The system allows the following options around how your company can handle signatures on checks:


Click here for more information on how to Create a Check Signature


1.) Print Check - a standard signature line is printed on the check to be signed manually

print-check-standard-sig-line



2.) Print Check with Signature - a signature is printed on the standard signature line (the signature is uploaded on the Bank Account Record)


print-check-with-sig


3.) Print Check with Signature: Require 2nd Signature - a 2nd signature line is printed above the standard signature line to be signed manually (based on a dollar threshold set on the Bank Account Record).  If printing with signature, the signature will print on the first line, leaving the second signature line blank to be manually signed.



print-check-with-second-sig



2nd signature


If desired, you can have 2 signature lines on the check.  This is a setting on the bank account and a dollar amount threshold can be set for when a 2nd signature line shows and when it doesn't.  For example, if checks for $5,000 and above require a 2nd signature then you would set a $5,000 threshold for the 2nd signature and it would only print on checks at or above that amount.


2nd Signature Setup


To setup a 2nd signature to print for a specific bank account follow these steps:

  1. Select the desired bank account from the Bank Accounts list (Accounting - Banking - Bank Accounts list in the left hand navigation pane)
  2. In the Banking section of that form, click the Second Signature checkbox
  3. This will make the Second Signature Threshold field show just below it.  Set the threshold amount for what dollar value a check must be above for the 2nd signature line to show up (if you want it on all checks then set the threshold at $0)
  4. Save the bank account record and the 2nd signature line will now show when checks are printed


Note: when using the 2nd signature line option, if you have a signature image setup to print automatically by the system, it will print on 1 signature line and the 2nd line will be empty and must be signed manually.


Signature printed by the system 


This feature is designed to give the user the option of printing checks with the signature on them. This will only be allowed for users given the proper security clearance to use the feature.


Setup Required


1. Create a signature file in either jpg or bmp format. jpg is recommended, and the size should be under 500kb.


For best signature image:

  • Create the signature image digitally such as by writing it on a tablet or touch screen computer in Paint or similar application
  • The bolder the writing the better, make it bolder than you normally would
  • Writing the signature wider than usual will help its sizing as well


printsig4


2. Open the bank account from the bank accounts list (Accounting - Banking - Bank Accounts in left hand navigation). Click on the 'Select Signature' Button at the bottom of the form and browse to your signature file to upload it as the signature.

  • The same signature may be used on many bank accounts by uploading the same image to each account
  • Only upload 1 signature for each bank account




3. Users that you want to access this feature must have the 'Print Check Signature' security role on their User Profile.  Update their User Profile through the Setup Assistant, or through the 'Users & Security' tab under the 'Administration' menu.

Check Sig User Role

Steps to Use


Checks can be printed with signature from 3 places:

  • Create checks in the check run and after created the Print Checks window will have an extra button for “Print Checks w/ Signature” for the users who have that security role. Click this button and the checks will print with signature. The original Print Checks button is also available if the user wishes to print without signature.


Print wCheck Sig


  • From the AP Transactions list select the check rows you want to print then click Edit Selected - Print Checks with Signature
  • From My Reports page under Banking section, choose Check and select the bank account and check run you wish to print and choose With Signature and click Run


Sample check with signature printed below:


printsig3