To enable this option, go to the menu “Settings > System Preferences“. From there, you can activate the Auto Complete function, allowing for more efficient and accurate cheque preparation.

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You can customize the default sorting and filtering options for the cheque list in the Preferences dialog. This allows you to organize and view cheques based on your preferred criteria.

Additionally, you can enable the Auto Complete feature for the Payee, Particulars, and Audit Code fields in the Preparing Cheque Windows. This feature suggests and automatically fills in information as you type, saving you time and reducing errors.

Finally, you can also set the date format for the user interface to your preference.

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In the options page, you can configure several settings to customize cheque preparation and printing. These settings include:

• Asterisk Addition: You can choose to add asterisks (**, ***, or —) before or after the Payee, Amount in Words, and Amount fields.
• Default Date: You can set a default date that will be automatically populated when a new cheque is created.
• Capital Letters: You can specify whether the Payee Name and Amount in Words should be printed in all capital letters.
• Alerts: You can configure alerts to be displayed under different circumstances during cheque preparation or printing.

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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.

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Download the Sample Import File

You can easily download a sample import file by clicking on the provided link within the import dialog box. This sample file serves as a template to ensure your data is correctly formatted.

Prepare Your Data

The first row of the Excel file is the header row, which defines the column names. The order of these columns is fixed and must be maintained.

Beginning from the second row, you should input your payee information row by row. If a specific column is not applicable to a payee, you can simply leave the corresponding cell empty.

Import Data

Once your Excel import file is ready, click the [Browse] button in the import dialog box and select your file. Then, click the [Import] button to begin the import process.

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Here’s a breakdown of the fields and how to save the information.

• Payee: This is a required field. The name you enter here will be loaded onto your cheque when you select it from the payee list.
• Category: You can organize your payee list by assigning each payee to a specific category.
• Other Fields: You can use the additional fields to store contact information such as contact person, phone numbers, addresses, and remarks for your reference.

Once all the information is ready, click the [Save] button to save the payee’s details.

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The Payee List allows you to store and manage payee information. With this feature, you can easily access payee details and seamlessly incorporate them into cheques. When preparing your cheque, you may load payee names from the Payee List which can save time and minimize the risk of typing mistakes.

At the top of the screen, you will find a Tool Bar that includes various functions

• New Payee: Create a new payee.
• Edit: Modify the selected payee’s information.
• Delete: Remove the selected payee from the list.
• Print Address: Print the payee’s address.
• Print All Address: Print all payees’ address.
• Import: Import payee information from an Excel file.
• Export: Export the Payee List in PDF, Excel, or HTML format.
• Payee Category: Maintain categories to organize payees.

The payees are displayed in a table format, and you can click on the column headers to sort the table accordingly. Additionally, a search box is available in the upper right corner to quickly find specific payees. The Payee List can also be exported to different formats: PDF, Excel, and HTML.

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Fill in the Cheque Details

In the chequebook window, you will find three tabs: “Details“, “Back Side“, and “Change Log“. To create a new cheque, start by filling in the necessary information in the “Details” tab.

Here is a breakdown of each field:

• Account: This displays your current account information, including the account name and number.
• Cheque Number: This is automatically generated based on the sequence defined in your chequebook.
• Void: Check this box to mark the cheque as void. Void cheques will not be included in report calculations.
• Date: Click the calendar icon to specify the date of the cheque.
• A/C Payee Only: Check this box to mark the cheque as “crossed” with the text “A/C PAYEE ONLY.”
• Bearer: Check this box to make the cheque a “Bearer Cheque”.
• Payee: Enter the payee’s name manually or select a name from your Payee List.
• Amount: Enter the numerical amount of the cheque. The amount in words will be generated automatically.
• Particulars: Use this field to add notes about the cheque.
• Audit Code: This field is for adding an audit code for accounting purposes.
• Status: The status of a cheque can be set as either Outstanding or Clear.
• Remarks: This is an additional field for including any extra notes.

As you fill in the details, the preview pane will update in real-time to show you what the printed cheque will look like.

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