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.



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