How do I set up check endorsement?

Workspaces

After you install the Check Endorsement module, follow these steps to set up the Check Endorsement options. Check Endorsement details are set up on each workspace. You can set up the Check Endorsement options differently at each workspace.

Before you get started

Purchase and install the Check Endorsement module.

Setting up check endorsement at a workspace

1. Open Connect Cash Receipting > Organization > Workspace.

2. Use the Look Up bar to enter a workspace name. Press Enter.

3. Click to select the Check Endorsement tab.

4. Click to select the checkbox titled Activate Check Endorsement.

5. Fill in the remaining fields on the Check Endorsement form.

6. Click Save (CTRL+S).

The workspace can use a printer to print check endorsement text.