View Details - View Cheques Within a Batch
Overview
The Batch Details page displays the individual cheques from the batches selected on the Batch Headers page in a tabular format.
Each row in the table represents a cheque. For each cheque you can review:
- Order number detailing the order in which each cheque was imported as part of the batch.
- Batch number that the cheque belongs to.
- Payee name.
- Supplier code.
- Cheque date.
- Cheque value.
- Cheque number/serial number.
- The number of signatures which will be printed automatically when the cheque is printed.
- The number of manual signatures the cheque will require once the cheque has been printed.
- The number of times the cheque has been printed.
- The total number of pages that will be printed for the cheque (includes remittance pages).
- Cheque status.
- Bank account the cheque is assigned to.
- Printer where the cheque will be sent to print. Note that remittance and copy prints can be sent to other printers, dependent on options set for the bank account linked to the cheque.
Actions
From this page is it possible to perform the following actions:
- Request Authorisation - Request authorisation to print one or more selected cheques. Please note that this is only required if your cheque print workflow requires that cheques have been authorised prior to printing.
- Print - Send one or more selected cheques to print.
- Print Copy - Print a copy of one or more selected cheques.
- Preview - Preview how one or more selected cheques will look when printed.
- Change Printer - Change which printer one or more cheques will be sent to for printing.
- Archive - Archive one or more selected cheques.
- Delete - Delete one or more selected batches of cheques.
Cheque Selection
Before performing all of the actions detailed above you must first select the cheques you wish to perform the action on. It is possible to select one or more cheques at a time using the instructions shown below.
To select a single cheque, click anywhere on the relevant cheque row within the table. Once clicked the selected cheque row will be highlighted and the checkbox in the Order column will show as checked.
If you wish to select specific multiple cheques this can be done by doing one of the following methods:
- To select multiple non-neighbouring cheques, hold down the Control key and select cheques by clicking on them as you would to select a single cheque.
- To select multiple neighbouring cheques, you can either hold down the Shift key and click the first and last adjacent cheques you wish to select, or click and drag the mouse cursor across the rows containing the cheques you wish to select.
To select all or deselect all cheques you can click on the Select: 'All' or 'None' buttons shown in the right hand corner above the table.
It is also possible to select cheques based on a number of different criteria including number of pages (single or multiple), print status (printer or not printed), and signatory requirements (automatic or manual). To select cheques based on these criteria you the drop-down list next to the Select: 'All' and 'None' buttons.
