Print Your Operating Account Checks

Note: You must enter a trust withdrawal before you can print a trust check.

Display Payee Address on Checks

Note: Payee Address will display right above the memo area of your printed check.

To display the payee address on your printed trust checks:

Edit the payee to confirm their zip code and city fields are populated.
From the left navigation panel, click Setup.
Atop the Setup left navigation, Firm Setting will display by default.
From the tabs atop the Firm Settings screen, click Firm Preferences.
On the Firm Preferences screen, in the Check Settings section’s Checks Print Add’l Info(Trust) field, click either Payee Address or Payee Address with Matter Info as desired.
In the upper right corner, click Save. The system saves your payee address selection.

Note: You must first enter an operating bank transaction with the ‘To be printed’ box checked. They are most often entered from the bank account area, but may also result from paying an Accounts Payable bill or issuing a credit memo to a client.

Once your transaction is entered you can print checks from two areas of the program:

From Matter Details – When viewing the details of a matter, click on the banking tab, and in the toolbar, you will see Action. Click and choose Print Trust Checks
From the Bank Ledger– Under Banking > You will find your list of bank accounts. When viewing the bank’s details, click on the transactions tab. In the toolbar, you will see Action. Click and choose Print Checks.

The Bank Account field will either be prepopulated with the bank account you are printing from, or include a list of banks associated with that matter you are within.
In the Check Style field, confirm the appropriate check style displays or change your default under Setup > Firm Settings > Firm Preferences > Check Settings.
In the First Check # field, confirm the number is the next available in your stock or change it as needed.
In the Last Check # field, this number is automatically calculated based on your first check number and the number of transactions selected below. This number will change as you select/deselect transactions from the list.
Check the box to Change Transaction Date to Today’s Date, if desired. This will change the date of the selected transaction to today’s date once printed.
In the check transaction list, select the checks you want to print.
In the lower right corner, the Total field automatically updates to reflect your selections.
Click Download Checks.
The system generates a PDF file for printing on your check stock.

If ever reprinting a check, be mindful of the first/last check number as you may need to go out of sequence.

The following steps are for when you print the checks to PDF and notice a mistake before printing onto check stock.

Locate the transaction from within Matter Details > Banking> Bank Details > Transactions. you will notice Ref# now displays a check number.
Single-click the check to highlight it and click Edit.
Toward the right of the Edit Trust Transaction screen, check the To be Printed box. To print displays in the check’s Ref # field.
In the top right corner, click Save.
Reprint the check using the steps above.

UpdatedMay 3, 2024