The Dashboard provides a centralized summary of your cheque activity, allowing for quick monitoring and data analysis. Additionally, you can click the Save icon in the top-right corner to export your dashboard info cards as an image for easy sharing or reporting.

The interface is divided into two primary sections:

Quick Status Summaries
At the top of the page, three Information Tiles provide real-time snapshots of critical data:

• Not Printed: Total number of cheques awaiting printing.
• Post-Dated (Next 7 Days): Cheques scheduled for issuance within the upcoming 7 days.
• Issued This Month: A running total of all cheques issued during the current calendar month.

The widgets are clickable which will open the chequebook and automatically list the corresponding cheques.

Interactive Metrics & Reporting
The bottom half of the Dashboard features dynamic reporting tools. By applying Time and Status filters, you can view specific datasets including:

• Number of Cheques: The count of all cheque records matching your filter criteria.
• Total Amount: The aggregate value of the filtered cheques.

A Payee List Table at the bottom, shows a comprehensive breakdown of all recipients within the selected period.

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The Payment Voucher Report provides a detailed listing of payment voucher information for a selected chequebook. Here is a step-by-step guide on how to generate and use this report.

Set Report Criteria

When the report dialog box opens, you should first provide a descriptive name for your report to make it easy to identify later.

You can then specify various criteria to filter the report:

• ChequeBook: Select the specific chequebook to search within.
• Date Range: Set the desired timeframe for the report.

Save and View the Report

After setting your criteria, click the [Save] button. This action will save the report settings and trigger a calculation. The “Last Generated” timestamp will be updated to reflect the save time.

To view the report, click the [Preview] button, which will display a PDF version of the report for your convenience. If you need a printed copy, you can click the [Print] button to send the report directly to your printer.

Export the Report

ChequeSystem also allows you to export the report. From the “Export” menu at the top, you can choose to save the report in either PDF or Excel format.
Below is a sample output of Payment Voucher Report.

The post Payment Voucher Report appeared first on ChequeSystem Help Center.

The Monthly Statement provides a comprehensive record of all deposits and withdrawals within a selected chequebook. This report offers an easily comparable view that can be cross-checked against your bank statement.

Set Report Criteria

When the report dialog box opens, you should first provide a descriptive name for your report to make it easy to identify later.

You can then specify various criteria to filter the report:

• ChequeBook: Select the specific chequebook to search within.
• Date Range: Set the desired timeframe for the report.

You may also choose to show the cheque status within the statement.

Save and View the Report

After setting your criteria, click the [Save] button. This action will save the report settings and trigger a calculation. The “Last Generated” timestamp will be updated to reflect the save time.

To view the report, click the [Preview] button, which will display a PDF version of the report for your convenience. If you need a printed copy, you can click the [Print] button to send the report directly to your printer.

Export the Report

ChequeSystem also allows you to export the report. From the “Export” menu at the top, you can choose to save the report in either PDF or Excel format.

Below is a sample output of Monthly Statement.

The post Monthly Statement appeared first on ChequeSystem Help Center.

The Cheque Register lists and categorizes cheque payments by “Particulars” or “Audit Code” in a tabular format. Here is a step-by-step guide on how to generate and use this report.

Set Report Criteria

When the report dialog box opens, you should first provide a descriptive name for your report to make it easy to identify later.

You can then specify various criteria to filter the report:

• ChequeBook: Select the specific chequebook to search within.
• Date Range: Set the desired timeframe for the report.
• Group by: Categorize the cheques by either “Particulars” or “Audit Code“.

You can also select the types of cheques to be listed and include the “Payment Voucher Number” as a displayed column.

Save and View the Report

After setting your criteria, click the [Save] button. This action will save the report settings and trigger a calculation. The “Last Generated” timestamp will be updated to reflect the save time.

To view the report, click the [Preview] button, which will display a PDF version of the report for your convenience. If you need a printed copy, you can click the [Print] button to send the report directly to your printer.

Export the Report

ChequeSystem also allows you to export the report. From the “Export” menu at the top, you can choose to save the report in either PDF or Excel format.

Below is a sample output of Cheque Register.

The post Cheque Register appeared first on ChequeSystem Help Center.

The Cheque Status Report organizes cheque records based on their status: Outstanding or Clear. Here is a step-by-step guide on how to generate and use this report.

Set Report Criteria

When the report dialog box opens, you should first provide a descriptive name for your report to make it easy to identify later.

