Accounts Payable Write Checks Write a Check to a Non-Vendor

Write a Check to a Non-Vendor

Follow the instructions below to Write a Check to a Company or individual that has not been set up as a Vendor.

1.  Navigate to the Main Application Menu and select Accounts Payable/Write Checks. 

2.  The Write Checks form will be displayed.

3.  Pay From Bank Account - select the bank account from which the funds will be used for the check.

4.  Select the Other radio button.

5.  Select the appropriate Branch from the drop-down list.

6.  In Print Queue - if the check will be printed at a later time, select this option.  If the check will be printed once the form is filled out, do not select this option.

7.  In the Check area, fill-in/verify the following data fields:

·      Date - Date the funds will be deducted from the selected bank account.

·      Check # - Verify the check number that defaulted is the correct check number; correct if necessary.

·      Pay to the Order of - Type in the name of the person or company to whom the check is being written.

·      Amount - Type in the total amount of the check.

·      Address Label - Type in the address of the Payee; optional, however if the check will be mailed, fill in this field.

·      Memo - This field is optional; information that will print in the memo field on the check.

8.  In the center section of the Write Checks form are three tabs: Bills, Parts, Expense.  When writing an "Other" type check, only the Expense tab is available.  On the Expense tab select the G/L Account, Amount, Branch, Category in the grid area.  If the expense is for a Job, select the Job Number and the expense Type.

 

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