VersaCheck X1 Print Factory Help

Please click an option in the left-side menu.

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Create New Account / Edit Account
Step 1 of 3

Step 1 of the 3 part wizard for creating new accounts will allow you to determine the type of account,
account status and how you wish to track account transactions. This same wizard is used to edit existing
accounts as well. To create a new account or to edit an existing account, open the New Account wizard,
select New and then Account from the File menu, click the New icon on the My Accounts screen, or
highlight the account to edit and click the Edit icon.

1. Select the type of account: Bank, Cash, Credit Card, Money Market, Other Asset (i.e. a line of
credit), or Other Liability (i.e. a loan balance.)
2. Enter a name for your new account in the account name field.
3. Enter a description for your account, such as "Business Checking Account" or "Family Savings
Account."
4. Select the Status of the account as either active or closed.
5. For bank and money market accounts you may choose whether or not to use an electronic
checkbook, which will allow you to write checks from the new account.
6. Click Next to proceed to Step 2.

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Create New Account / Edit Account
Step 2 of 3

Step 2 of the 3 part wizard for creating new accounts will allow you to determine the account balances,
limits, and whether to designate the account as a favorite. This same wizard is used to edit existing
accounts as well. To create a new account or to edit an existing account, open the New Account wizard,
select New and then Account from the File menu, click the New icon on the My Accounts screen, or
highlight the account to edit and click the Edit icon.

1. Depending on the type of account you are creating, the first box will ask for a current balance or
balance due.
2. Use the As of date field to enter the date to begin tracking the account. Depending on how you
wish to use this account and your available account records, this might be the opening date of the
account, the beginning of the tax or fiscal year, or the most recent date on which the account was
reconciled.
3. For Credit Card Accounts you should enter the total Credit Limit for the account.
4. If the new account has a minimum balance, you may enter that amount.
5. Select the country where the new account is based.
6. Selecting the check box for This is my favorite account will cause the account to display under
the My Favorite Accounts heading in the main VersaCheck® window.
7. Click Back to return to Step 1 or Next to continue on to Step 3.

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Create New Account / Edit Account
Step 3 of 3

Step 3 of the 3 part wizard for creating new accounts will allow you to set the account holder name and
address. This same wizard is used to edit existing accounts as well. To create a new account or to edit an
existing account, open the New Account wizard, select New and then Account from the File menu, click
the New icon on the My Accounts screen, or highlight the account to edit and click the Edit icon.

1. Enter the name of the account holder in the Name field.

2. Enter the street address in the two Street fields.
3. Type the city in the City field.
4. Use the State pull down menu to select a state.
5. Enter the zip code in the Zip code field.
6. From the Country pull down menu select the account country.
7. Enter a phone number for the account holder in the Phone field.
8. Click Back to return to Step 2 or Finish.

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Create/Edit a CheckBook
Checkbook Information Wizard - Step 1 of 5

The Checkbook Information Wizard walks you through setting up your checkbook. From the My
Accounts screen click Edit Checkbook or from the Write Checks screen and click Account and select
Edit Checkbook.

In the Checkbook description field you can enter a short explanation of the account. In the Next check
number field enter the check number for the next check to be used and in the Next deposit number field
enter the deposit slip number. If your checks use a prefix on the check numbers enter that in the Check
number prefix field. Click Next to continue on to Step 2.

Clicking the Advanced button will allow setting up special encoding if needed.

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Checkbook Information Wizard
Step 2 of 5

The Checkbook Information Wizard walks you through setting up your checkbook. From the My
Accounts screen click Edit Checkbook or from the Write Checks screen and click Account and select
Edit Checkbook.

There are two options for entering check information: entering check information into the fields of the
Checkbook Information dialog or by using the Scan Sample Check method if you have a scanner
available.

1. Before beginning this step of the checkbook setup process, make sure that you have a
copy of a blank check from the account in front of you to use as a template.
2. Enter a Sample check number in the top Sample box (this is not the starting check number... it
MUST match the check number that appears as part of the bank code line below.
3. Use the two boxes in the center/top of the check graphic to enter the Fractional Routing number
as follows:
3.
4. Enter the correct country in the Bank country drop down box.
5. Using the preprinted check from the account as a template, use the MICR Line symbol buttons
at the bottom of the dialog window to enter the Bank code line EXACTLY as it appears on the
check.
Click Next to continue to Step 3 or Back to return to Step 1.

