Memo field on checks

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NATASHA PARKS

• August 31, 2016 13:54

Many vendors, like insurance companies, or government agencies, require a memo on the checks  - account number, PIN, etc. I do not see a field anywhere on the check. 

 

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  Tony

  • August 31, 2016 16:31

  Hi Natasha,

  We are adding a memo field to the check for this. Right now several customers are using the country field in the address to populate account numbers as a work around. 

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  Sam Eastman

  • October 06, 2016 20:09

  Thank you for the work around.  I frequently print checks for government agencies that have "NOT TO EXCEED $35" (or some other dollar amount) - I can put this in the country field, but these checks need to be printed without a dollar amount - the clerk fills that in and then lets us know the amount with the record request.  How do I print checks without a dollar amount? 

   

  Thanks!

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  Ashley Ewing

  • January 24, 2017 17:28

  Has the memo field been created?  The country field is a picklist so I am unable to use the work around.

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  JeaNae Remala

  • February 15, 2017 15:04

  How do I keep the billing country from printing on the check?  Our post office won't like this...   Also, has the memo field been added yet?  This is really a required field in the business world.  Thanks!

   

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  Pedro Morales

  • February 24, 2017 23:20
  • Edited

  The Memo field is in the Cash Disbursement object.  We adjusted all of the field offsets, including the memo field, for the Check in the Cash Disbursement PDF Offset Settings section on the Accounting Settings page.

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  JeaNae Remala

  • August 02, 2017 18:11

  Unfortunately, when i input something on the cash disbursement object, it tries to squeeze it in between city, state and zip and the country.  This will result in returned mailed and does not show up on the memo line on the check.

  Also, this needs to be part of the A/P input workflow.  Having to manually input this at the time that the check is printed is not normal business operating procedure. 

  We have created a field on our Vendor Accounts to input our account number with the Vendor and will try to make this work ourselves.  Accounting Seed should consider such a function for all users built into the system.  Again, a necessity in the accounting world!!  Just ask the Government - who asks for confidential tax payer ID #s on all checks!  LOL

   

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  Ryan Faulkingham

  • August 02, 2017 18:32

  Hi Jeanae,

  Were you able to adjust the memo field in the accounting settings so that it prints correctly on the check? If you click into the accounting settings tab and click edit and scroll to the bottom, you will see a memo adjustment field. Enter numbers into this field and then save. Test this by going to a cash disbursement and printing a check to see if it now correctly prints into the memo field. If not, go back to the accounting settings and change the number and try again. 

  Thank you,

  Ryan

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  richa

  • August 23, 2018 20:05

  can we add vendor Account Numbers somewhere on the check?

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  Ryan Faulkingham

  • August 26, 2018 20:52

  Hi Richa,

  Yes, this can be added to the memo field of the cash disbursement. You may want to use a workflow rule to automatically populate this field when each disbursement is created. 

  Thank you,

  Ryan

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  richa

  • August 27, 2018 16:27

  This is how it is printing:

  See the abc word I added on the memo.  Can this be fixed?

  

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  Ryan Faulkingham

  • August 27, 2018 16:35

  Hi Richa,

  Yes, go into the accounting settings tab and scroll to the bottom to enter offsets. 

  Thank you,

  Ryan

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  Ashley Ewing

  • August 19, 2021 16:41

  How do you get the memo field to pull the vendor account number field from the account page?

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  Rebecca Ralls

  • August 20, 2021 20:05

  Hi Ashley, you can make this happen using a work flow rule,  proces builder or flow to copy the account number from the account record onto the reference field for the cash disbursement.  If you need assistance with that please contact my team here: contact Coastal Cloud

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