AR Now Online Help                            

Archived Register
This is the help page for the Archived Register page. We will first give you and overview of the page and its uses, then provide you with links to pages for each operation where that operation will be discussed in detail.
     The Archived check Register is very similar to the main register.  Whether it is editing existing checks(unprinted), deleting checks,or un-archiving checks you can do it here.  AR Now online which was created by Perusion using Interchange, uses an extremely efficient technique for the manipulation of multiple records.  You first select the records you wish to work with, then proceed with the operation automatically.  The selection procedure is the same whether you are editing or printing checks.  This allows for a quick learning curve for all operations. All operations can be performed on individual or multiple checks.

Below is a screen shot with specific operation areas labeled with numbers.  The corresponding explanations for each area are listed below.

Archived Check Register

  1. Min / Max Amount -  There are two amount range windows, a minimum amount and a maximum amount. Just select a range that includes the check amount you are looking for.

  2. Date Range - There are two date range windows, a min date and a max date.  Simply select the starting and ending date range for the checks you wish to display and click on the Go button.  All checks within the selected date range will be displayed.

  3. Search for Check - Simply enter any information into the search window and click go.  All related checks will be displayed. This search is very powerful, so you can normally return as many or as few records as you like.  For example, if you type "son" into the window, you will return all "Johnsons, Andersons, Nelsons as well as Sonny, Sonja, and any other words containing "son". If you want less results, be more specific. You can also type in a check number or amount, but again keep in mind how the search works.

  4. Select Boxes - This left-most column containing check boxes is the heart of the multiple selection capability of the check register. To select checks for edit, simply put a check into the box next to the check that you want to edit.  You can select as many checks as you like for all operations EXCEPT Copy selected Check as New.  For that operation you can only select 1 check at a time.  There are some time saving approaches to using the check boxes, and these are explained in #s 13 - 17.

  5. Single Check Edit Link - If you simply want to edit one check, just click on it's Check ID. This is a link that will take you to the Check Edit page. We have a detailed explanation of the Check Edit Page here.

  6. Sort By Headers - Each column header is a link.  If you click on this link, the Register will be sorted by that column. If you click on it again, the Register will be sorted by that column, only in reverse.

  7. Edit Selected Checks - Click this button AFTER you have selected checks you want to edit (described in #2) and you will be brought to the Check Edit Page. If you have selected more than one check,  after you edit the first check and press OK, the next check selected will appear in the edit window automatically.  This will continue until you have edited all checks selected. REMEMBER, if you have already printed the check, you will not be able to edit the check.  You WILL be able to mark the check cleared (or uncleared), or verified (or not verified).

  8. Delete Selected Checks - Click this button AFTER you have selected checks that you want to delete (described in #1).  All checks selected will be deleted. IMPORTANT- THIS OPERATION IS NOT REVERSIBLE. DELETION IS PERMANENT. If you are not sure, use Archive instead.  You can always delete from there at a later date.

  9. Copy selected Check as New - This is the only single record operation on the page, meaning that you can only select 1 check at a time to copy. Example: Suppose a regular customer calls in with a payment.  Rather than enter everything in, you can simply put a check mark next to a previous check that was created for this customer, and press the Copy selected Check as New button.  All information with the exception of the amount, check number, and date will be transferred to a new check, and the Write Checks window will be opened for you

  10. Un-Archive Selected Checks - Click this button AFTER you have selected checks that you want to un-archive (described in #2).  All checks selected will be removed from the Archived Check Register and transfered to the main Check Register.

  11. Clear Selected Checks - Make this selection and click the Take Action button AFTER you have selected checks that you want to mark as cleared (described in #2).  You can use this feature for anything you like, but it was designed to allow an accounting method to mark checks after they have been verified to have cleared the bank.  It can also be used in conjuction with other functions to present a clear picture of check status.  For example, suppose you have a large register of both cleared and uncleared checks.  To view all cleared checks together, simply click on the Column Header (as described in #3) and all of the cleared checks will be grouped together. NOTE: If you need to change the status of a check from Cleared back to Uncleared, you need to use the Check Edit Page, using either #5 or #7 mentioned above.

  12. Take Action - This button simply puts into action your selection from the dropdown window described above.

    13. Items 13 - 17 are all Click Savers. What this means simply is that you can use them instead of having to select many items individually. Each Click Saver is described below.

  13. Check all.  Clicking on this Click Saver will put a check mark in front of all of the checks currently displayed in the register. Example: Want to clear all the checks in the register? 2 clicks will do it. Just click this Check all button, then click on #6 Mark selected checks cleared.  All of the displayed checks will be marked as cleared.

  14. Uncheck all.  Yes it's obvious, does the opposite of #13, Check all.

  15. To First Check.  This one will place a check mark into all of the boxes above the currently selected box.  Example, in the screenshot above, suppose you wanted to check all of the records above Check ID 241.  First, place a check mark into the box next to Check ID 241. Next, click on the "To First Check" Click Saver.  Check marks will be placed in all checks above 241.

  16. First Checked on.  This is just the opposite of To First Check.  Clicking this will place check marks in all boxes BELOW the currently selected box.Example, in the screenshot above, suppose you wanted to check all of the records above Check ID 241.  First, place a check mark into the box next to Check ID 241. Next, click on the "First Checked on" Click Saver.  Check marks will be placed in all checks below 241.

  17. Invert..  This Click Saver will invert, or reverse the currently selected boxes to not selected, and not selected to selected.  Example: Suppose you wanted to print all the checks in the above screen with the exception of  Check ID's 241 and 243. Simply put a check into each one of those boxes, then click on the Invert Click Saver. All checks with the exception of the 2 you initially selected will now have check marks.  Then click on #7 Print selected checks, and you are good to go.

Other Archived Register Page help links:

Check Edit

 How to edit a check or checks after selecting from  the register.

Check Register

 Help page for the main check register.

Print Preferences
 How to setup a printer and choose your checkstock.