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Clicking the Advanced button will allow setting up special encoding if needed.

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Checkbook Information Wizard
Step 3 of 5

The Checkbook Information Wizard walks you through setting up your checkbook. From the My
Accounts screen click Edit Checkbook or from the Write Checks screen and click Account and select
Edit Checkbook.

Step 3 of the Checkbook Information wizard will setup the Account Holder and Bank addresses for the
checkbook. (Note: all fields in bold type with an *asterisk are required fields.) Under the Account
Holder Name and Address section you may enter 1 or 2 names as well as the address, city, state, Zip
code, country and phone number that should appear on the account. In the Bank Name and Address
section you may enter the name, street address, city, state, Zip code, country and phone number of the
financial institution from which your checks will be drawn.

You can lookup the bank information automatically by clicking the Bank Name button.

Click Next to continue to Step 4 or Back to return to Step 2.

Clicking the Advanced button will allow setting up special encoding if needed.

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Checkbook Information Wizard
Step 4 of 5

The Checkbook Information Wizard walks you through setting up your checkbook. From the My
Accounts screen click Edit Checkbook.

Step 4 will allow you to select the check and deposit slip styles to use. In the Style type display area
click either Check Style or Deposit Slip Style to specify which one you want to view or modify. Later,
you can click the other one to view or modify it. Click the Preview button to see a full view of the
complete check or deposit slip. To change the check or deposit slip style set for the checkbook click the
Change Style button.

Clicking the Advanced button will allow setting up special encoding if needed.

Click Next to continue to Step 5 or Back to return to Step 3.

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Checkbook Information Wizard
Step 5 of 5

The Checkbook Information Wizard walks you through setting up your checkbook. From the My
Accounts screen click Edit Checkbook or from the Write Checks screen and click Account and select
Edit Checkbook.

Step 5 will allow you to select the logos, background images and a signature type for your check. Click
on the link for Select your logo to add a personal logo or click Select a bank logo to add your banks
logo next to the bank address. If you wish to add an image for the background of your check click the
Select a background graphic and then browse your computers files to find the graphic you wish to use. In
the Signature type drop down menu you can select to use one of four types of signature:
 Blank: Leaves the signature line blank for the check writer to sign by hand.
 Image: Inserts a digitized signature or graphic for the signature.
 Text: Inserts standard check draft text stating that a signature is not required.

You can view the check by selecting the Preview button or you can edit the check face by selecting the
Express Design button to open the check designer.
Clicking the Default button will return all settings to the original settings.
Click Back to return to Step 4.

Clicking the Advanced button will allow setting up special encoding if needed.

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Checkbook Advanced Setup

The Checkbook Advanced Setup will allow you to encode the amount of checks into the MICR line.
From the Create/Edit Checkbook wizard click the Advanced button.

The Check Book Advanced Setup dialog box is only used in a few specific instances:
1. If the check requires a check number prefix to appear on printed checks.
2. Encoding the amount of a check into the bank code line if necessary by clicking the check box at
the top of the dialog box.
3. Changing the position of the first Character in the routing number.
4. If an identification of the currency type needs to appear on the face of the check.

The default setting is not to encode the amount of the check into the bank code line, as this is not the
standard for most business and personal checking accounts. The routing number position will default to
43 which is the US standard for all checks, if you have changed this value you can reset it by clicking the
Default button.

Canadian checks require checks that are in other than Canadian funds to have a currency identifier
printed to the front of the check. Note: You must select (or create) a check template that has the
currency identifier field set on the face of the check in order for the currency identifier to appear when
checks are printed. Each of the preset Canadian check templates included in VersaCheck have this field
available.

You can also use the Deposit Slip tab of the Checkbook Advanced Setup to use a different bank code
line for deposit slips or to set Printing Options.

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Checkbook Advanced Setup - Deposit Slip Tab

The Deposit Slip section of the Check Book Advanced Setup dialog box is used if your deposit slips
have a different bank code line than that of your checks.

By clicking the check box at the top of the dialog box, you can use the special bank MICR line buttons in
the dialog box to enter the bank line as it appears on your deposit slips. You can also use the General tab
of the Checkbook Advanced Setup to move or encode the bank code line or use the Printing Options
tab to set the Printing Options.

