Check Issuers Listing

Displays a list of all check issuers that have been loaded.

check issuers listing window

»	Use the search box to search by company name.

»	Use the navigation buttons to scroll through the records and/or pages.

»	A record highlighted in yellow indicates the company is on the restricted list.

»	Use the New, Edit, and Delete buttons to manage your payees. See the Add/Edit section below for complete details.

»	Several different print options.

check issuers listing - print

»	Send Report to Screen: displays the receipt on the screen.

»	Send Report to Fax: fax the receipt to someone.

»	Export to Microsoft Word File: save the receipt as a word document.

»	Send Report to Printer: print the receipt.

»	Email Report: email the receipt to someone.

»	Export to PDF File: save the receipt as a .pdf.

Add/Edit

Use the New button to add a new payee or select an existing payee and click Edit or double click the record to edit the details.

check issuers listing - add 1

»	Enter the desired information.

»	To assign a default check cashing rate to this payee, select one from the Default Rate drop-down. To add/edit check cashing rates, please see Check Cashing Rates.

»	To place this payee on the restricted list, check the Do not Cash Checks from This Company box.

check issuers listing - add 2

»	Use the Edit, Delete, and New buttons to manage this payee's routing number(s) and account number(s).

check issuers listing - add 3

»	Enter a Daily and/or Weekly Credit Limit for this payee if desired.

»	Click Save to save and exit.

* Note: This can also be accessed through the Check Cashing Process.

Page url: http://www.ksoftcorp.com/help/index.html?check_issuers_listing.htm