Ideas for the ADAM DMS

add memo line to accounting check

important to us to clarify the purpose of the check

  • Guest
  • Aug 7 2018
  • Planned
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  • Admin
    John Cowan commented
    12 Aug 15:25

    Can you give an example of what you would need to print on the Memo line of the Check.

    Peggy Matthews

  • Jennifer Bell commented
    12 Aug 15:40

    Duplicate what we put in the "notes" section when preparing check.  

  • Jennifer Bell commented
    12 Aug 15:42

    Check example attached

  • Admin
    John Cowan commented
    26 Aug 14:58

    Jennifer,

    The notes field is much larger than the Memo field on a check would allow. We print the Notes field on the stub of the check which is seen in your example does that not serve the purpose for you?

    Peggy Matthews

  • Jennifer Bell commented
    26 Aug 15:10

    Yes, the notes field is good.  It is necessary for me to put info in the memo section on the face of the check per management. They need to see that info when looking at online    banking.  The check example attached shows what I need.

  • Admin
    John Cowan commented
    26 Aug 17:32

    To be able to do this we would have to add an additional field for the user to enter the Memo information because using the Notes field would not work due to the difference in the field sizes. Therefore the user would have to type information that they want on the Memo line in the new field and what they wanted to print on the stub in the Notes field. I will do some more research on this.

    Peggy Matthews

  • Jennifer Bell commented
    26 Aug 20:20

    That would be ok if I had to type it in, as it would look more professional.  Maybe an "obtain notes" box can come up the same way it does on the cash receipts