Get More From the Smart Check Registry
Recording payment details in a check registry is important for keeping updated records, tracking expenses, and preventing your checking account from becoming overdrawn. However, manual entry in a check registry is no longer an efficient way to update check records because it is time-consuming, inconvenient, prone to error, and difficult to share with other people in real time. Checkeeper accounts come with their own smart check registry that records and stores check data so it is retrievable to users on demand. The automated check registry reduces the need for manual data entry, thereby greatly improving the accuracy of check records and expense tracking.
Optimizing the features of the online check registry can make the Checkeeper account work better and smarter for busy professionals. Some tips to get the most out of the Checkeeper smart check registry so that it works optimally for you:
Search for a specific payment
When you need to track down a specific payment, regardless of how long ago it was issued, Checkeeper makes the process easy and instant—and much more efficient than searching through paper check registry booklets. Search the smart check registry according to any check field you can recall or according to a custom date range to narrow down the records quickly to locate your payment.
Run reports
The Checkeeper smart check registry assists with bookkeeping and accounting by offering powerful reporting features that streamline expense tracking and tax preparation. Search your registry to locate payments instantly according to any check field, date, or custom date range. Generate a comprehensive spreadsheet containing all check payment information for the entire year or length of account history when you need an overview of all expenses, vendors, and amounts paid by check.
Oversee each user’s access
Unlike traditional paper checks and registries, which have to be with you in order to be used, online check printing offers portability and remote access so that more than one person can issue check payments without having to carry any specific supplies with them. Automatic recording in the smart check registry means that every authorized user can have access to updated information and that no check entry is inadvertently omitted, duplicated, or misrecorded. Checkeeper reports list all the important data from checks, as well as the authorized user who initiated each transaction, so that everyone who manages payments stays accountable and the payment process maintains its integrity and transparency.
Access remotely
One key benefit of online tools for financial management is that they are portable and go where you do. Access your Checkeeper smart check registry from any connected device you work or travel with, and when you authorize additional users, they too can access the account from anywhere, anytime. Automatic updates and check entries mean that everyone is on the same page with real-time account updates, regardless if they are working from home, from the office, or from the road.
Export
Instead of printing and saving pages and pages of check payments in order to keep accessible and up-to-date records, take advantage of Checkeeper’s exporting option that puts a comprehensive spreadsheet of your entire check-spending history in your hands (or files) on demand. Print or download a file containing all the details of your check spending for the entire year or for the entire history of your Checkeeper account, and print it for your records or email it to share with an accountant or bookkeeper. The ‘export’ option is located inside your Checkeeper account, within the Reports tab.
Checkeeper’s smart check registry reduces most of the time and work that used to be required for keeping updated check records.
The Checkeeper smart check registry eliminates errors and improves efficiency because it:
· Takes no time or effort to keep it updated
· Travels where you do
· Is searchable by any check field
· Gives real-time updates to remote users
· Integrates with software for automatic expense categorizing and payroll
Check out your Checkeeper account ‘Add-ons’ tab to see which accounting and payroll software you can link Checkeeper to in order to get a custom check option, payroll features, bill-to-check conversion, and automatic expense categorizing.