How To Adjust Basic Formatting On A/P Check Templates
- To update the Bank account # and routing # on your checks:
- Navigate to Accounting » Chart/Ledger, Account List, and select your checking account by clicking on the account number on the far left column.
- You’ll find the bank account # and routing # there.
- Edit the information as you please, and click ‘Update’ upon completion
- To update the company name and address on the check:
- Head to Admin » Config Settings, search for term “check_address_override” and type in the full company name and address.
To adjust the “For __” memo line, type in memo text in the “For __” memo line in the check preview interface, then click submit.
- For any other formatting to the check PDF, contact a Cetec ERP support representative (email@example.com) or:
- Head to Admin » Config Settings » Custom Documents