Checkeeper Feature: Account Additions

Checkeeper offers online check printing and mailing services for business owners, bookkeepers, and busy professionals. Checkeeper accounts come with many unique options that you may not have tried out yet. Checkeeper offers streamlining services to add special features to the check-printing account to make the payment process run more smoothly. Checkeepers can add multiple businesses, multiple users, or designated software add-ons to streamline the bookkeeping while still maintaining oversight and control over their funds and their account access.

Enjoy the benefits of on-demand check printing and mailing, and use the Checkeeper settings to make necessary additions to your account management, all from a single login and navigation page.

Add businesses

Business owners and bookkeepers who are managing the payments for more than one business at a time appreciate the simplified access Checkeeper offers to online check printing and mailing. Use the ‘Add Business’ option inside the account to create pages for as many businesses as needed so that each has its own custom check templates, smart check registry, uploaded logos, and mail settings. One login and a main navigation page control all the check printing and mailing features for all the listed businesses so that users can log in once and take care of all payment tasks.

Each added business has its own subscription and comes with its own designated smart check registry so that searching and reporting for one business does not overlap with other listed businesses. Having a separate check registry is vital for:

· Tracking expenses

· Reconciling accurately with bank and other financial statements

· Researching payments made within a specific date range

· Exporting annual payment histories to send to an accountant

Add accounting software

Checkeeper works for many business owners, bookkeepers, and remote professionals as a stand-alone service for on-demand check printing and mailing, enabling customizing of checks and uploading of unique business logos. Since Checkeeper automatically records and stores all check data for users in a searchable online registry, there is no additional bookkeeping work or data entry required to get real-time updates on check spending. Checkeeper also works with several compatible software add-ons, located inside the Checkeeper account, for those users who already use an accounting or payroll software service. Checkeeper can add a custom check option to the other payment methods used, and data can be recorded and synced with other programs for real-time updates and improved financial accuracy. Checkeeper integrates with Gusto, Square, FreshBooks, QuickBooks Online, Xero, Odoo, and others to run payroll, issue bill payments, and convert unpaid invoices directly into check payments automatically.

Add users

Users who want to standardize and streamline the bookkeeping by delegating some of the financial management—without giving up control—can take advantage of Checkeeper’s ‘User Permission’ feature that allows multiple people to be authorized to access payments; their permissions can be limited to only designated features, and those permission settings can be expanded, reduced, or revoked at any time. An additional approval requirement can also be added if account holders want to give that final OK before a payment is issued.

User permission settings can improve security without compromising efficiency. To authorize new users:

Go to the Administration page.

Click on ‘Users’ along the left margin.

You will see your own name listed as an authorized user, and then a space for ‘Other Users’ beneath it.

Click ‘Add New User.’

Enter the first and last name of the new user you wish to designate, as well as an email address.

Specify which Checkeeper features the new user is authorized to access: Create, Print, Mail, Approve.

Specify which business (if you have multiple) the new user is authorized to access.

Click ‘Send Invite,’ and Checkeeper will send an email containing a link that the new user can follow to set up their account.

When you want to change the level of access for a user, click ‘Manage’ next to the user’s name, make any necessary adjustments to their permissions, and click ‘Update Access.’ If you decide to revoke permissions, enter the user’s permission settings, and click ‘Delete User.’

Downloads and device-specific software limit the number of people who can access, review, and update the data at any given time, while also restricting when and where users can access software. Checkeeper offers real-time sharing of data among authorized users, regardless of where they are working, living, or traveling.