How do I set up my Organization settings?

Use Organization to set up the organization’s name and address, default options, and interfaced applications.

In this Topic

How do I set up my Organization settings?
1. Watch a video
1. Changing the organization's contact information
1. Requiring a check number
1. Keeping transaction history
1. Setting up interfaces to Connect applications
  1. Community Development, Court Management, Property Improvements, and Property Tax Collection
  1. General Ledger Interface
  1. Payroll Interface
1. Setting up passwords
1. Tracking fields
1. User-defined fields

Watch a video

Check on Demand Refresher Training (50m43s)

Topic	Time Marker
Required Check Number For batch check entry For single check entry	0m22s 25m36s
Auto-increment Check Number	1m26s
Keep Days of History	01m59s
Interfaces What it does, how it works	03m18s
Passwords	05m16s
Tracking	05m55s
User-defined Fields	05m53s

Updated 19Oct2018

Changing the organization's contact information

The organization's name and contact information is stored in Organization. The application will print this name and address on reports, forms, lists, notices, bills, and so on.

Enter the organization’s information in the following fields:

Primary and secondary name
Address
Telephone, Fax, and Email

Do this...

1. Open Connect Check on Demand > Organization > Organization.

2. Use the fields on the Organization tab to update the organization's contact information.

Contact Information in Organization

3. Click Save (CTRL+S).

The updated contact information is saved.

Updated 22Jan2018

Requiring a check number

When you use Check on Demand, you have the option of entering checks and then printing the checks that you entered as a batch print job or entering a check and printing it immediately afterward. The default setting for printing checks is stored in the Organization table.

Watch a video (1m31s)

If you choose to batch print checks, in other words, you want to enter multiple checks and then print all of the checks at the same time, Connect will

Assign zero (0) as the check number.

If you chose to enter a check and then print it, Connect will

Record the check number that you assign to the check, unless
the check number will auto-increment, and then Connect will use the next available check number in the Check on Demand application.

Do this...

1. Open Connect Check on Demand > Organization > Organization.

2. Click to select the checkbox titled Require a Check Number.

Require a Check Number checkbox in Organization

How do you want to print checks?

I want to enter checks and then print them as a batch. Do not select the checkbox titled Require a Check Number.
I want to enter a check and print it. Select the checkbox titled Require a Check Number and set up the option to auto-increment the check number.

3. To show the next available check number in the Check Number field, click to select the checkbox titled Auto-increment the Check Number.

When this option is selected, Connect will look for the check number with the highest value. It will use that check number as the starting check number.

Auto-increment the Check Number checkbox in Organization

4. Click Save (CTRL+S).

The default setting is saved.

Updated 19Jun2018

Keeping transaction history

Use Keep [ _ ] days of history to determine how long to keep transactions in the database. Users cannot delete transactions before the number of days of history has elapsed.

Watch a video (1m20s)

For example, if Jane wants to save transactions for one year. Jane would enter 365 in the Keep [ _ ] Days of History field. Jane uses 365 because there are 365 days in a year. At the appropriate time, Jane runs Organization > Delete History to remove old transactions from the database.

Note: Deleting history is part of regular upkeep and maintenance of the database. Choosing to keep for excessive period, or forever, may affect system performance.

Do this...

1. Open Connect Check on Demand > Organization > Organization.

2. Use the field titled Keep x Days of History to enter the number of days.

Keep x Days of History in Organization

Do you want to keep transactions?

Yes, I want to keep transactions. Use the Keep [ _ ] Days of History field to enter a number. Example: To keep one year of history, type in 365.
No, allow users to delete transactions right away. Enter 0 (zero) in the Keep [ _ ] Days of History field.

3. Click Save (CTRL+S).

The period to keep history is saved.

Updated 22Jan2018

Setting up interfaces to Connect applications

Configure the Check on Demand application to retrieve account information from an interfaced application or update information to an interfaced application.

Watch a video (1m58s)

Retrieve information from these applications:

Accounts Payable
Accounts Receivable
Animal License
Business License
Cemetery Management
Community Development
Court Management
Payroll
Property Improvements
Property Tax Collection
Utility Management

Update information to this application:

General Ledger

Community Development, Court Management, Property Improvements, and Property Tax Collection

Set up the Check on Demand interface to these Connect applications.

Do this...

1. Open Connect Check on Demand > Organization > Organization.

2. Click the Interfaces tab.

Interfaces tab in Organization

3. Select the tab labeled with the application name.

Application Name tabs in Organization

4. Use the Interface menu to select Caselle 4.x

Interface menu in Organization

5. Click Save (CTRL+S).

The Check on Demand interface to the selected application is set up and saved.

Updated 22Jan2018

General Ledger Interface

Set up the interface to post transactions created in Check on Demand to the Connect General Ledger.

Do this...

1. Open Connect Check on Demand > Organization > Organization.

2. Click the Interfaces tab.

3. Click the General Ledger tab.

General Ledger tab in Organization

4. Use the Interface menu to select Caselle 4.x

Interfaces in General Ledger Interface

5. Use the Void Account field to enter the GL account for recording void checks. amounts from checks that are canceled or deleted before the check is cashed.