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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts.

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“You can write your own check here”
Entering, Printing, and Controlling Checks

Approximately 91 minutes:

1. Bills vs. Checks?
   • When it’s better to ‘Enter Bills’
   • When it’s better to ‘Write Checks’
   • Consistency
2. Entering Checks – the top portion:
   • Company Preferences
   • 7 critical fields (options and insights)
3. Completing the bottom portion (applies to Checks, Bills, & Credit card entries):
   • Job costing choices
   • Not a job cost
   • Splitting costs between jobs and between tabs
4. Other actions from the ‘Write Checks’ screen:
   • From the top of the screen
   • From the bottom of the screen
5. Using the ‘Banking/Transfer Funds’ feature:
   • When it’s helpful
   • Precautions
6. Printing Checks and Bill Payments:
   • Printer setup choices
   • Shared printers and coordination
   • Printing multiple checks
   • Printing individual checks
7. Buying & ordering checks (choices you’ll need to make & ideas to consider):
   • Check styles
   • Signatures (single vs. double – when to use each)
   • Numbering
   • Color ideas
   • Security features (+ some fun reading references!)
   • Envelopes
   • Deposit books & stamps
8. Support, signature, and filing:
   • Printing, preparing, and presenting checks for signature
   • How the signing, documentation, and mailing process should work
   • Filing your support and check vouchers:
     √ Filing recommendations
     √ Prior-year files
9. Safeguarding funds:
   • Controlling your blank check stock
   • The owner’s checkbook
   • Pre-signed blank checks
   • Reviewing for missing or duplicate checks
10. Typical problem areas and solutions

$147

… OR …
Get THIS class PLUS
80 More Online Classes for only $197
Covering topics like:
Job-Costing, Construction Accounting, and Profit-Building

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