How To Set Up Your Cheques

What you need to know: 

A cheque designer can be used to customize cheques, align cheque details with your cheque stock, and support different layouts for purchases or payroll. 

What you need to do: 

• Before setting up cheque templates, gather your cheque paper layout, including: 

• A sample cheque image 

• The cheque details you want to include for purchase or payroll transactions 

How to (Step by Step): 

1. There are two ways to start a withdrawal transaction, either: 

   a) Click Purchases on the left menu and select Transactions 

   b) Click Payroll on the left menu and select Transactions 

2. Click Settings and select Open cheque designer.   

3. You can customize your cheques using the steps in each section below: 

Template 

1. Choose the Template you are using with the drop-down menu. 

2. Select the layout of cheque paper to be used, either: 

   • Stub-Cheque-Stub 

   • Cheque-Stub-Stub 

Background 

1. You can upload a Background image of your cheque to make sure the print layout aligns correctly with your cheque stock. Click Upload and choose an image of your cheque from your computer. 

2. The plus and minus buttons will increase or decrease the size of the background image. 

Content 

1. Select the Cheque date format using the drop-down menu. 

2. Select the Stub date format using the drop-down menu. 

3. Use the plus or minus signs to adjust Date spacing on the cheque viewable in the Layout section to the right). 

4. Check the box to Include business information on the cheque. 

5. Check the box to Include a memo line on the cheque. 

6. Check the box for Include payee address on cheque, if applicable.  

7. Check the box for Include single line payee on cheque, if applicable. 

8. Check the box to Show dollar sign for amounts to display on the cheque. 

 
Layout 

Once the options have been chosen from all the previous sections, you can adjust how they are displayed on the cheque. 

1. Click and drag the data areas (date, business name and address, etc) to slide them around to match up to your cheque image. 

2. Use the arrow buttons to move the cheque image in the background. 

   Tip: Undo will undo the last change you made and Reset layout will reset all elements to default placements. 

3. After you have made all your changes, click Test print to print a sample cheque. 

4. Click Save to save as a new template. 

 
Tip: You can create as many cheque templates as needed.  You can have a different template for regular purchases and payroll. Simply go to the settings screen on each page and set the template you want to use. 

Note: Select Cancel at any time to return to the previous screen without making any changes. 

Still have questions? Contact support  

Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.