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Checkbook Advanced Setup - Printing Options Tab

The Checkbook Advanced Setup will allow you to set certain printing options. From the Create/Edit
Checkbook wizard click the Advanced button.

Check the Print second line if the signature is blank box to create two signature lines when there is not a
preprinted signature on checks.

By checking the Print special message below the amount as text line you can use the Special message
field to enter a text string that will be printed on all checks you print. The Alignment selection will allow
you to move the message from the left to the center if you have any overlap with other elements of the
check.

The Print the following text above the signature(s) box will allow you to print a message over the
signature area (for example a message such as "Requires 2 signatures if amount is over $1000." By
setting the second field to an amount greater than $0.00 you can cause the message to be printed on only
on checks that are over a certain dollar amount.

The Print secure lock check box will add the secure lock check icon to the front of your check when it
prints. (The secure lock icon is a registered trademark of the Check Payment Systems Association.)

The Amount in words format allows you to determine if asterisks will appear next to the amount in
words on your check, and if so, whether they should appear to the left of the amount in words (as
required by Canadian checks) or to the right of the amount in words.

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Select Bank Contact

During the Setup Checkbook wizard, the Select Bank Contact dialog will help you to find the bank and
branch address information to be printed on your check. To do it, run the Checkbook setup wizard from
the My Accounts screen by clicking "Edit Checkbook". From Step 3 of the Checkbook Setup wizard,
click the "Bank Name" button.

Enter the city and/or the zip code for the branch you are looking for and press Find. In the list that
displays, click the address of the correct branch to highlight it and then click the select button. If the
address for your bank does not appear you can click the Online Search... button to connect to the
Internet and search a complete bank address database.

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Select Check/Deposit Slip Styles

This dialog will allow you to preview and select the check (or deposit slip) style to define for the current
checkbook. From the Step 4 of the Checkbook Information wizard, click the Change Styles button.

From the Check Style Group pull down menu select the Style Group (type of check templates) to
select from. Then, in the Check Style window, scroll through the available templates. After selecting a
specific check style, click the Maintain button to view the Maintain Check/Deposit Slip Styles dialog
which will allow you to add a check template to the Check Style list by opening a template file from
somewhere else or by creating one with the Check Designer.

The two windows on the right side of this dialog box show a brief description of the selected item style at
the top and a preview of the item layout at the bottom. You can get a print preview (and optionally print
it) by clicking the Preview button.

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Maintain Check/Deposit Slip Styles

This dialog will allow you to preview and modify the check (or deposit slip) style to define for the current
checkbook. From the Step 4 of the Checkbook Information wizard, click the Change Styles button.
Then, from the Select Check/Deposit Slip Styles dialog, select a style and click the Maintain button.

From the Check Style Group pull down menu select the type of check templates to select from, you
may click New to create a new style group or click Edit or Delete to alter or remove a group.

Then in the Check Style window you can scroll through the available templates for the selected group.
By clicking the New button you can access the Check Style Setup dialog box which will allow you to
add a check template to the Check Style list by opening a template file from somewhere else or by
creating one with the Check Designer. Clicking one of the choices in the Check Style list and then
clicking the Edit button will also open the Check Style Setup dialog, but will not allow you to edit the
read only, preinstalled templates.
Clicking the Delete button will permanently remove the highlighted template (user installed only.)
You can get a print preview by clicking the Preview button.

The two windows on the right side of the Maintain Check/DepositSlip Styles dialog box show a brief
description of the check style at the top and a preview of the page/document layout at the bottom.

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Check Style Setup -- or Deposit Slip Style Setup

This dialog box allows you to create or edit an existing check or deposit slip template. From the Maintain
Check/Deposit Slip Styles dialog, click New or Edit.

Enter (or alter) the name in the Style name field (depending on whether you are creating or editing a
check design). In the Description field enter a brief memo that describes the template, for example:

"Personal check for hand filling with 2 signature lines."

For a new template, enter the File name of the new file to create or click the Browse button to open an
existing file. Click the Design button to open the Check Designer which also opens the Check Page
Setup dialogn on top of it.

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Check Page Setup - General Tab

The Check Page Setup dialog box allows you to define what type and style of paper you will be printing
your check on.

From the Check /Deposit Slip Style Setup dialog, click the Design button which will open the Check
Designer with this dialog open on top of it.

