We have investors in our company who receive periodic distributions based on their shares invested. We intended to use the “Cash Purchase” option to create the checks since they are not for AP and should not have a bill/bill payment associated with the distribution. However, when going to print the checks, we realized that nothing prints in the memo field or on the remittance sections that would tell the payee what the check was for.
Is there a way to have a memo print on the checks when using the “Cash Purchase” option?
Answer
Print Memo on checks created via Cash Purchases
Best answer by mblassingame35
It is in Report Designer. If you have not been trained on Report Designer, then I would reach out to your Partner and have them update the form for you.
+3You will need to update the Check Form to pull information from the Cash Purchases screen.
+3It is in Report Designer. If you have not been trained on Report Designer, then I would reach out to your Partner and have them update the form for you.
Melissa Blassingame
Gotcha. I haven’t had the opportunity to dig into the Report Designer yet so I’ll have to do that.
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