Set up and Use Check Printing

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Before Printing Checks

Creating a Check

In order to put checks in your check queue, be sure to select the ‘To Be Printed’ option when recording withdrawal transactions. When that is marked, your transactions will state “to print” in the reference number. This is what adds those checks to your print queue.

We recommend first printing a CosmoLex check onto blank paper, then holding it up to your actual check paper and see if everything lines up. If the printed text does not fit properly within your check format, there are a few options to adjust this:

Check your Browser

If you are using Google Chrome, be sure your checks are printing from Adobe PDF. To set this up:

1. Click the ‘three dots’ or ‘three stacked bars’ icon at the top right-hand corner of the browser and click Settings.

2. At the bottom, click Advanced and select Click on Content Settings

3. Click on PDF documents > Turn on ‘Download PDF files instead of automatically opening them in Chrome.’ If Adobe Reader is your default application for opening pdf files, when printing checks, it will open up directly in Adobe.

Adjust Check Print Settings

If the text on your check is printing too high or too low, use our check print offset setting to adjust the placement.

You can find this setting under the Setup Tab > Firm Settings > Financial tab

If your text is printing below the line and needs to move up, decrease this number

If your text is printing above the line and needs to move down, increase this number

You can enter any decimal between 0.00 and 0.50

Tips

  • Test Again: We recommend printing another test check on blank paper to ensure everything is formatted properly before using actual checks. 
  • For check-check-check style: If you notice an inconsistency with spacing for each check, it may be due to page sizing within your printer settings.

Printer Settings

If your checks are still not printing correctly, you may want to check your Printer Settings. 

  1. Open up your PDF file in Adobe and go to File > Print
  2. Under Page Sizing and Handling, make sure the setting is on “Actual Size” and that the document size is 8.5 x 11

Once changed, this setting should remain for future printing. 


How to Show Payee Address on Checks

Use the following instructions to include the Payee Address on your printed Trust Check. This will appear right above the memo area on your printed check.
 
1. Click on the Setup Tab > Firm Settings > Firm Preferences
 
2. Scroll down to “Checks Print Add’l Info(Trust)” and choose “Payee Address or Payee Address with Matter Info” based on your preference.
 
 
3. Click Save at the top right of the settings screen

1. From the Matters Tab, select the appropriate matter and click  Details, or double-click the matter

2. Click Banking > Transactions tab

3. Ensure you are on the correct Trust bank. You can use the search filter on the right to find the appropriate bank, if needed.

4. Click Action > Print Trust Checks

Check Printing Screen

5. Next, review the Check Printing Screen. This screen displays all the checks that are waiting to be printed for that matter and selected bank(s). You will want to review all details, but pay close attention to the following items:

  • Check Style: Ensure you have the appropriate check style selected. If you’ve already set your preference as your default under Setup > Firm Settings > Firm Preferences, you don’t have to make any changes here.
  • First Check: Confirm that this is the next check number available in your stack. If it is not, change this to the appropriate check number.
  • Last Check: This number will calculate automatically based on your First Check number and how many checks are selected.

6.Change Transaction Date to Today’s Date: This feature is optional.
 
7. Select the checks you wish to print (totals at the bottom will update automatically), then click Print Checks.
 
8. A PDF file will be generated for you to open. You can then print this out on your computer checks.
1. Click on the Accounting Tab
 
2. From the Bank Tab > Select the trust bank and click  Details, or double-click the bank
 
3. From the Transaction Tab > Click Action > Click Print Checks. See above to understand and complete the Check Printing Screen.
 

 

Re-Print Trust Checks

If you notice a mistake and need to reprint a check, you can go back to the transaction and print your checks again. See the instructions below to learn how to do this from within a particular matter, or from any matter.
 
Important

If the check is linked to an invoice payment (example: using trust retainer to pay an invoice), you would need to delete the operating deposit transaction which will automatically delete the trust retainer payment that was applied to the invoice. You will then need to reapply the trust retainer payment to the invoice. After this, you will be able to print the trust check transaction.

From Matter Details

Use these instructions to reprint checks for a single matter.

1. From the Matters tab, select a matter and click  Details, or double-click the matter

2. Click Banking > Transactions Tab

3. Here, locate the check, select it and click  Edit

4. In the Edit Trust Transaction window, check the “To be Printed” and click Save at the bottom.

You will then see “To Print” under the reference# column.

You are now ready to reprint your check! Don’t forget to confirm your check number is correct, before reprinting.

From Accounting

Use the following instructions to print checks from any matter.

1. Click on the Accounting Tab

2. From the Bank Tab > Select the Trust Bank and click Details, or double-click the bank

3.  From the Transaction Tab > Locate the check, select it and click  Edit

4. In the “Edit Trust Transaction” window, check the “To be Printed ” box and click Save

You will then see “To Print” under the Reference # column.

You are now ready to reprint your check! Don’t forget to confirm your check number is correct, before reprinting.

How to Show Payee Address on Checks

Use the following instructions to include the Payee Address on your printed Trust Check. This will appear right above the memo area on your printed check.
 
1. Click on the Setup Tab > Firm Settings > Firm Preferences
 
2. Scroll down to “Checks Print Add’l Info(Operating)” and choose “Payee Address or Payee Address with Matter Info” based on your preference.
 
 
3. Click Save at the top right of the settings screen

Printing Operating Checks

1. Click on the Accounting Tab
 
2. From the Bank Tab > Select the operating bank and click  Details, or double-click the bank
 
 
3. From the Transaction Tab > Click Action > Click Print Checks. See above to understand and complete the Check Printing Screen

Re-Print Operating Checks

If you notice a mistake and need to reprint a check, you can go back to the transaction and print your checks again. See the instructions below.

1. Click on the Accounting Tab

2. From the Bank Tab > Select the Trust Bank and click Details, or double-click the bank

3.  From the Transaction Tab > Locate the check, select it and click  Edit

4. In the “Edit Trust Transaction” window, check the “To be Printed ” box and click Save

You will then see “To Print” under the Reference # column.

You are now ready to reprint your check! Don’t forget to confirm your check number is correct, before reprinting.

Order Checks

You may use your bank’s checks or you can order compatible checks from CosmoLex. To order compatible checks, click here.
 
Updated on September 6, 2018

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