Disbursement Checks (Forms)

How Do I...

Disbursement Check forms print all the payment checks that have not been printed (for example, checks that do not have a reference number). These are checks to vendors that were entered using the Payments selection of the Tasks menu.

Learn how to purchase Checks and Forms

ClosedPredefined disbursement check forms

Sage 50 includes the following predefined disbursement check forms:

ClosedPrinting disbursement checks

  1. Select Forms from the Reports & Forms menu. Then select Checks.
  2. The Select a Report or Form window will open with the Forms list shown.
  3. Select the check form you want to print from the Forms list.
  4. Click the Preview and Print button located below the sample image of the form.
  5. The Preview and Print Checks filter screen will open.

  6. Make your filter selections and click the Print/Email button to print the form.

    Note: Click the Refresh List button after opening the filter screen to see the information in the selection grid. Also, be sure to click the Refresh List button after making any filter selections to see the updated information in the grid. When you click Print/Email, forms will print based on the current filter selection criteria regardless of what you may have previously selected in the grid.

You can also print checks from the Payments task screen. How do I print forms from task windows?

Using the Preview and Print Checks Filter Screen

When you choose to print or preview a form, the preview and print filter screen appears. You do not have to make any changes to this screen. You can select the Print/Email or Print Preview button to print, email, or preview the form based on the default filter settings. However, if you want to change the filter selections, you may do so using the different tabs on the filter screen.

ClosedUsing the Print/Email tab

The Print/Email tab lets you select the criteria you want to use to print the form.

Refresh List: Select this button to refresh the selection grid. You must select this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the checks that meet the filter selection criteria. Select the checks that you want to print from the grid. All of the checks are selected by default. You can manually select and deselect the checks in the grid. You can also use the All and None links above the grid to select all of the checks or deselect all of the checks in the grid. You can change the sorting of the checks in the grid by clicking on the heading of the column that you want to use to sort the checks. The grid may contain links in the Amount fields. If so, you can click on these links to open the actual checks.

Include checks through: Enter the last date for checks that you want to print. Checks with dates later than the date entered here will not print.

Cash Account: Select the cash account you want to use to pay the selected checks.

Number the first check: Enter the check number to start with when printing checks.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Set up check printing defaults: Select this link if you want to specify check printing defaults which include options for printing zero amount and multiple page checks.

Filter vendors by: This allows you to further specify the checks that you want to print.

Vendor ID: If you want to print checks for a particular vendor or range of vendors, enter the vendor IDs here. If you want to filter for one vendor, enter that vendor's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by vendor ID.

ClosedUsing the Print Setup tab

Select the Print Setup tab to assign the default printer for this form and set the page margins. The file name for the form is also shown on this tab. There is an Align button that you can click if you need to adjust the alignment of the form. Tell me more about print setup.

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Published: March 21, 2017
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