Checkeeper offers a wide array of customization options for your business checks, and it also offers customizing features that can enhance the security of your account, as well as the security and accountability of the payment process used by your office. Streamline the bookkeeping while also maintaining oversight into the check printing and mailing by adding two-factor authentication, user permission settings, and other features that make the check printing and mailing process more secure but less time consuming.
The custom fields option allows you to add an invoice number, customer ID, or other pertinent piece of data directly to your check. This can aid the bookkeeping process and help keep records and payments more organized. To add a custom field:
· Select Settings from the navigation bar.
· Along the top right, select Custom Fields.
· Input the name of the new field, and click Add Field.
· Your new field will appear beneath, and you can choose to make it active or inactive.
· Select Layouts from the navigation bar to access your default check layout.
· From the right-hand list of check fields, find your new field and drag/drop it directly onto your check template, positioning it in a desired spot.
Custom fields can be activated or deactivated when needed, but they cannot be deleted because they can still be used as a search option for locating specific payments. Add multiple custom fields to your Settings page, and activate/deactivate them as needed for more simplified and accurate bookkeeping.
If you’re looking to add an approval process to streamline workflow and add an extra layer of security and accountability to the payment process, Checkeeper makes it easy. To create an approval process for checks before they can be printed and mailed:
· Click on Settings tab along the navigation bar.
· Enable ‘checks require approval.'
· Click Save Defaults along the bottom.
When enabled, a newly created check will have the status pendent and cannot be printed or mailed until approved by a user you designate. To grant a user’s approval rights:
· Click on Administration.
· Select Users.
· Find the user you intend to authorize, and select Manage
· Highlight Approve.
· Click Update Access.
Checks created will be listed in the registry until an authorized user approves them by simply selecting the pendent check or checks from the list and clicking on the upper right ‘Approve’ button.
For additional account security, Checkeeper offers the ability to enable two-factor authentication for your login. Go to your user profile, and enable “Two Factor Authentication via Email.” Once enabled, you will be required to enter a code that is emailed to you every time you log in.
Options for adding multiple users are helpful in online financial software services and can make managing the business from multiple locations more organized. When you need to delegate some of the payment-issuing, whether temporarily, or as a long-term work-sharing solution, Checkeeper makes it easy to authorize and manage user permissions.
· Click on Administration.
· Find Users along the left margin, and click.
· Click Add New User tab to be directed to a page to input new user info.
· Enter a first and last name and an email address for the new user you wish to designate.
· Select which features they are authorized to access: Create, Print, Mail, Approve.
· Select which business for which their user permission applies.
· Click Send Invite so that Checkeeper can email the invitational link.
Selecting Super User will authorize the user to have the same level of access as the main account holder.
Checkeeper accounts keep owners in control—not only of their check design, but also of their funds and of their security and bookkeeping settings. Pro Tips (inside the Help tab) offers demonstrations for all of these features, as well as many other features that help improve the bookkeeping, enhance account security, and streamline the workflow for small business owners and bookkeepers.