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3.2. Accounts Setup

 

To arrive at the Account Setup screen, from the Main Screen, click Setup then Accounts

This will display the Setup Options screen for your Checking Accounts. Here you will find the different settings and options. We have listed the different fields and options you have to choose from along with a description of the different settings.

Account Number:
This field allows you to enter your Account number associated with your Checking Account.  You can use your actual Checking Account Number, or just create a number that you want to association with this account.  This information does not print on the Checks, but is used internally if you have multiple Accounts.

Routing Number:
This field allows you to enter your Account Routing number associated with your Checking Account.  You can use your actual Checking Account Routing Number, or just create a number that you want to association with this account.  This information does not print on the Checks, as it in only used to describe the account. 

Account Name:
This field allows you to enter your Account Name associated with your Checking Account.  You can use anything to help you determine which account this is assigned to.  This information does not print on the Checks, as it in only used to describe the account and is displayed on the main screen when printing checks.

Name/Address:
These fields allows you to enter your Name and Address associated with your Account.  These fields are displayed on the Main screen when printing, but do not print.  Basically they help you see what account you are printing from and make the main screen look better.  As mentioned, this information does not print on the Checks, as it in only used to describe the account. 

Bank Name/Address:
These fields allows you to enter your Bank Name and Address associated with your Account.  These fields are displayed on the Main screen when printing, but do not print.  Basically they help you see what account you are printing from and make the main screen look better.  As mentioned, this information does not print on the Checks, as it in only used to describe the account. 

Check Type:
This Selection field if used to define the Check layout that is to be used to print the actual checks from this account.  If you have multiple check layouts, you can select the one associated with this account.  If you only have one check layout, then just select the Default check layout. 

Printer:
This Selection field if used to define the Printer that is to be used to print the actual checks from this account.  If you have multiple printers, you can select the one associated with this account.  If you only have one printer, then just select the Default printer selection.

Next Check Number:
This field stores the Next Check Number to be used in printing the checks.  This field does not print, but it is used when storing the Check History information. 

Default Account: 
This check box is used to define the default Account if using multiple accounts in the system.  Be sure to uncheck any other account if you decide to use this check box with multiple accounts.

Print Mailing Address:
This check box is selected if you wish to print the mailing address of the Payee on the check. When checked, you will see an address box appear above the Memo box on the Main screen. This is where you can manually add a mailing address for the Payee that will print on the face of your check. Only check this box if you want the option to add addresses manually, otherwise, do not check.

Auto Add Payees: 
This check box is used to define whether or not to Automatically add Payees when entering data into the Main screen when printing checks.  If this box is checked, then when you print a check and the Payee is not in the Payee database, it will automatically be added for future usage.  If this box is not checked, then you have to manually add the Payees.  When you key in the new payee on the main screen, you can quickly add Payees by just pressing on the F12 key after you have entered the information to be printed.  As you will see a F12 - Add Payee message if the Payee does not exist in the Payee file. 

Show Currency Word: 
This check box is used to define whether or not to print the assigned Currency word on the amount wording.  If you prefer to have the Currency word not print, then Un-Check this box.

CAP Payees: 
This check box is used to define whether or not to Auto Capitalize the Payee field during entry.  If you prefer to have the field entered in CAPS then Check this box.

CAP Memo: 
This check box is used to define whether or not to Auto Capitalize the Memo field during entry.  If you prefer to have the field entered in CAPS then Check this box. 

Alternate Date: 
This check box is used to define whether or not to print the Alternate Date on the Checks.  This will cause the system to print the date in a format of (Jan 01, 2007) instead of 1/1/2007.  If combined with the checkbox of Print Sep Year (which will only display if this field is checked) then the date will print as (Jan 01). 

Print Sep Year: 
This check box is used to define whether or not to print a Separate Year field.  This will allow you to define where to also print the year field.  Some checks are already pre-printed with a 20____  this allows you to fill in the Year as (06) or such.  This can only be seen if the Alternate Date field is checked. 

Asterisks in Amt.: 
This check box is used to define whether or not to print leading Asterisks in the Amount field.  Such as (****14.00)  If you do not want leading asterisks, then leave this box unchecked.

Currency sign in Amt.: 
This check box is used to define whether or not to print a leading Currency Sign in the Amount field.  Such as ($14.00)  If you do not want a leading Currency Sign, then leave this box unchecked. 

Asterisks in Words: 
This check box is used to define whether or not to print following Asterisks in the Word Amount field.  Such as 

(Ten Dollars and 51/100**************)  If you do not want following asterisks, then leave this box unchecked. 

Use Signature Graphic.: 
This check box is used to define whether or not to use and print a Signature on the Check.  If checked, it will display a Signature graphic field so you can load a .bmp file containing your signature.  This can be scanned and created using a scanner and graphic package.  Then loaded into this field.  It will then automatically print this signature on all the checks for this account if checked.  If you do not want to print and use a Signature, then leave this box unchecked.

Menu Options:
The menu that is displayed on this screen allows you to select different options to process.  Below is a list of all the options available along with their meanings/functions. 

File:
Close - Close this screen - Returns back to Main screen. 

Edit:

New - This option will create a new Account in the system.

Delete - This option will Delete the selected Account from the system.

Set Date Masking.  This option allows you to change the format or masking of the printed date field on the check.  Just select it and a Date Masking field will be displayed for you to choose the format you want the check date to be printed.  You can choose many different options such as DDMMYYYY which will print the date such as 01032007, or DD/MM/YYYY which will print the date as 01/03/2007.  Just choose the one you want.

Set Background Color for Selected Account.  This option will allow you to define a background color that will be associated with the selected Account.  This is helpful when you have multiple accounts to help determine which one is being used when printing.

Currency to be used for Selected Account.  This option is used to define which Currency to use in the program.  Just select it and a Currency Wording field will display and allow you to change it.  This can be different for each Account.

Help:

Help - This will display the programs Help file.

About - This option will display the About screen.  This screen will display the version number of the program.

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