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Print Checks

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Print Checks

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A person at your institution, or at each office, should be responsible for printing checks each day to be sent (or given) to customers or third parties. Use the Loans > Check Printing > Checks screen to print reserve checks, reserve surplus checks, or funding checks.

 

Before checks can be printed, the applicable check format must be set up on the Loans > Check Printing > Check Format Setup screen for more information. GOLDPoint Systems has assigned specific format numbers for specific check types:

 

•Check Format 15 is only used for Funding checks.

•Check Formats 2 and 4 are only used with Reserve checks.

 

You can then use the Check Format Setup screen to set up the specifics of your checks, such as what fields to use. Refer to the Loans > Check Printing > Check Format Setup screen for more information.

 

The following steps outline how to print checks; how to reprint checks; how to print reserve checks for the same agent or company; and printing checks for the same account.

 

hmtoggle_arrow1Printing Checks

To print checks:

 

1.Select the type of check you want to print in the Check Type field. Valid options are Reserve or Funding.

 

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Tip: An institution option is available that will default an entry in this field (either Funding or Reserves). Contact your GOLDPoint Systems account manager and have them set up option CPDT (Check Print Default Type).

 

•If "R" is in that option, the Check Type field will default to "Reserve."

•If "F" is in that option, the Check Type field will default to "Funding."

 

2.If you are printing checks for your entire institution, clear out the Office field so that all check records from all offices will be displayed. If you are printing checks for only one office, enter that office number in the Office field.

 

3.If you want to only print checks from a specific date range, enter a Start and End Date in the applicable fields. If you print checks on a regular basis, you can leave those fields blank and just use the Status field to pull all new check records.

 

4.Select "New" from the Status field to retrieve all new check records (see the Checks screen main help for more information on when check records appear on this screen).

 

5.Click <Retrieve>. All new check records for that check type will be displayed in the list view table.

 

6.Select a check record in the list view table, or select multiple check records.
 
To select multiple check records, left-click each record while pressing the <Ctrl> key.
Or, click the top record, press and hold the <Shift> key, then click the bottom record. All the records in between will be selected.
Note: If selecting more than one check to print, all checks must use the same Format (e.g., all funding checks (Format 15) or all reserve surplus checks (Format 4)).

 

7.Enter a Starting Check Number in the provided field, but only if your institution does not use the Next Available Check Number option. If you need to adjust the next available check number, go to the GOLD Services > Next Available Check Number screen, and adjust the next number there (if you have proper security). Leave this field blank if you do use the Next Available Check Number option. See Common Errors below for possible errors involving the next check number.

 

8.Click <Print Checks>. The Print dialog box will display, where you can choose a printer tied to your computer.

 

9.Click <OK> and the checks will print to that computer.

 

If these steps don't work, or if you get some errors, see Common Errors below for possible solutions.

 

hmtoggle_arrow1Reprinting Checks

Occasionally, you may need to reprint checks due to paper jams, lost checks, or printing a check to the wrong Check Format. You can reprint checks as many times as you need. Reprinted checks are not sent to Check Reconciliation or run against a G/L account. In essence, the reprint is a printer function only.

 

To reprint a check, complete the following steps:

 

1.Select the type of check you want to reprint in the Check Type field. Valid options are Reserve or Funding.

 

2.If you are reprinting checks for your entire institution, clear out the Office field so that all check records from all offices will be displayed. If you are reprinting checks for only one office, enter that office number in the Office field.

 

3.If you want to limit returned checks by date range, enter the Start and End Date in the applicable fields.

 

4.Select "Printed" from the Status field to retrieve printed check records of the check type you indicated in step 1.

 

5.Click <Retrieve>. All printed check records matching the criteria entered will be displayed in the list view table.

 

6.Select the check record in the list view table for which you want to reprint a check.  

 

7.Enter a Starting Check Number in the provided field, but only if your institution does not use the Next Available Check Number option. The system will automatically assign the next check number if you use that option, so leave this field blank.
 
Tip: If you need to adjust the next available check number, go to the GOLD Services > Next Available Check Number screen, and adjust the next number there (if you have proper security). Leave this field blank if you do use the Next Available Check Number option. See Common Errors below for possible errors involving the next check number.

 

8.Click <Reprint Checks>. The Print dialog box will display, where you can choose a printer tied to your computer.

 

If these steps don't work, or if you get some errors, see Common Errors below for possible solutions.

 

hmtoggle_arrow1Common Errors

The following list shows some common errors that might occur when attempting to print checks:

 

If you get this error, someone has locked the next available check number. To unlock the next available check number, go to the GOLD Services > Next Available Check Number screen. You can see in the Locked By column the employee user name of who has the check number locked. Select that line in the table and click <Unlock> at the bottom of the screen.

 

If the system does not allow you to unlock it, contact the employee who has it locked and have them click <Unlock>.

 

This screen can also be found in CIM GOLDTeller under Functions > Administrator Options > Next Check Number.

 

This error occurs because you entered a faulty Starting Check Number and your institution uses the Next Available Check Number option. The system automatically uses the next available check number if that has been set up for your office on the GOLD Services > Next Available Check Number screen. The system uses the office tied to the employee to print the checks.

 

A quick way to fix this error is to not enter anything in the Starting Check Number field, then click <Print Checks> again.

 

Conversely, if you go to the Next Available Check Number screen, look to see what the next check number is according to the office within which you work. Go back to the Checks screen, and when you go to print the checks again, make sure that number is in the Starting Check Number field.

 

If you use the Next Available Check Number option, the system does not print the check number on the checks, even if the Check Number field is included in the Check Format. This is for blank checks where the number is already on the check-printing paper.

 

This error occurs when you try reprinting a check that has already been cleared in Check Reconciliation. Checks are sent to the Check Reconciliation system if your institution has option CKRC set. You will not be able to reprint checks once they're Status is cleared.

 

See the GOLD Services > Check Reconciliation > Check Detail Screen for more information.

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