DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Direct Deposit and Print Cks (Payroll/Acct Pay) & ACH (Acct Rec) Features


#1

I’ve used QB’s for years and just switched to Manager about a week ago because I was tired of paying too much money for their program. So far I really like Manager, however, since I’m still fairly new to the program I am curious on how I make payments to vendors (suppliers) and employees as well as make deposits.

I live in remote Alaska where I do not have access to a bank…the mobile banking puts daily limits on our deposits which we almost always exceed. Turning our receivable checks into electronic checks was one way to combat our shortcomings.

For this same reason, we have used direct deposit to pay our vendors and employees. Not all vendors take advantage of direct deposit so a paper check is issued instead.

I only have a few questions that I have not been able to find answers to on this Forum and hope someone, or a few, can help:

  1. Does Manager offer electronic check conversion?
  2. Does Manager offer direct deposit to vendors/employees?
  3. How do I print checks from Manager or do I have to manually write the checks by hand?

Thank you to everyone who takes the time to read and answer my post!

Maile Zimin
ADESCO, LLC


#2

See these Guides:
https://www.manager.io/guides/7820
https://www.manager.io/guides/7821
https://www.manager.io/guides/9768

No, no, and you can’t. Manager only records transactions. It’s an accounting program, not a banking program. But if you have online remote banking, can’t you send checks from your bank’s website?


#3

Thank you so much for that information…I at least know where to concentrate my efforts at. I appreciate your time and help!!


#4
  1. check conversion is a reformatting service offered by banking merchants.check conversion allows banks to convert paper checks into electronic ones and then send them to the appropriate receiving bank.
  2. No, it does not offer direct deposits to vendors or employees
  3. you can print checks from print option in the manager.

#5

No, you really cannot with any degree of convenience, because there is no check-writing module. A few users have reportedly created custom themes they use when printing checks, but this would require quite a high level of skill.


#6

If one is interested in creating a custom theme to print checks, how would they go about doing that?


#7

This isn’t a coding forum.


#8

Wow! I wasn’t asking how to code, but thank you for your help anyway. I’ll figure it out by myself or some other way.


#9

Here is a custom theme we use for printing checks on Quickbooks checks. It prints the details on the check and both vouchers at the bottom. It was shared with me by another forum member, so I would like to pass it along. Using it and troubleshooting it is up to you, it works for us right now. You need to add a custom field for “Payment Address” and that is where you locate the vendor’s address so that it fits a window envelope.

Make a new theme and copy and paste this entirely into your system. Also you have to hit the print button to see the layout, on the screen it looks normal.

<style type="text/css" scoped>
@media screen {
div#checkprint {
    display: none;
}
}
@media print {
tr.onscreen {
    display: none;
}
div#printable-content.panel {
    font-size: 14pt !important; font-weight: normal;
    line-height: 1.25;
}
table#vouchertable1 {
    position: absolute;
    top: 470px;
}
table#vouchertable2 {
    position: absolute;
    top: 940px;
}
div#date {
    position: absolute;
    top: 80px;
    left: 930px;
}
div#voucher1date {
    position: absolute;
    top: 450px;
    left: 30px;
}
div#voucher2date {
    position: absolute;
    top: 920px;
    left: 30px;
}
div#amount{
    position: absolute;
    top: 130px;
    left: 930px;
}
div#payee{
    position: absolute;
    top: 130px;
    left: 100px;
}
div#voucher1payee{
    position: absolute;
    top: 450px;
    left: 300px;
}   
div#voucher2payee{
    position: absolute;
    top: 920px;
    left: 300px;
}
div#amountwords{
    position: absolute;
    top: 180px;
    left: 0px;
    right: -100pt;
        white-space: nowrap;
        overflow: hidden;
}
div#address {
    position: absolute;
    top: 220px;
    left: 120px;
}
div#memo {
    position: absolute;
    top: 320px;
    left: 100px;
}
}
}
</style>
{% capture payee %}{{ recipient.name }}{% endcapture %}
{% capture date %}{% for field in fields %}{% if field.label == "Date" %}{{ field.text }}{% endif %}{% endfor %}{% endcapture %}
{% capture amount %}{% for total in table.totals %}{% if total.label == "Total" %}{{ total.text }}{% endif %}{% endfor %}{% endcapture %}
{% capture anc %}{% for total in table.totals %}{% if total.label == "Total" %}{% assign an=total.number %}{% endif %}{% endfor %}{% endcapture %}
{% capture amount_in_words %}{% for total in table.totals %}{% if total.label == "Total" %}{{ total.number | spell_out }}{% endif %}{% endfor %}{% endcapture %}
{% capture cents%}{{an| plus: 0 | modulo: 1| times: 100 | round: 0}}{%endcapture%}
{% capture cents_in_words %}{% if cents != "0" %}{{cents|prepend: " and " | append: "/100 "}}{%else%} and no/100{% endif %}{% endcapture %}