1. Select the check paper Style you want the check to print on.
2. If "Custom" is selected in step 1, select the Style type for the document: check or deposit slip.
3. If "Check" is selected in step 2, select the Check type for the document: none, business or
personal.
4. In the Paper Format section select the paper size of the page you will print on.
5. The Units field will allow you to choose how the display rulers in the Check Designer appear,
with inches, millimeters or pixels.
By clicking the Bands tab you can view the size/location of the check/stub sections, and by clicking the
Perforations tab you can view where vertical perforations, if any, will be located. You can only make
changes to these values if "custom" is selected in the Style field.

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Check Page Setup - Bands Tab

The Check Page Setup dialog box allows you to set up what type and style of paper you will be printing
your check on. From the Check Page Setup dialog, click the Bands tab.

By selecting the Bands tab you can view the location and size of each section or band, and whether or
not that band contains a check. If you selected "custom" in the Style field under the General tab you will
be able to edit or add new bands by clicking the Add or Edit buttons.

By clicking the General tab you can select the type of check, and by clicking the Perforations tab you
can view where vertical perforations, if any, will be located.

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Check Page Setup - Perforations Tab

The Check Page Setup dialog box allows you to set up what type and style of paper you will be printing
your check on. While in the Professional Check Designer mode, select Page Setup from the main Check
Designer File menu.

The Perforations tab will allow you to view the location (in inches from the left) of any vertical
perforations (usually found on personal, but not business checks). If you selected "custom" as the Style
under the General tab you will also be able to edit or add new perforations by entering them in one of the
five fields.

By clicking the General tab you can select the check style, and by clicking the Bands tab you can view
the size and location of the different sections of the document.

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Check Designer

Get here by either: Clicking the Tools menu dropdown from top of the main Print Factory window and
then clicking on the Design Check... option or clicking the Express Design button from Step 5 of the
Create/Edit Checkbook wizard.

There are two different versions of the Check Designer, Standard and Professional. The Standard
designer will allow you to change elements such as font style and color on existing check templates, while
the Professional Designer will allow you to create and edit every aspect of the check face and each of its
elements. Please note that this overview describes all of the features in the Professional Check Designer
(which includes all the features available in the Standard version).

A quick way to create a custom check template is to open an existing template that you like and to make
the changes you want and then use the Save As function to save the template under a different name. In
this way you can easily create new templates while preserving the original styles available. If you do this,
be sure to preserve the stock check template by only saving your changes using a different name

Click the blank white icon to create a new check template document or click the folder icon to open an
existing template. You can preview your document at any time as you work by clicking the magnifying
glass and page icon. By clicking the plus and minus magnifying glass icons you can zoom in and out on
the page layout view of your document. You can change the top and side ruler display by selecting Page
Layout from the main Designer File menu and changing the Units setting to inches, millimeters or pixels
(at 96 dpi).

If you are editing an existing template you may edit elements already on the documents face by single
clicking on them. The item will display a bright green bounding box. You may then move it by placing the
mouse back over the item and single clicking and holding down the left mouse button and dragging the

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element to where you would like to place it. You may edit the details about an item by double clicking the
item and opening the Object Properties dialog box (more on Object Properties below). Depending on
the type of item (e.g., text, label, image, etc.) you will be able to edit text, size, location, and other details
of the element or object that you double clicked. For example: by double clicking the 'Payee Address 2'
field as pictured above you would open the Check Data Text Properties dialog box and from there you
could change the size and position of the field for 'Payee Address 2', you could change the background
color, display a border around the field or change the data type of the field. (Remember that items that
appear in brackets are data types that indicate what information the software should insert into that
location on your check and NOT what will actually print. Because the program needs to recognize the
correct data type to place it is recommended that you NOT change the data type on templates that you
edit.)

