Page Preferences - This link will take you to a page where you can set the preferences for the current page. On the register page you can determine which columns you would like to display, how many rows you would like to display, and more. For more information, click here.
Search Panel - The folder icon represents the search panel status. If the folder is open, , items 3-5 will be displayed along with the checks remaining window on the left. If the folder is closed, , these items will be hidden.
Min / Max Amount - These windows are part of the Search Panel. Enter in a minimum and maximum amount if you want to limit the display of checks by amount.
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.

"Search for" Box - 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. Be specific for fewer results, vague for more.

Select Boxes - This left-most column containing checkboxes 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 9 - 14.

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. There are two types of check edits. One is BEFORE the check has been printed, and everything is still editable. We have a detailed explanation of the Check Edit Page here. The other type of check edit is AFTER the check has been printed. There are only a few editable items on the check after it has been printed. That page is shown here.

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.

Items 9 - 13 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.

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.

Uncheck all. Yes it's obvious, does the opposite of #9, Check all.

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 15471. First, place a check mark into the box next to Check ID 15471. Next, click on the "To First Check" Click Saver. Check marks will be placed in all checks above 15471.

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 15471. First, place a check mark into the box next to Check ID 15471. Next, click on the "First Checked on" Click Saver. Check marks will be placed in all checks below 15471.

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 15475 and 15488. 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.

Items 14 - 18 are all Drop Down selections. Rather than clutter up the screen with 6 or more buttons, we have consolidated potential selections into a drop down window. Each available selection is described below. After you make your selection, simply click on the Take Action button and the operation will be commensed.

Print Selected Checks - Make this selection and click the Take Action button AFTER you have selected checks that you want to print (described in #1). All checks selected will be sent to the print page. Please make sure that you have set up your printer PRIOR to printing checks. For more information on setting up print preferences, click here. NOTE: You will NOT BE ABLE TO EDIT A CHECK AFTER IT HAS BEEN PRINTED. You can create a new check, or delete the printed check, but you cannot edit it after it has been printed. Please keep this in mind BEFORE printing checks.

Mark Selected Checks Cleared - Make this selection and click the Take Action button AFTER you have selected checks that you want to mark as cleared (described in #1). 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 #2 or #4 mentioned above.

Archive Cleared Checks - Make this selection and click the Take Action button AFTER you have marked selected checks as cleared (described in #6) and are ready to move them to archive. This button simply moves all checks that are currenlty marked as *cleared* to Archive. The same rules apply as archiving any checks as described in #5,you can always access these checks again in the Archived Register, and if necessary move them back from the Archive Register to the Check Register.

Archive Selected Checks - Make this selection and click the Take Action button AFTER you have selected checks that you want to archive (described in #1). All checks selected will be removed from the Check Register and transfered to the Archive Register. This is an efficient way to keep your register "uncluttered". Remember, you can always access these checks again in the Archived Register, and if necessary move them back from the Archive Register to the Check Register.

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.

Edit Selected Checks - Click this button AFTER you have selected checks you want to edit (described in #1) and you will be brought to the Check Edit Page. There are two types of check edits. One is BEFORE the check has been printed, and everything is still editable. We have a detailed explanation of the Check Edit Page here. The other type of check edit is AFTER the check has been printed. There are only a few editable items on the check after it has been printed. That page is shown here. 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.

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.

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.

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

Use Register

Other Check Register Page help links:

Check Edit