<div id="checkprint">
<div id="date">{{date}}</div>
<div id="payee">{{payee}}</div>
<div id="amount">{{-amount | remove: "$"|strip|prepend: '***'-}}</div>
<div id="amountwords"><span>{{amount_in_words}}{{cents_in_words}}* * * * * * *</span></div>
<div id="address">{{recipient.name}}<br>{{ custom_fields["Payment Address"]  | newline_to_br }}</div>
<div id="memo">{{description}}</div>
<div id="voucher1payee"><b>Paid to the order of: </b>{{payee}}</div>
<div id="voucher1date"><b>Check date: </b>{{date}}</div>
<div id="voucher2payee"><b>Paid to the order of: </b>{{payee}}</div>
<div id="voucher2date"><b>Check date: </b>{{date}}</div>
</div>

<table style="padding: 30px" id="vouchertable1">
<thead>
<tr class="onscreen">
        <td colspan="99">

            <table style="margin-bottom: 20px"><tr>
                <td>
                    <div><b>{{ recipient.name }}</b> {{ recipient.code }}</div>
                    <div>{{ recipient.address | newline_to_br }}</div>
                    <div>{{ recipient.identifier }}</div>
                </td>
                <td style="{% if business.address != null %}border-right-width: 1px; padding-right: 20px; {% endif %}text-align: right">
                    {% for field in fields %}
                    <div style="font-weight: bold">{{ field.label }}</div>
                    <div style="margin-bottom: 10px">{{ field.text }}</div>
                    {% endfor %}
                </td>
                {% if business.address != null %}
                <td style="padding-left: 20px; width: 1px; white-space: nowrap">
                    <div style="font-weight: bold">{{ business.name }}</div>
                    <div>{{ business.address | newline_to_br }}</div>
                    <div>{{ business.identifier }}</div>
                </td>
                {% endif %}
            </tr></table>

            <div style="font-size: 14px; font-weight: bold; margin-bottom: 20px">{{ description }}</div>
        </td>
    </tr>
    <tr>
        {% for column in table.columns %}
        <td style="font-weight: bold; padding: 5px 10px; text-align: {{ column.align }}; border-left-width: 1px; border-bottom-width: 1px; border-top-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if column.nowrap %}; width: 80px{% endif %}">{{ column.label }}</td>
        {% endfor %}
    </tr>
</thead>
<tbody>
    {% for row in table.rows %}
    <tr>
        {% for cell in row.cells %}
        <td style="padding: 5px 10px; text-align: {{ table.columns[forloop.index0].align }}; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if table.columns[forloop.index0].nowrap %}; white-space: nowrap; width: 80px{% endif %}">{{ cell.text | newline_to_br }}</td>
        {% endfor %}
    </tr>
    {% endfor %}
    <tr>
    {% for column in table.columns %}
        <td style="border-bottom-width: 1px; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}">&nbsp;</td>
    {% endfor %}
    </tr>
    {% for total in table.totals %}
    <tr>
        <td colspan="{{ table.columns | size | minus:1 }}" style="padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.label }}</td>
        <td style="border-left-width: 1px; white-space: nowrap; border-right-width: 1px; border-bottom-width: 1px; padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.text }}</td>
    </tr>
    {% endfor %}


