Adding a Check RequestΒΆ

Note

When you need to send a check to a vendor, you should add a check request.

  1. Click the in the ribbon

  2. Click Finance

  3. Click Expenses

  4. Click Items

  5. Click the in the upper right hand corner

  6. Click Check Request

  7. Select date by which the check request is needed

  8. Choose a vendor

  9. Choose a delivery method

  10. Enter the account number

  11. Enter the invoice number

  12. Upload an invoice

  13. Enter total

  14. Enter tax

  15. If desired, add an allocation

  16. Click Save