You can then specify various criteria to filter the report:

• ChequeBook: Select the specific chequebook to search within.
• Status: Choose to list cheques by their status, either Outstanding or Clear.
• Cheque Number and Date Range: Set the desired range for the cheque number and timeframe.

If you have no specific limitations, you can leave these fields blank. You also have the option to choose which columns to display in the report.

Save and View the Report

After setting your criteria, click the [Save] button. This action will save the report settings and trigger a calculation. The “Last Generated” timestamp will be updated to reflect the save time.

To view the report, click the [Preview] button, which will display a PDF version of the report for your convenience. If you need a printed copy, you can click the [Print] button to send the report directly to your printer.

Export the Report

ChequeSystem also allows you to export the report. From the “Export” menu at the top, you can choose to save the report in either PDF or Excel format.

Below is a sample output of Cheque Status Report.

The post Cheque Status Report appeared first on ChequeSystem Help Center.

The Post-Dated Cheque Report lists all post-dated cheque records. Here is a step-by-step guide on how to generate and use this report.

Set Report Criteria

When the report dialog box opens, you should first provide a descriptive name for your report to make it easy to identify later.

You can then specify various criteria to filter the report:

ChequeBook: Select the specific chequebook to search within.

Date Range: Set the desired timeframe for the report.

Save and View the Report

After setting your criteria, click the [Save] button. This action will save the report settings and trigger a calculation. The “Last Generated” timestamp will be updated to reflect the save time.

To view the report, click the [Preview] button, which will display a PDF version of the report for your convenience. If you need a printed copy, you can click the [Print] button to send the report directly to your printer.

Export the Report

ChequeSystem also allows you to export the report. From the “Export” menu at the top, you can choose to save the report in either PDF or Excel format.

Below is a sample output of Post-Dated Cheque Report.

The post Post-Dated Cheque Report appeared first on ChequeSystem Help Center.

The Payee Report provides comprehensive information on cheque issuances for a selected payee. Below is a step-by-step guide on how to generate and use this report.

Set Report Criteria

When the report dialog box opens, you should first provide a descriptive name for your report to make it easy to identify later.

You can then specify various criteria to filter the report:

• Payee: Select a specific payee or choose to include all payees for the report.
• Amount and Date Range: Set the desired range for the cheque amount and timeframe.

If you have no specific limitations, you can leave these fields blank. You also have the option to choose the types of cheques to be listed and the specific columns to display.

Save and View the Report

After setting your criteria, click the [Save] button. This action will save the report settings and trigger a calculation. The “Last Generated” timestamp will be updated to reflect the save time.

To view the report, click the [Preview] button to open a PDF version for your convenience. If you need a printed copy, you can click the [Print] button to send the report directly to your printer.

Export the Report

ChequeSystem also allows you to export the report. From the “Export” menu at the top, you can choose to save the report in either PDF or Excel format.

Below is a sample output of Payee Report.

The post Payee Report appeared first on ChequeSystem Help Center.

The Account Report provides detailed information on cheque issuances for a selected account. Here is a step-by-step guide on how to generate and use this report.

Set Report Criteria

When the report dialog box opens, you should first provide a descriptive name for your report to make it easy to identify later.

You can then specify various criteria to filter the report:

• ChequeBook: Use this option to define the specific chequebook to search within.
• Amount and Date Range: Set the desired range for the cheque amount and timeframe.
• Search Term: Use this to filter cheques by a specific search term.

If you do not have any specific limitations, you can leave these fields blank to include all data. You also have the option to select which types of cheques to include and which columns to display.

Save and View the Report

After setting your criteria, click the [Save] button. This will save the report settings and trigger a report calculation. The “Last Generated” timestamp will be updated to reflect the save time.

To view the report, click the [Preview] button, which will display a PDF version of the report for your convenience. If you need a physical copy, you can click the [Print] button to send the report directly to your printer.

Export the Report

ChequeSystem also allows you to export the report. In the “Export” menu at the top, you can choose to export the report in either PDF or Excel format.

Below is a sample output of Account Report.

The post Account Report appeared first on ChequeSystem Help Center.

ChequeSystem provides a variety of reports to assist you in managing your cheques effectively. These reports include Account Report, Payee Report, Post-Dated Cheque Report, Cheque Status Report, Cheque Register, Monthly Statement, and Payment Voucher Report.

The Tool Bar at the top of the Report screen features three icons:

• New Report: Create a new report.
• Edit: Modify the selected report.
• Delete: Remove the selected report.

To create a new report, simply click on the [New Report] icon and choose the desired report type.

The post Report Screen appeared first on ChequeSystem Help Center.