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Accounting & Bookkeeping · How-to guide

Create, sign and print a check

Prepare a check from approved bill payments or permitted transactions, then sign and print it through the controlled module workflow. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Authorised accounts payable staffFeature: Check creationModule v1.4.5
Jump to steps
Where to goAccounting → Checks → New Check
Before you startThis guide follows Accounting and Bookkeeping module version 1.4.5. The required access is Accounting Checks: Create. A related screen can remain hidden when an optional module is inactive, a source record is in an ineligible status, the selected account is inactive or the user is not an assigned approver.

What you’ll accomplish

Prepare a check from approved bill payments or permitted transactions, then sign and print it through the controlled module workflow. It forms part of Britixo Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.

How the module flow works

The controller supports check creation, bank data lookup, number-to-text conversion, signing, signature AJAX, ending-balance checks, print, print later, clear print later and print-a-check actions.

The check PDF uses the selected configuration and vendor address data.

After issue, the check remains outstanding until it clears the bank and is reconciled.

Follow these steps

  1. Verify the bills are approved.
  2. Go to New Check and select the bank account.
  3. Select vendor or payee and eligible bills.
  4. Enter or confirm check number, date, amount and memo.
  5. Check the preview.
  6. Apply authorised signature through the supported action.
  7. Print now or place in Print Later, then verify the register.

Fields and decisions to review

Bank accountThe account on which the check is drawn.
Check numberMust follow the configured sequence.
Payee or vendorRecipient printed on the check.
Date and amountMust match the approved payment.
Bills or expense linesExplain what the check pays.
MemoProvides reference.
SignaturesApplied only by authorised signers.
Print statePrint now or print later.

How to confirm it worked

After the action is saved, Britixo keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.

  • Open the saved record and confirm its final status.
  • Review the source reference and every debit and credit line where ledger data was created.
  • Use the relevant register, ageing, reconciliation or report to verify the wider effect.

Controls, checks and common mistakes

  • Do not sign blank checks.
  • Do not print duplicate numbers.
  • Keep the printed amount and bill allocation identical.
  • Secure failed print copies and void them when necessary.
  • Use the least destructive correction available and record the reason for material changes.
  • Do not bypass a permission, approval or closed-period control by changing unrelated data.
Accounting and data safetyDeletion, reset, void, refund, mapping, journal and reconciliation actions can change financial history. Use approved access, retain supporting evidence and validate the result in the General Ledger or relevant control report.
Browse connected topics:paymentexpensebankingreconciliationsupplier billvendorcheckreportapprovalmappingdouble-entry
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