Show/Hide Toolbars

Jim2® Business Engine Help File

Navigation: Jim2 Functions > Banking > Cheque Book

Create Recurring Cheque Entry

Scroll Prev Top Next More

This explains how to create a template to use for recurring cheque entries.

 

On the ribbon, go to Status and go to the Cheque tab. Add a new status called Template.

 

cheque recur status

 

Go to Accounts > Cheque Book and create the recurring cheque, selecting the Status of Template.

 

cheque template

 

You can then create a pinned Cheque Book list using the Status of Template.

 

cheque template pinned

 

When it's time to add a new recurring cheque, select this template and make changes as appropriate.

 

How to

Add a Cheque

Cancel a Cheque or Deposit

Create Similar Cheque

Dealing with Dishonoured Cheques

Edit a Finished Cheque/Deposit

Edit Cheques and Deposits

Write a Cheque from Unbanked Funds