8 Ways Business Owners Get Better Control With Checkeeper

Dawn
Oct 16, 2024
8 Ways Business Owners Get Better Control With Checkeeper

Staying in control of the payment operations is vital to all aspects of planning, budgeting, and managing cash flow. Consider eight ways Checkeeper helps business owners get better control of their money and management:

1. Print checks only when you need them

Instead of having books of blank, ready-to-use business checks lying in office drawers or on desks—making them vulnerable to loss, theft, and fraud—consider adopting online check printing that enables checks to be created and printed on demand. Control how your checks are designed, including which uploaded design images and logos to use, as well as the information contained on each check. Edit, re-edit, redesign, and update the checks as often as needed, and print only the ones you need when you need them. Online check printing puts an end to having boxes of outdated checks by offering on-demand check designing and printing.

2. Authorize user permissions and workflow approval

When you need to delegate some of the bookkeeping to a staff member, office manager, or bookkeeper, Checkeeper makes it easy to share the work without giving up the control. From within your Checkeeper Administration page, list names and emails of users you want to authorize to access Checkeeper and issue payments on the company’s behalf. Checkeeper will send the new users a secure link that permits access to the account. Control how much access each user has and which features they can utilize; change, expand, or revoke those permissions at any time. Checkeeper also allows workflow approval authorizations if there are large or sensitive payments that you want to approve before they are printed and mailed.

3. Control your money

Unlike services that touch your money, go into your checking account, or relocate your funds into another account, Checkeeper does not interfere with your money. Checking account numbers and routing numbers appear exactly as you input them, automatically formatted for you in the MICR-encoded font that bank computers recognize.

4. Run reports and track expenses on demand

All Checkeeper accounts come with a secure, online check registry that automatically records and stores the details of every check created. Search the registry according to any check field—including ones you add—to locate a specific payment. When you want an exported report of all checks created in order to review spending, reconcile accounts, or turn over to your accountant, input a custom time frame into the Reports section and pull up instantly a list of all check data from within that month, quarter, or year. Reports include pertinent check information, such as payee, date, check number, and amount, as well as the authorized user who initiated the payment and the day and time the check was printed.

5. Convert unpaid invoices directly into checks

Checkeeper makes it simple to import unpaid invoices from Xero or Odoo accounts directly into Checkeeper for automatic conversion of payment data into a printable, mailable check. Check fields can be automatically populated with the pertinent information, and all payments due to the same vendor are automatically consolidated into a single check with an attached invoice table that breaks down the total. The bill-to-check conversion option saves time, reduces paperwork, and prevents errors.

6. Reduce money wasted on hidden fees

While many online payment options exist for businesses and bookkeepers, many come with transactional charges or surprise fees that can add up over time and throw off a tight or limited budget. Checkeeper is upfront with its affordable month-to-month pricing and never charges hidden or surprise fees. Your Checkeeper account is free to try, and then ongoing monthly until you cancel: there are no limits on how many checks you create within that month, so there is nothing extra to charge you for later. When you need mailing credits, purchase them right from within the dashboard and get an upfront cost for each credit purchase.

7. Manage your check mailing options

Checkeeper offers four priority delivery speeds—three with tracking numbers—so that business owners can control the cost, speed, and level of accountability of the checks mailed. Maintain a balance of mailing credits in your account and add more anytime. A handy credit estimator tells you how many credits are needed for the size and speed of a specific check mailing order.

8. Work from anywhere

Online, cloud-based tools enable real-time financial management for busy entrepreneurs who travel, work from home at times, move around to various client locations during the day, or sometimes work from a vehicle. Checkeeper is accessible on any device users work and travel with, and checks can be printed on any standard office printer. When you’re on the go or out of printing and mailing supplies, Checkeeper can print your needed checks for you and have them in the mail by the end of the business day.