View a Cheque Book
The cheque book page shows the book’s details, the number of its cheques in each status, its list of cheques, and the activity log. From this page, you can issue a new cheque, or edit, disable, or delete the book.
Table of Contents
Cheque Books List
| Item | Description |
|---|---|
| Search and filters | Cheque Book Number, Bank Name, Status, and Used Cheques: finished (all of its cheques are used) or not finished. |
| Columns | Cheque Book Number, Bank Name, Used Cheques, Status. |
| Sorting | Code, or creation date. |
Cheque Book Page Buttons
| Button | Function | Appears when |
|---|---|---|
| Issue Cheque | Issues a cheque from the book, and the book is selected automatically. | The book is active and has unused cheques. |
| Edit | Edits the status and notes. | You have permission to edit and delete. |
| Delete | Deletes the book. | You have permission to edit and delete, and deletion succeeds only if all of its cheques are issued. |
| Disable / Activate | Stops issuing from the book or resumes it. | Depends on the book’s status. |
| Arrows | Go to the previous or next book. | Always. |
Details Tab
The Checkbook Information section includes the Bank Name, Checkbook Number, Checkbook Currency, Notes, and Used Cheques.
Used Cheques shows the number of cheques in each status (Issued, Delivered, Collected, Rejected, Canceled). Each number is a link that opens the list of cheques from the checkbook with that status.
Paid Cheques Tab
This tab shows the checkbook’s cheques, and its title shows the number used out of the total, such as Paid Cheques (12/50). From here, you can open any cheque to change its status or edit it.
Activity Log Tab
This tab shows the actions performed on the checkbook, such as adding, editing, and deactivating.
Frequently Asked Questions
How do I find out how many cheques are left in the checkbook?
Check the title of the Paid Cheques tab (used/total).
Why doesn’t the Issue Cheque button appear?
This happens because the checkbook is inactive, or all of its cheques have been used.
How do I view only the delivered cheques from the checkbook?
Click the Delivered number in Used Cheques.