Checkeeper Account Feature: Custom Check Fields
Checkeeper offers lots of great features for printing and mailing customized business checks on demand, including some features you may have never tried. Checkeeper’s versatile check templates can be adjusted, edited, and revised to create unique, professional business checks, and users can opt to add custom fields to their checks to help streamline and simplify their bookkeeping.
How do I add a custom check field?
1. Log in to your Checkeeper account, and go into ‘Settings’ (located along the left navigation bar)
2. Click ‘Custom Fields’ along the top
3. Add the name for the new field, and click ‘Add Field’
How do I activate a custom field?
After adding a custom field to your account, you then will select the check layout in which the new field should appear. The new field is available to be added to any of your saved check layouts. To add the new field to a specific check layout:
1. Go into ‘Layouts’ (located along the left navigation bar)
2. Click on the layout of choice, and hit ‘Edit Layout’
3. Within the elements tab, a menu of custom fields will appear on the right side of the check design and will contain your new field
4. Drag and drop your new field onto the check in the desired location
Custom fields are added only to the check layouts you designate. Make sure the check layout with the new custom field is the ‘active’ layout so that future checks printed contain the new check field.
How are custom check fields helpful?
Process checks faster
Custom check fields, such as customer ID or invoice number, help recipients process the payments more quickly and accurately and they also help the issuer match the check to internal bookkeeping records after the check is cashed or deposited.
Make reconciliation and expense tracking more accurate
Custom fields you add to Checkeeper checks will automatically be included in the online registry and the reports that you routinely run. When you want to track expenses or reconcile your check registry with bank statements, run a report that lists all checks issued within the month or quarter. Your spreadsheet will contain a field for every check element, including the one you added yourself.
Create another search criterion for locating payments
When you need to research a payment, settle a dispute, or track payments made to a specific vendor, Checkeeper’s searching options make the process immediate and accurate. Search the online registry according to any check element, including name, check number, date, and amount, and pull up a list of all relevant checks instantly. Checkeeper’s registry search makes it much easier to locate a specific payment—or a series of payments over a designated time frame—than it is to do with a physical check registry, especially when you don’t have all the payment information. With Checkeeper, you only need to know one field in question, and you can locate a payment right away. Adding a custom field gives you another element to search for to locate payments more efficiently. It also simplifies bookkeeping by providing an additional element by which payment records can be organized.
Custom fields can be deactivated when no longer needed
There may be certain types of payments that require specific check fields. Only online check printing can offer on-demand check customization that adds or removes custom fields to designated checks. If you need to deactivate a check element, you can always do so by going back into ‘Settings,’ then ‘Custom Fields,’ and then hitting the deactivation tab for each custom field no longer needed. Even though the new checks you print will not contain the element, the element will remain in the account so that you can still use it as a search term to locate previous payments.
Need more help? Visit ‘Pro Tips’ inside the ‘Help’ tab to get a fast visual demonstration of this Checkeeper feature and any others that might assist your payment process.