Check Printing Options

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Posted on by rcr123

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Good day,

I was doing some training in AP and one of the users asked why are their so many options to select and print. I never thought about it before, but the select checks options has the same as those identified separately.

What is the difference with the Edit Check batch as opposed to the Edit Check?

Also why do we print and then post?

Why does the remittance need a separate posting option?

Regards

Rosemary

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Microsoft Dynamics GP

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rcr123 7,986 on at

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RE: Check Printing Options

Thanks very much for your response, my apologies for my late response.

I appreciate you explanation, because the selection of checks here is not initiated from the 'Select Check' option rather it is the 'Edit Check'. The 'Select Check' option is how I was trained initially and I did not want to confuse anyone, but indicate to the user the differences.

Thanks again, very helpful.

Regards

Rosemary
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Cheryl Waswick on at

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RE: Check Printing Options

Hello Rosemary,

I will respond to your questions below:

1. I was doing some training in AP and one of the users asked why are their so many options to select and print.

--If you start with 'Select checks', you can automatically move from window to window from there and don't need to access the other options in the list. The other options are just there in case you need to go directly to one of those windows (so easy access). If you decide to process the batch later, then you can get to it. Sometimes if you have a posting interruption, you can also change the status on the batch and then go to the batch too, so it's just easy access directly to some of those windows.

2. What is the difference with the Edit Check batch as opposed to the Edit Check?

---The Edit check batch option brings you to the Edit Payables Check Batch window where you can add/remove vendors or documents from the currently built check batch. there is an 'edit check' button at the bottom of this window.

---The Edit check option brings you to the Edit Payables checks window (or edit check button in the prior window), so you can edit a current check in the batch.

--I do recommend to use the 'Build payment batch window and get the batch restrictions to pull the documents you want from the get-go, and then you don't need to use the 'edit' windows as well. The edit windows bypass the options in the 'build payment batch' window, so I do not recommend to use the Edit check batch window to build your batch.

3. Also why do we print and then post?

--Posting is always the last step to commit it to GL.

4. Why does the remittance need a separate posting option?

--I assume you mean the 'process remittance' option in the menu. Because there is an option to 'process remittance later', so this lets the user get back to this step. Again, if doing this all at once and starting from 'build payment batch" ("select checks") window, and following the process through to the end, then you typically wouldn't need to access these other windows separately.

I hope that helps.

Cheryl Waswick

Microsoft Support