the preview, drag any field to move it, or select a field and use the X / Y millimetre boxes for precise placement. Use the arrow keys for a 1 mm nudge (hold Shift for 0.5 mm). You can also turn individual fields on or off and set each field's font size.

4. Choose remittance lines. Under Remittance advice lines, toggle which details print on the stub (vendor address, account #, tax #, PO number, invoice number, description, GL account, amount breakdown).

5. Test print. Click Print test page to print the layout with a grid overlay and field labels onto a blank sheet. Hold it against a real cheque to check alignment, then adjust and repeat.

6. Save. Click Save to store the layout on the profile.

7. (Optional) Copy to your other properties. Click Copy to my other properties to make a separate copy at each property where you can manage accounting settings. Choose whether to fill only properties with no layout, or switch each one to its copy. Later changes at one property never affect the others.

8. (Optional) Import from another property. Click Import from another property, pick a layout, and a copy is made here.

Part 2: Print a cheque

From an expense:

1. Open the expense and mark it paid using Check as the payment method. Right after, you'll be offered Print cheque.

2. For an expense already paid by cheque, open it and choose Reprint Cheque from the actions menu. A reprint reuses the original cheque number.

From a reimbursement:

1. Open the settled reimbursement and click Print cheque.

In the print dialog:

• A scaled preview shows exactly what will print. Load your cheque stock, then click Print to use your browser's print dialog.

• If the payment has no cheque number, a warning appears: write one on the cheque or set a payment reference first.

Requirements & notes

• Available when accounting is switched on and the property's plan includes cheque printing; only people with accounting write permission see the print and reprint actions.
• Printing never changes accounting records: it is display-only.
• v1 supports US Letter cheque stock.