This guide walks you through printing checks in Aplos, including setting up accounts, configuring print settings, and managing dismissed transactions for efficient financial oversight.
Navigate to the Check Print screen by selecting Fund Accounting > Transactions > Check Print
Select Payments to Print Checks
Simply select the payments you want to print by checking the box next to each transaction listed, enter the starting check number, and then click 'print'.
Check Print Fields
Enter the recipient's details, including address, city, state, and ZIP code. Review all details before clicking 'Print' to avoid errors that may require voiding or reprinting.
Before printing checks, you can update any necessary address field or the memo field in the Check Print screen. Any update to the address fields will automatically update the contact's profile information. Updates to the memo field may add a note field to the printed check.
Printing Configuration
Select the appropriate check style
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- Draft Style: Prints three checks per page, perfect for faster batch processing.
- Voucher Style: Prints one check at the top and two stubs below, great for detailed payment information and record-keeping
Adjust the print margins for alignment
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- Use the "Top Print Page Margin" field to make small adjustments to the alignment in inches.
- Start with small changes and refine as needed to ensure checks print correctly.
Test your configuration
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- Perform a test run on a blank sheet of paper.
- Hold the test page up to your check stock to check alignment.
- If the printed fields are too high or too low, increase or decrease the margin incrementally.
Save your configuration
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- After adjusting the settings, click "Update Config" to save your changes.
Reprinting a Check
Locate the check to reprint
- From the Check Print screen, adjust the search options as needed.
- Toggle the "Hide Previously Printed" option to "No" to include previously printed checks in the search results.
- Optionally, set a date range to narrow the search if needed.
Search for the check
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- Click the "Search" button to apply the updated search criteria.
- This will display all checks, including those previously printed.
Select and prepare the check for reprinting
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- Check off the box for the specific check you need to reprint.
- Ensure the starting check number is updated correctly to maintain the proper order.
Ordering Your Check Stock
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Dismissing Transaction on the Check Print Page
The Check Print page in Aplos displays a list of expenses entered through the register or Accounts Payable module. This acts as a queue of transactions that could potentially require a printed check. However, some transactions—like those paid via debit card or set up for auto-pay—might never need a physical check. To keep your queue clear, you can use the Dismiss option to remove unnecessary transactions.
Dismissing transactions from your Check Print Page
- Navigate to the Check Print page.
- Check the box on the left of each transaction you want to dismiss.
- Once selected, click "Dismiss Selected" to hide them from the queue. These transactions will move to a hidden page but remain accessible.
Accessing Dismissed Transactions
To view dismissed or hidden transactions:
- Adjust the search options at the top of the Check Print page.
- Set "Hide Dismissed" to "No" and click Search.
- This will display a list of all previously dismissed transactions.
Restoring Dismissed Transactions
To bring back dismissed transactions to the Check Print page:
- Check the box on the left of the transactions you want to restore.
- Click "Show Selected" to return them to the active queue.
Printing from the Dismissed Page
You can print checks directly from the dismissed transactions page if needed.