Anytime you enter a receipt in the Agency Advantage, it will show up in Check Processing unless it is a "Forward" or "Agency Retained Funds." You are able to process these receipts and pay the companies directly from Agency Advantage. At the toolbar at the top, click on Accounting, Checking and Deposits, then Process Checks.
When you open up Check Processing, the first thing you need to do is click on the Rebuild button in the lower left hand
corner.
This will bring up your current list of receipts. If you wanted to change anything on Cynthia Hill's receipt, you would highlight the record selector next to his name, then click on the Edit button.
You'll be looking at a very familiar receipt maintenance screen where you can make changes such as
payment type, transaction type, description, amount, etc. After you make the changes,
click Save. Remember you must have adequate permissions to do this!
If you need to change the recipient of the check, then select the receipt, and click
on the corresponding button in the middle of the screen.
When you are finished, simply print your check as usual with the Print button at the bottom. If you do not want certain receipts to be included in the check total, make sure to mark them on "Hold."
Written by: Tina Stewart
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