If you are placing a new item on the page you will use one of the 13 object icons to select the type of
element or object you wish to add to your check template. After clicking the icon for the object or
element you wish to add, simply place your cursor the location on the document where you want the top,
left corner to start and left click, you may also drag the bounding box until you get to the bottom, right
corner where you want the element to stop and then release the mouse button. (After you add each item
the cursor will automatically default back to the standard white selection/arrow cursor. If you wish to
keep the same cursor and add multiple instances of a particular type of object click on the lock icon
before clicking the icon of the object you wish to add.) The objects you may add to your check template
are:
 Label: Add a label to add generic text (e.g., a memo line)
 Line: Add a vertical or horizontal line (e.g., a separator)
 Rectangle: Add a clear or colored rectangle (for example, to add a colored background for a
particular item or area)
 Data Text: Add a text Data Type that will be replaced by the program (e.g., the dollar amount)
 Address Box: Add a field that contains all the Data Types for an address (bank, customer, etc)
 Image: Add an image or logo to your check
 Signature: Add a signature field
 Fractional Routing Number: Place the Fractional Routing Number field on your template
 Split Table: Insert a table to itemize amount(s) on a check
 Check Summary: Add a check stub style check summary for the document
 Check Register Table: Add a standard check register table
 Deposit Slip: Add a standard deposit slip

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Check Label Properties - Position and Size Tab

The Label Properties dialog allows you to edit details of text labels that appear on the check document,
and can be accessed by double clicking any label element or by right clicking a selected label and
selecting Object Properties from the context menu.

The placement and size of the bounding box for a text label can be set with the Position and Size tab of
the Label Properties dialog box. Use the Left and Top fields together to determine where the top,
leftmost corner of the box will appear on the check. The Width and Height values will determine the size
of the bounding box that contains the text. The actual size of the font for the text can be edited under the
Text tab. The Visible on printer determines whether the label will be printed on the check document.

You can add a Border or Background to the label object or edit the Text and its style by using the
respective tabs for each. The Advanced tab will allow you to specify under which conditions the label will
print.

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Check Line Properties - Position and Size Tab

The Check Line Properties dialog box will allow you to change the position, size, and properties of a line
on your document by double clicking the line or right clicking the selected line and choosing Object
Properties from the context menu.

You can edit the exact location and size of the line under the Position and Size tab. The Left field will
determine where the left side of the line starts and the Top field will determine where the top of the line
begins in inches in absolute measure on the page. The Width will determine the line width and the Height
will determine the height of the bounding box The line thickness can be set in the Shape tab. The
Advanced tab will allow you to set when the line will print.

If you don't want a particular line to be visible on the check face you can uncheck the Visible on printer
box.

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Rectangles Properties - Position and Size Tab

The Rectangle Properties dialog allows you to move or edit rectangles you add to the check document
and can be opened by double clicking on the rectangle or by right clicking the rectangle and selecting
Object Properties from the context menu.

You can determine the rectangle location by entering the distance in inches for the left side in the Left
field and the distance in inches from the top in the Top field. You can set the width and height of the
bounding box in the corresponding Width and Height boxes. You can prevent the object from printing
on the face of the check by unchecking the Visible on printer box.

You can edit the Shape and Background of the rectangle in the respective tabs of the Rectangle
Properties dialog box.

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Check Data Text Properties - Position and Size Tab

The Check Data Text Properties can be opened by double clicking any text data on the document or by
right clicking a selected text data item and selecting Object Properties from the context menu.

Data Text is any text in [ ] brackets that will be replaced by the software with text for a specific check
(e.g., the payee name, the check amount, etc.). You can determine the Data Text location by entering
the distance in inches for the left side in the Left field and the distance in inches from the top in the Top
field. You can set the width and height of the field in the corresponding Width and Height boxes. You
can prevent the data text from printing on the face of the check by unchecking the Visible on printer
box.

You can make adjustments to the Border and Background of the data text, as well as change the Data
text type.

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Check Address Box Properties - Position and Size Tab

The Check Address Box Properties dialog allows you to move or edit an address block on the check
document and can be opened by double clicking on the address box or by right clicking the address and
selecting Object Properties from the context menu.

You can determine the address object location by entering the distance in inches for the left side in the
Left field and the distance in inches from the top in the Top field. You can set the width and height of the
bounding box in the corresponding Width and Height boxes. You can prevent the object from printing
on the face of the check by unchecking the Visible on printer box.

You can edit the Border or Background as well as change the Data type in the respective tabs of the
Check Address Box Properties dialog box. The Advanced Tab adjusts line heights and phone number
inclusion.

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Check Image Properties - Position and Size Tab

The Check Image Properties dialog allows you to edit or move an image on the check document and
can be opened by double clicking on the image or by right clicking the image and selecting Object
Properties from the context menu.

