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Accounting & Bookkeeping · How-to guide

Checks workspace overview

Configure, create, sign, print, reprint, register and void supplier checks while maintaining bill and bank-account links.

Audience: Accounts payable and treasury staffFeature: ChecksModule v1.4.5
Feature pathAccounting → Checks
Before you beginThis guide follows Accounting and Bookkeeping module version 1.4.5. The required access is Accounting Checks: View. A related screen can remain hidden when an optional module is inactive, a source record is in an ineligible status, the selected account is inactive or the user is not an assigned approver.

What this feature does

Configure, create, sign, print, reprint, register and void supplier checks while maintaining bill and bank-account links. It forms part of Britixo Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.

How the module flow works

The controller contains check list, bill selection, printing, PDF, register, configuration, signature, reprint, print-later, void and attachment actions.

Checks are payment instruments connected to a bank account and can clear supplier bills. The printed document, payment allocation and bank ledger must agree.

Different check layouts are supported through configuration types.

Step-by-step workflow

  1. Open Checks and review current status filters.
  2. Confirm check configuration for the bank account.
  3. Create a check from approved bills or a permitted payment.
  4. Sign only after review.
  5. Print or add to Print Later.
  6. Verify the check register.
  7. Match and reconcile the cleared bank transaction.

Important fields and decisions

Check listShows created and printable checks.
Bills availableApproved supplier liabilities that can be paid.
Print later queueGroups checks selected for later printing.
Check registerTracks numbers, payees, amounts and status.
Voided checksRetains the void history.
ConfigurationControls layout, bank details, logo and signatures.

What happens after completion

After the action is saved, Britixo keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.

  • Open the saved record and confirm its final status.
  • Review the source reference and every debit and credit line where ledger data was created.
  • Use the relevant register, ageing, reconciliation or report to verify the wider effect.

Controls, checks and common mistakes

  • Protect check stock and signature images.
  • Do not reuse check numbers.
  • Void rather than delete a physically issued check.
  • Reconcile cleared checks.
  • Use the least destructive correction available and record the reason for material changes.
  • Do not bypass a permission, approval or closed-period control by changing unrelated data.
Accounting and data safetyDeletion, reset, void, refund, mapping, journal and reconciliation actions can change financial history. Use approved access, retain supporting evidence and validate the result in the General Ledger or relevant control report.
Browse connected topics:paymentbankingreconciliationsupplier billvendorcheckreportapprovalmappingdouble-entry
Configure check layout, bank details and signatures →Create, sign and print a check →Use the check register, reprint and void controls →Link checks to supplier bills →Supplier bills overview →Create and edit a supplier bill →