Checkeeper's Navigation Bar Simplifies Check Management

Dawn
Oct 7, 2024
Checkeeper's Navigation Bar  Simplifies Check Management

The Checkeeper navigation bar is your go-to tool for unlocking and exploring all the features and benefits afforded through online check printing and mailing. If you’re new to Checkeeper, or you are a free-trial member still learning the value of online check printing, navigating the menu of Checkeeper features listed along the left margin is key to learning the software and benefiting from all the features of modernized, automated check printing and mailing.

After logging in to your Checkeeper account, find along the left margin a navigation bar that lists the important options for creating, printing, and mailing your checks. Moving the mouse downward over the options, select the tab that prompts you to the next step in creating and printing checks on demand.

Create Check

Select the top white tab to create a new check or to import your checks for quick printing.

Check Registry

Select Check Registry to pull up a list of created checks. Click on a specific check to access all of its payment details, or select the boxes for several checks at once in order to receive options along the top for: Print, Mail, or Delete.

Layouts

The Layouts tab offers the most important starting point for setting up your check templates and default settings to use for current and future checks. Edit one of the provided layouts, or create a layout of your own, and set which layout you want to use as a default for check printing. Save multiple layouts and change your default check layout as often as needed to produce the check design you need.

Mail Settings

The Mail Settings option displays (highlighted in red) how many mailing credits you have, in case you wish to have your checks printed and mailed for you. Inside the Mail Settings page, users have all they need to add and verify the necessary business information for their check mailings, including business details and bank/routing numbers. Click on Purchase Credits to add more mailing credits to your account. The cost of mailing credits needed to cover your order depends on how many items you want mailed and the priority delivery speed you choose. Not sure? A handy credits estimator at the bottom gives a quick estimate.

Reports

Search and download reports from within the Reports tab. Select a month and year combo for a single month report, or use a custom date range to get a list of check created within that time frame. Check data in the report includes: check number, payee name, date, and amount. If you need more comprehensive information, or if you wish to export your entire check registry, click the Download tab at the top to pull up a spreadsheet with the data.

Add-ons

Select Add-ons to pull up a list of software integrations that help users get checks created faster and easier, while eliminating the need to manually enter data into different programs. Add on Square or Gusto or Patriot Payroll to get all your paychecks printed and mailed, or use Xero or Odoo to import information from unpaid invoices to have your bills converted directly into check payments ready to be printed and mailed.

Settings

Use Settings to set your defaults and to add custom fields, if needed. Setting options include:

·       Mail attachment with check (for new checks created)

·       Sort registry by date created

·       Disable check backdating

·       Checks require approval

(Businesses whose checks require authorization before they can be printed and mailed can enable this option to put check payments in a ‘pendant’ status until they receive proper authorization.)

· Enable License Barcode Scanning

(This feature allows payee name and address to be automatically entered from a scanned United States driver’s license.)

You can also access Custom Fields inside your Settings tab when you want to add a unique field to your check. Activate and deactivate your custom fields for new checks as often as needed.

Help

The Help tab directs users to Pro Tips, which is a new Checkeeper’s best friend. Brief video tutorials take new (and seasoned) users through dozens of Checkeeper features, from beginner level through advanced options. Watch and rewatch the short demonstrations as often as needed to unlock check customizing features and options that go way beyond the basics of online check printing.