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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Protecting Check numbers
Finance | Project Operations, Human Resources, ...
Suggested answer

Protecting Check numbers

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Posted on by LucyP80 30

Hello,

I have a question regarding manual payments...

when applying manual payment to the invoice I have to pick Payment Method (check, Cash, Credit Card).

For the cash payments I pick cash but when i forget to change it to cash method , check number is assigned automatically and if I don't catch mistake before posting check number is used.

Then  when the time comes to writing the check the number has already been used and I have to add a dot to it.

How can I protect check numbers?

Help.

Thank you

Lucy

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Suggested answer
    Jeff Grant Profile Picture
    Jeff Grant on at
    RE: Protecting Check numbers

    Hi Lucy,

    There is not a method to turn off the check number field if Check is selected for the payment in Dynamics GP.

    However, please note that the Cards | Financial | Checkbook | Checkbook Maintenance window gives you the option to re-use check numbers, which you can have on by default or switch to have on just when producing the next check with the same check number accordingly.

    Best Regards,

    Jeff

    Dynamics GP Support

  • LucyP80 Profile Picture
    LucyP80 30 on at
    RE: Protecting Check numbers

    Jeff,

    Thank you for your help.

    Lucy

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at
    RE: Protecting Check numbers

    Hi Lucy,

    You can also have a small customization to default Payment Method to Cash when window gets open.

  • LucyP80 Profile Picture
    LucyP80 30 on at
    RE: Protecting Check numbers

    Hi Almas,

    Can you please instruct me how to do that?

    Thank you

    lucy

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at
    RE: Protecting Check numbers

    LucyP80 

    Please message me in private , I will provide you small piece of code .

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