You can determine the image location by entering the distance in inches for the left side in the Left field
and the distance in inches from the top in the Top field. You can set the width and height of the bounding
box in the corresponding Width and Height boxes. You can prevent the image from printing on the face
of the check by unchecking the Visible on printer box. To edit details about the image click the Picture
tab.

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Check Signature Properties - Position and Size Tab

The Check Signature Properties dialog allows you to edit or move the signature and can be opened by
double clicking on the signature box or by right clicking the signature and selecting Object Properties
from the context menu.

You can determine the signature object location by entering the distance in inches for the left side in the
Left field and the distance in inches from the top in the Top field. You can set the width and height of the
bounding box in the corresponding Width and Height boxes. You can prevent the object from printing
on the face of the check by unchecking the Visible on printer box.

Click the Border tab to add a Border to the signature object.

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Fractional Routing Number Properties - Position and Size Tab

The Fractional Routing Number Properties dialog box will allow you to set the size, location and style of
the Fractional Routing Number by double clicking the FRN box or right clicking the FRN and selecting
Object Properties from the context menu.

You can determine the routing number location by entering the distance in inches for the left side in the
Left field and the distance in inches from the top in the Top field. You can set the width and height of the
bounding box in the corresponding Width and Height boxes. You can prevent the object from printing
on the face of the check by unchecking the Visible on printer box. You can change the style of the
routing number by clicking the Data tab.

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Check Table Properties - Position and Size Tab

You can edit the size, location and layout of a check table by double clicking the table or by right
clicking the table and selecting Object Properties from the context menu.

You can determine the table location by entering the distance in inches for the left side in the Left field
and the distance in inches from the top in the Top field. You can set the width and height of the table in
the corresponding Width and Height boxes. You can prevent the object from printing on the face of the
check by unchecking the Visible on printer box.

Clicking on the Border, Background, Grid, Header, Cell or Columns tabs will allow you to specify the
corresponding properties.

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Check Table Column Properties

To get here, click the Edit button from the Columns tab of Check Table Properties,
The Column Properties dialog box will allow you to edit the details regarding Check Table Columns.

To remove the column you selected from your table uncheck the Visible box. You can enter the column
width in the Width field or check the Auto size box to have the program size the column automatically.
Leaving the Transparent box checked will not use a fill color in the column's background, if you leave
the box checked you can select the fill color to use by clicking the Color button. The Alignment and
Vertical alignment will determine how the column contents are lined up. You can change the column
name by selecting a different choice in the Field name drop down menu. Select the Title tab to change
the column title.

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Check Register Table Properties

The Check Register Table Properties dialog allows you to edit or move a register table and can be
opened by double clicking on the register table or by right clicking the register and selecting Object
Properties from the context menu.

You can determine the register location by entering the distance in inches for the left side in the Left field
and the distance in inches from the top in the Top field. You can set the width and height of the bounding
box in the corresponding Width and Height boxes. You can prevent the object from printing on the face
of the check by unchecking the Visible on printer box.

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Deposit Slip Properties - Position and Size

You can edit the size, location and layout of the deposit slip by double clicking the deposit slip face or
by right clicking the deposit slip and selecting Object Properties from the context menu.

You can determine the deposit slip location by entering the distance in inches for the left side in the Left
field and the distance in inches from the top in the Top field. You can set the width and height of the
bounding box in the corresponding Width and Height boxes. You can prevent the object from printing
on the face of the check by unchecking the Visible on printer box. You can edit the layout of the deposit
slip by clicking the Options tab.

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Print Job Manager

The Print Job Manager screen allows you to view the list of all existing print jobs as well as creating,
editing, and printing print jobs. To open the Print Job Manager screen click the Print Job Manager icon in
the left-hand navigation panel.

Click the New Job button to create a new print job with the Print Job Settings dialog box. By clicking the
Properties button you can view or edit the currently highlighted print job. The Print button will start the
Print dialog for the highlighted print job and the Preview button will show a preview of the checks to be
printed. The Print Test button will run a wizard that allows you to print a test check, verify the check
alignment, and then make adjustments to the alignment.

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Print Job Settings

The Print Job Settings dialog box allows you to set up new print jobs as well as edit existing jobs. Get
here from the Print Job Manager screen and click on the New button or click the name of an existing
print job and then click the Properties button.

Enter a name for the print job in the Job name field. Use the Bank account drop down menu to select
which account the checks will be printed from. Enter the starting check number in the First check number
to print field and the total number of checks to print in the Number of checks to print field. By checking
the Descending box the checks will print in descending order from the starting number rather than
counting upward.

