Cheque Printing
Updated Feb 1st, 2022
Who is this guide for?
Accounts Users and Accounts Supervisors
Osprey can print your cheques onto pre-printed stationery, saving time writing cheques which have already been posted on the system. You should contact your bank to arrange for pre-printed stationery to be provided.
Enable Cheque Printing
Before you can print cheques, you will need to enable the option on the system. In the browser, select Supervisor > System Setup > Configuration Settings.
Locate the switch called Cheque Printing, right click it and select True, then Save your changes.
Design your Cheque Template
In the Supervisor App, select Cheque Templates, then New.
Enter a description, and select whether you would like your cheque to display as unitary or as a sentence.
e.g. Unitary cheques have the units split so an amount of £2320.25 would look like this:
| Thousands | Hundreds | Tens | Units | Pence |
| 2 | 3 | 2 | 0 | 25 |
Non-unitary cheques have the amount shown in words e.g.
| Amount: |
| Two thousand three hundred and twenty pounds twenty five pence |
Finally, choose the currency and click Save.
To open the template for editing, right click your template, click Edit
Now select Design
Word will open, and you can now create your template to match your stationery. We would recommend using tables for this.
You may insert the relevant merge fields by selecting the Mailings menu and choosing Insert Merge Field to select the field to insert.
Close and Save the template
Linking your Cheque Template to the relevant Bank(s)
Now that you have designed your Cheque Template you will need to link it to the Bank or Banks that you want to use it for. In the browser, navigate to the Supervisor menu, Financial Setup and Banks.
Click Edit, set the last cheque number (Osprey will add one to this when you post your next cheque), select the Cheque Template and click Save.
Printing Cheques
In the Case Management App, navigate to Banks & Journals, Cheque Printing.
Select the correct bank
To print an already printed label select Printed rather than Pending.
Tick the cheques to be printed, you may also set a range by selecting the first and last cheques and click the Set Range.
Click Print to open Word and produce the cheques, print the cheques and close the document.