Print Your Operating Account Checks

You can print operating account checks from CosmoLex

Check Print Preferences

To display the payee address on your printed operating bank checks:

1. Edit the payee to confirm their zip code and city fields are populated.
2. From the left navigation panel, click Setup.
3. Atop the Setup left navigation, click Firm Settings.
4. Click Firm Preferences.
5. In the Check Settings section’s Checks Print Add’l Info(Operating) field, click either Payee Address or Payee Address with Matter Info as desired.
6. In the upper right corner, click Save.

Print Operating Bank Checks

You must first enter an operating bank transaction with the ‘To be printed’ box checked. They are most often entered from the bank account area, but may also result from paying an Accounts Payable bill or issuing a credit memo to a client.

To print operating checks:

1. In the Accounting Section, click on Bank.
2. Locate the bank account for which you wish to print checks.
3. Either double-click on the bank account, or highlight and click Details from the toolbar. 
4. Verify you are in the Transactions tab.
5. From the toolbar, click Action > Print Checks.
   The Check Printing Screen opens. All checks with the reference ‘To Print’ will be listed. 
6. By default, all transactions listed are selected, you can change this by checking or unchecking from the far left. 
   At the bottom of the grid, you will notice the count and total number of checks selected will update.
7. Review Print Check Options.
   • Bank Account will list the account for which you are printing checks. Verify this is correct. If not, you must exit this screen and change to the correct account.
   • In the Check Style field, confirm the appropriate check style displays or change your default under Setup > Firm Settings > Firm Preferences > Check Settings.
   • In the First Check # field, confirm the number is the next available in your stock or change it as needed. This can be changed if needed. 
   • In the Last Check # field, the system calculates the number based on your first check number and the number of checks selected. 
   • If you wish to re-date the chosen transactions to reflect today’s date, Check the box to Change Transaction Date to Today’s Date.
8.  Once ready, Click Print Checks.
   The system generates a PDF file for your review, and to print on your check stock when ready. 

All impacted transactions will now have a check number assigned in the Ref# field. We suggest confirming these number assignments after printing. 

If you accidentally printed on a check with a different number, just edit the transaction within CosmoLex and change the Ref# field to match the printed check.

Re-Print an Operating Bank Check

If for any reason you need to reprint a certain check, we suggest resetting that check to be re-downloaded from CosmoLex. 

1. In the Accounting Section, click on Bank.
2. Locate the bank account for which you wish to print checks.
3. Either double-click on the bank account, or highlight and click Details from the toolbar. 
4. Verify you are in the Transactions tab.
5. Single-click the check to highlight it and click Edit.
6. Toward the right of the screen, check the To be Printed box. This will remove the assigned check number and add this check back into the printing queue.
7. In the lower right corner, click Save.
   To print displays in the check’s Ref # field.
8. Reprint the check following the print check steps above.