The Printers section shows you which printers are selected for use in the print job and how many checks
for each to print (or "Auto" if the software should manage print load balancing automatically.) Click the
Add Printer button to open the Printer Settings dialog which will allow you to add printers as well as set
how many checks each printer should print or if the software should auto manage the number for you. By
clicking a printer in the list you can use the Edit button to make adjustments or the Remove button to
clear the printer from the list. The Move Up and Move Down buttons will move the selected printer
higher or lower in the printer list.

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Printer Settings

Get here by clicking the Add Printer button from the Print Job Settings dialog.

The Printer Settings dialog box allows you to select a printer to add to a print job and to set the number
of checks this printer will print or to set the software to automatically decide the number of checks to be
printed by this printer.

Use the Printer drop down list to select an available printer to add to the print job. If the printer you want
is not shown on the list, you must use the Windows™ Printers ?. Then return to this dialog and you will
be able to select the just-added printer so you can add it to this print job.

If the Automatically calculated checkbox is checked, then the software will manage how many checks
are sent to this printer (via load balancing) versus other printers listed for this particular print job.
Unchecking the Automatically calculated checkbox will allow you to use the Number of checks field to
enter the exact number of checks the selected printer should print for this print job.

When using more than one printer for a print job you may set all printers to auto or all printers to
manually assigned numbers, or you may use both by assigning some printers an exact number of checks
while leaving other printers set to the Automatically calculated setting.

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Print Dialog

The Print dialog displays whenever you are about to print filled or blank checks or deposit slips and tells
you how many sheets of which type of paper you will need.

Click the Print button to print the specified print job. Do this only after verifying the alignment of your
checks. Click the Preview button to view what the output will be. Click the The Print Test... button to
to print a test check to assure that the check prints out and lines up correctly. The Printer Setup button
will open the standard Windows™ printer dialog box that allows you to adjust printer properties. You
can also Cancel the print job.

Printing with inkjets and optimization:

When printing American Checkbooks style checks (form 3002) with an inkjet printer some clipping will
occur at the bottom of the page on the second check due to margin limitations. This can be corrected by
checking the Optimize for InkJet print margins check box before printing checks. The optimization will
correct the issue for the templates included with the software, but will not work with modified or
customized templates. There is another workaround for most inkjet printers that will allow the use of
custom templates, etc.

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Print Test Check - Step 1 of 3

The Print Test Check wizard allows you to print a test check and adjust the check alignment as needed.
If there are more than one printer assigned to this print job, a small dialog window is displayed where you
select the printer you will be using to print these test checks.
Select the printer you want to print test checks at (from only printers specified for the current print job)
and click the OK button. You will then see the first screen of this wizard as shown below.

From here you can:

 Click Setup to view the standard Windows™ Print Setup window where you can select a paper
tray, etc..
 Click Preview for an advance view of the test check to catch any obvious errors or omissions.
 Click Print to immediately print a test check so you can verify the layout and alignment of your
checks.
 Click Finish to skip the alignment phase. You will be asked if you want to print a test check or
not and then you exit the wizard.
 Clicking Next will open a Confirmation dialog that asks if you want ot print a test check.
 Unless you have already done so, you should click Yes so that you can use the test check to
verify (and correct if necessary) your check alignment. Then you advance to Step 2 where you
will be able to align the MICR bank line.
 In Step 3 you will be able to align the overall check layout.

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Print Test Check - Step 2 of 3
The Print Test Check Wizard allows you to print a test check and adjust the printout and alignment as
needed.

The second step of the Print Test Check wizard is to align the bank code or MICR line of your check.
First compare the alignment of the MICR encoding on your test check with the 4 examples at the top of
the dialog window to see if any alignment is necessary. If the transit character is not lined up properly,
use the 4 direction-arrow keys to move the lower sample display until it reflects the alignment you see on
your printed check sample (NOT how you want it to appear.)

Click Next to advance to Step 3 where you can align the overall check layout.

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Print Test Check - Step 3 of 3

The Print Test Check Wizard allows you to print a test check and adjust the printout and alignment as
needed. This step begins with a confirmation dialog askin if you want to print a test check. If you have
not already done so, click Yes.

