Individual Check Generation

Print checks for individual debit transactions.

1. Go to: Avatar CFMS > Account Management > Individual Check Generation
2. In the Select Client screen, enter the client name or ID number. Select a client from the list.
3. In the Location field, select the printer to print checks.
4. In the Account Number field, select an account number. This list only contains the open accounts created for the client in the Account Registration form.
5. The Balance field displays the total balance of the account. Any soft or hard holds are not reflected in this balance.
6. In the Date Of Transaction field, enter the date to appear on the check.
7. In the Transaction Code field, select a transaction code. Only debit codes that are not hold codes will appear. Transaction codes are created in the Add or Edit Transaction Codes form.
8. In the Description Of Transaction field, enter a description.
9. In the Enter Dollar Amount field, enter the amount of the transaction.
10. In the Withdrawal Number field, enter the number associated with the withdrawal.
11. In the Check Payable to Client or Vendor field:

• Select Client if the check is to be payable to the client owning the selected account.
• Select Vendor if the check is to be payable to a vendor.

11. In the Select Vendor field, enter the vendor name or ID number. Select a vendor from the list. This field contains all of the vendors entered in the system. See Vendor Registration for more information.
12. Click Submit.

► Dictionary Value

• Location

► Registry Settings

• Check Printing Preferences