    <tr>
        <td colspan="99">
            {% if emphasis.text != null and emphasis.positive %}
            <div style="text-align: center; margin-top: 40px"><span style="color: #006400; border-width: 5px; border-color: #006400; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div>
            {% endif %}

            {% if emphasis.text != null and emphasis.negative %}
            <div style="text-align: center; margin-top: 40px"><span style="color: #FF0000; border-width: 5px; border-color: #FF0000; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div>
            {% endif %}
        </td>
    </tr>
</tbody>
</table>

<table style="padding: 30px" id="vouchertable2">
<thead>
<tr class="onscreen">
        <td colspan="99">

            <table style="margin-bottom: 20px"><tr>
                <td>
                    <div><b>{{ recipient.name }}</b> {{ recipient.code }}</div>
                    <div>{{ recipient.address | newline_to_br }}</div>
                    <div>{{ recipient.identifier }}</div>
                </td>
                <td style="{% if business.address != null %}border-right-width: 1px; padding-right: 20px; {% endif %}text-align: right">
                    {% for field in fields %}
                    <div style="font-weight: bold">{{ field.label }}</div>
                    <div style="margin-bottom: 10px">{{ field.text }}</div>
                    {% endfor %}
                </td>
                {% if business.address != null %}
                <td style="padding-left: 20px; width: 1px; white-space: nowrap">
                    <div style="font-weight: bold">{{ business.name }}</div>
                    <div>{{ business.address | newline_to_br }}</div>
                    <div>{{ business.identifier }}</div>
                </td>
                {% endif %}
            </tr></table>

            <div style="font-size: 14px; font-weight: bold; margin-bottom: 20px">{{ description }}</div>
        </td>
    </tr>
    <tr>
        {% for column in table.columns %}
        <td style="font-weight: bold; padding: 5px 10px; text-align: {{ column.align }}; border-left-width: 1px; border-bottom-width: 1px; border-top-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if column.nowrap %}; width: 80px{% endif %}">{{ column.label }}</td>
        {% endfor %}
    </tr>
</thead>
<tbody>
    {% for row in table.rows %}
    <tr>
        {% for cell in row.cells %}
        <td style="padding: 5px 10px; text-align: {{ table.columns[forloop.index0].align }}; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}{% if table.columns[forloop.index0].nowrap %}; white-space: nowrap; width: 80px{% endif %}">{{ cell.text | newline_to_br }}</td>
        {% endfor %}
    </tr>
    {% endfor %}
    <tr>
    {% for column in table.columns %}
        <td style="border-bottom-width: 1px; border-left-width: 1px{% if forloop.last == true %}; border-right-width: 1px{% endif %}">&nbsp;</td>
    {% endfor %}
    </tr>
    {% for total in table.totals %}
    <tr>
        <td colspan="{{ table.columns | size | minus:1 }}" style="padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.label }}</td>
        <td style="border-left-width: 1px; white-space: nowrap; border-right-width: 1px; border-bottom-width: 1px; padding: 5px 10px; text-align: right{% if total.emphasis == true %}; font-weight: bold{% endif %}">{{ total.text }}</td>
    </tr>
    {% endfor %}


    <tr>
        <td colspan="99">
            {% if emphasis.text != null and emphasis.positive %}
            <div style="text-align: center; margin-top: 40px"><span style="color: #006400; border-width: 5px; border-color: #006400; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div>
            {% endif %}

            {% if emphasis.text != null and emphasis.negative %}
            <div style="text-align: center; margin-top: 40px"><span style="color: #FF0000; border-width: 5px; border-color: #FF0000; padding: 10px; font-size: 20px">{{ emphasis.text | upcase }}</span></div>
            {% endif %}
        </td>
    </tr>
</tbody>
</table>

#10

I want to thank you for the use of this template. This is exactly the type of help I was looking for and I appreciate that you took the time to assist me. I followed your directions, and with a little tweeking…I was able to print checks from this program. I hope others can find this information useful. I will say however…it would be time consuming, but not difficult, to write the code for these custom themes. You have saved me a lot of time by sharing your template…I cannot thank you enough for your kindness and generosity!!