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Set up the check layout for a bank account

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic explains how to specify the position of a default check format on a page, and how to include up to two slip copies on the page. Slip copies are also known as check stubs. Use the Check layout form to set up the check layout that is used for a bank account.

Tip

The Check layout form controls the vertical position of the whole default check layout on the page. To move individual fields in the default check layout, a developer must customize the check report. For more information about how to customize reports, see Report Integration and Customization Overview.

  1. Click Cash and bank management > Common > Bank accounts.

  2. Select a bank account.

  3. On the Action Pane, on the Set up tab, click Check.

  4. In the Check layout form, select the method to use for generating check numbers.

  5. In the Check form field, select the check format in which checks will be printed.

  6. Enter information in the Paper length, Check start position, and Number of slip copies fields to determine the position of the default check format on the page. The following illustration shows examples of how these fields work together.

    Examples of check layout configurations

  7. Click Print test.

  8. In the Check layout - print test form, select the type of check to print: negotiable or non-negotiable. For more information, see Print copies of payments as non-negotiable checks.

  9. If necessary, click Options, select a printer, and then click OK.

  10. In the Check layout - print test form, click OK to print a test copy of the check layout on plain paper.

  11. Compare the test copy of the check layout to the preprinted check stock that you use. Put the plain-paper test copy over the preprinted check stock, and hold both up to a window or other light source. Use a ruler to measure the difference between where the default check format is printed and where it should be printed.

  12. Repeat steps 6 through 11 until you are satisfied with the vertical position of the check and slip copies.

See also

Check layout (form)