Hello all,
Can anyone guide me on how one can make use of Acumatica for cheque printing. I am looking out for start till end steps & how to test it & process in real scenario.
Thanks.
Answer
How to integrate check printers with Acumatica?
Best answer by vkumar
Hi
There is no separate Check printer integration or setup in Acumatica. There are two default reports available in Acumatica to print checks. You can refer to the following documentation link which explains how one can print checks using those reports.
For each client’s customised check form print requirement, one need to get the report customized.
https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=21b7ec92-1418-4c90-bdbd-6a883c4b1955
Hope this helps,
Regards,
1. Setup for Cheque Printing
A. Configure the Cash Account for Cheque Printing
Navigate to Finance → Cash Management → Cash Accounts.
Select the cash account that will be used for cheque payments.
Under the Payment Methods tab, ensure the Cheque payment method is assigned.
Set the appropriate cheque numbering sequence (if needed).
Click Save.
B. Define Cheque Payment Method
Go to Finance → Accounts Payable → Payment Methods.
Select an existing payment method or click + to create a new one.
In the General Settings, check Use in AP and Require Print Check.
Under the Cash Accounts tab, link it to the relevant bank account.
Save the settings.
C. Assign a Cheque Form (Report Format)
Go to System Management → Reports → Report Definitions.
Locate the AP Check Report (AP641000) and customize it if required.
Assign the report to the cheque payment method in Payment Methods setup.
2. Process Cheque Payments in a Real Scenario
A. Enter & Approve a Bill for Payment
Go to Finance → Accounts Payable → Bills and Adjustments.
Click + to create a new bill.
Select the Vendor, enter invoice details, and ensure the correct Cash Account is selected.
Click Release to approve the bill for payment.
B. Create & Print a Cheque Payment
Navigate to Finance → Accounts Payable → Checks and Payments.
Click + and select Cheque as the payment method.
Select the Vendor, and apply the bill by checking the appropriate invoice(s).
Click Save and then Print Check.
A preview of the cheque will open (using AP Check Report - AP641000).
Load cheque stock into your printer and click Print.
C. Release the Cheque Payment
Once printed, click Release to finalize the cheque.
The cheque transaction will now reflect in Cash Management and AP Ledgers.
3. Testing & Troubleshooting
A. Test with a Sample Cheque
Perform the above steps in a test environment or sandbox.
Print on a blank paper first to check alignment.
Adjust the cheque format in Report Designer if needed.
B. Verify Accounting Entries
After cheque issuance, check the General Ledger (GL) to confirm entries.
Navigate to Finance → Journal Transactions to verify the AP payment entry.
C. Void or Reprint a Cheque (if needed)
If the cheque is lost or incorrect, navigate to AP → Checks and Payments.
Select the cheque and click Void Payment.
If reprinting is required, go to AP Check Report (AP641000) and select the cheque to reprint.
4. Real-Scenario Considerations
Ensure the bank account and cheque numbering sequence are correct before printing.
Verify cheque alignment with the pre-printed cheque stock.
Implement approval workflows if needed before issuing payments.
Regularly reconcile bank accounts using Bank Reconciliation in Cash Management.
Hi
There is no separate Check printer integration or setup in Acumatica. There are two default reports available in Acumatica to print checks. You can refer to the following documentation link which explains how one can print checks using those reports.
For each client’s customised check form print requirement, one need to get the report customized.
https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=21b7ec92-1418-4c90-bdbd-6a883c4b1955
Hope this helps,
Regards,
VijayKumarU
1. Setup for Cheque Printing
A. Configure the Cash Account for Cheque Printing
Navigate to Finance → Cash Management → Cash Accounts.
Select the cash account that will be used for cheque payments.
Under the Payment Methods tab, ensure the Cheque payment method is assigned.
Set the appropriate cheque numbering sequence (if needed).
Click Save.
B. Define Cheque Payment Method
Go to Finance → Accounts Payable → Payment Methods.
Select an existing payment method or click + to create a new one.
In the General Settings, check Use in AP and Require Print Check.
Under the Cash Accounts tab, link it to the relevant bank account.
Save the settings.
C. Assign a Cheque Form (Report Format)
Go to System Management → Reports → Report Definitions.
Locate the AP Check Report (AP641000) and customize it if required.
Assign the report to the cheque payment method in Payment Methods setup.
2. Process Cheque Payments in a Real Scenario
A. Enter & Approve a Bill for Payment
Go to Finance → Accounts Payable → Bills and Adjustments.
Click + to create a new bill.
Select the Vendor, enter invoice details, and ensure the correct Cash Account is selected.
Click Release to approve the bill for payment.
B. Create & Print a Cheque Payment
Navigate to Finance → Accounts Payable → Checks and Payments.
Click + and select Cheque as the payment method.
Select the Vendor, and apply the bill by checking the appropriate invoice(s).
Click Save and then Print Check.
A preview of the cheque will open (using AP Check Report - AP641000).
Load cheque stock into your printer and click Print.
C. Release the Cheque Payment
Once printed, click Release to finalize the cheque.
The cheque transaction will now reflect in Cash Management and AP Ledgers.
3. Testing & Troubleshooting
A. Test with a Sample Cheque
Perform the above steps in a test environment or sandbox.
Print on a blank paper first to check alignment.
Adjust the cheque format in Report Designer if needed.
B. Verify Accounting Entries
After cheque issuance, check the General Ledger (GL) to confirm entries.
Navigate to Finance → Journal Transactions to verify the AP payment entry.
C. Void or Reprint a Cheque (if needed)
If the cheque is lost or incorrect, navigate to AP → Checks and Payments.
Select the cheque and click Void Payment.
If reprinting is required, go to AP Check Report (AP641000) and select the cheque to reprint.
4. Real-Scenario Considerations
Ensure the bank account and cheque numbering sequence are correct before printing.
Verify cheque alignment with the pre-printed cheque stock.
Implement approval workflows if needed before issuing payments.
Regularly reconcile bank accounts using Bank Reconciliation in Cash Management.
Hey
Hi
There is no separate Check printer integration or setup in Acumatica. There are two default reports available in Acumatica to print checks. You can refer to the following documentation link which explains how one can print checks using those reports.
For each client’s customised check form print requirement, one need to get the report customized.
https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=21b7ec92-1418-4c90-bdbd-6a883c4b1955
Hope this helps,
Regards,
Hey
I went thru your link and found the following point (highlighted):
So now after installing the MICR encoding what are the next steps? or is it like I would need to connect the actual printer via DeviceHub?
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