The third step of the Print Test Check Wizard allows you to align the overall face of the check. If the
check alignment does not register closely enough, use the 4 direction-arrow keys to move the check face
to where you want it to print (i.e., click the up arrow to move the check face up.)

You can print a another test check and set up the printer in Step 1 and align the MICR bank line in Step
2.

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My Accounts

The My Accounts screen shows a list of all accounts you have created. The list of accounts is
alphabetized by name and for each account it shows the type of account, its status, whether or not it has
a checkbook, and the account description.

Under the My Accounts header, you may select from the following account management
options.
 New: Create a new account.
 Edit: Edit or update basic details about an existing account
 Edit Check Book: Set up or edit the details about the check book associated with an account.
 Delete: Completely remove an account from your records (you must type "yes" in the pop up
confirmation box in order to permanently remove an account.)
You can also click on the Details tab to view the account details and to add comments to the account.

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Account Details

The details screen available under My Accounts provides a quick overview of the attributes and status
for the selected account you set up with VersaCheck. This will allow you to view basic information about
the account and add comments.

By clicking one of the available icons in the options menu under the My Accounts header you can
manage the account which is currently active in the details view.

From here you can:

 New: Create a new account.
 Edit: Edit or update basic details about an existing account
 Edit Check Book: Set up or edit the details about the check book associated with an account.
 Delete: Completely remove an account from your records (you must type "yes" in the pop up
confirmation box in order to permanently remove an account.)

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Scan a Sample Check
Step 1 of 4

The VersaCheck-EZ-Scan™ wizard allows you to scan a sample of your preprinted check for quick set
up of bank code line and check number information when setting up checkbook information for accounts.
To scan a sample check, go to Step 2 of the Edit Checkbook wizard and click on the Scan Sample
Check button.

Step 1 of the Scan Sample Check wizard allows you to select the scanning device to use or to load a
prescanned sample check image.

To scan a sample check image click the option for I want to scan the sample check from the
following scanner and then use the drop down menu to select your scanner or multifunction device. The
three checkboxes allow you to control how much of the rest of the scanning process you see.
1. Do not show hint: checking this will skip Step 2 that displays the scanning tips.
2. Show scanner preview: checking this box will open your scanner software to make the scan
image and allow you to view/alter the image before it is imported back in to VersaCheck.
3. Show the scanned check image: checking this box will show Step 3 that displays the sample of
the scanned check image as it has been imported into VersaCheck.

To use a prescanned image click the option for I have already scanned the sample check and saved
as image option and click the Browse button to search your files for the image.

Click Next to continue to Step 2 of the Scan Sample Check wizard.

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Scan Sample Check - Step 2 of 4

The VersaCheck-EZ-Scan™ wizard allows you to scan a sample of your preprinted check for quick set
up of bank code line and check number information when setting up checkbook information for
accounts.

Step 2 of the Scan Sample Check wizard provides several useful tips for improving the effectiveness of
the scannng process.

Click Next to continue to Step 3 of the Scan Sample Check wizard or Back to return to Step 1.

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Scan Sample Check - Step 3 of 4

The VersaCheck-EZ-Scan™ wizard allows you to scan a sample of your preprinted check for quick set
up of bank code line and check number information when setting up checkbook information for accounts.

Step 3 of the Scan Sample Check wizard displays a copy of the scanned image and allows you to save
a copy of the scanned check image for your records.

Click the Save Image As... button to save the sample check image for your records.

Click Next to continue to Step 4 of the Scan Sample Check wizard or Back to return to Step 2.

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Scan Sample Check - Step 4 of 4

The VersaCheck-EZ-Scan™ wizard allows you to scan a sample of your preprinted check for quick set
up of bank code line and check number information when setting up checkbook information for
accounts.

Step 4 of the Scan Sample Check wizard allows you to compare the image copy of the bank code line
with what VersaCheck recognized from the sample scan. Please carefully review these two lines to make
sure that all digits and symbols are correct.

If you are having difficulty with the scan not registering properly (for example one or both display lines
are blank in this step) please review the scanning tips in Step 2 of the wizard. Also check to make sure
that the scanning software you are using with your scanner does not crop the check image to closely and
cut off part or all of the bank code line.

If the Recognized bank code line requires that one or more digits be changed you can use the numbers
on your keyboard and the 3 symbols buttons to make corrections as needed.

Click Finish or Back to return to Step 3.

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