Check Format Setup

Check Format Setup

To set up the check formatting in Softbase 3.0, you will first access the Check Format Setup program in Softbase, located under Company Setup on the Accounting Tab.


When the Check Format Setup program launches, there will be a blank field for the Check format name dropdown.
Enter a name for the check template, and then you will see an option to create the basic check format layout for the template you are creating.  Click that option.





Now, when you select your check format, you should see values input into the Check formatting, and then you will also see a print preview of the check to the right side.




You can now adjust the check formatting as needed.  You can select which options you would like to print, whether they should be bold or italicized, the font size, and the font itself.

The placement of the field on the check is controlled by pixels, of which there are 72 in each inch of print space on the paper.

Therefore, we recommend utilizing a ruler to help you determine proper placement of the field onto your check stock, and then you will input the appropriate value for the placement of the field.

For example, if I want the company name to print 1.5 inches from the top  and .5 inches from the left of the check, my values would be the following:



You can save your changes by using the green checkmark at the top of the page as you adjust your values to match the check stock you are using in Softbase.

We recommend that your print margins be set to .2 or .25, which will present to you during the check run process in AP payments.



    • Related Articles

    • Warehouse Setup

      Location The Warehouse Setup is located In the Parts Setup window via the "Setup" option at the top. Once you are in the Parts Items Setup window, click the "Warehouses" tab. Mandatory Fields 1. Warehouse Name (The dropdown box to the right of this ...

    • Can I void a check using today's date for the void transaction?

      If a check is voided via Ap payments, it will post that reversal back to the original entry date if that accounting period is open in your Company setup. Therefore, if the check was posted in December and it is voided, the void would also post back ...

    • Softbase Service App Setup

      Overview This article covers how to download and setup Softbase Service on the devices your technicians will use to work the dispatched Work Orders to them. Steps Download the Softbase Service Mobile Application from the Apple or Google Play Store. ...

    • How do I add a logo to my invoices?

      Logos are maintained within the Branch setup of Softbase under the Administration tab. You will want to access the tab for "logo graphic" to add or update a logo. Specifications for the logo are below: Logo This is where you can set your ...

    • I am receiving an error when attempting to print in Softbase.

      If you receive an error in Softbase and the program does not print and must close, we recommend resetting your printer settings. This is done in the File Menu of Softbase, using the "Clear My Printer Setup" option. This will reset the settings and ...