How to Create and Manage Check Templates

From this screen you can add and manage check templates.

How to Add a New Template

1. Name the template
2. Confirm the size of the check portion
3. Set the printer offset
4. Select the layout; for example: the selected layout in the above image is for Check-Stub-Stub
5. Select a field
6. Set the field size
7. Set the field position on the check
8. Select whether or not the selected field prints on the check (If the Amount field is selected there is also the option whether or not to print the currency symbol)
9. Print a test check at any time
10. Save the new template

Edit, Copy, or Delete a Template

Action	Description
Edit	Double-click a check template from the results list to open it in edit mode. Alternately, select the button while viewing a check template to edit it.
Copy	Select a check template from the results list and click the button to open a new template in edit mode that starts with the same settings as the selected template.  Tip: The template name will default to the original template name with "-COPY" at the end of it.
Delete	Select the button from the toolbar to delete a template. This can be done either in the browse screen or while viewing a template.

Options and Fields

General Options	Details
Check Form Size	Enter the actual width and height of the check. Paper size is selected in printer options.
Printer Offset	Indicate space between edge of page and where check printing begins.
Check Layout	Select which position the check should be printed on the page: Top, middle, or bottom.
Selected Field	Option	Details
Account Name and Address Date Check # Frac. Routing # Amount (Text) Amount (0.00) Payee Payee Address Vender Account # Bank Name Signature Line MICR	Field Size	Set the width and height of the selected field.
	Field Position	Set the alignment and offset of the selected field. A select field can also be dragged to a location.
	Field Content	Toggle the option to include the selected field in the printed check.  Note: For the Amount filed there is an additional option to toggle the currency symbol on the printed check.

 Tips:

• If printing MICR checks please refer to the article MICR Checks for more detailed information
• If you're new to RFMS please see the article Things You Will Need for information about the best check stock to use.
• The option to view and edit check templates will not be available if you are accessing RFMS NEXT via a mobile phone even if your group permissions allow you access to that screen.
• At this point NEXT handles Accounts Payable checks only. For payroll checks please see the article Human Resources Utilities.