Field reference
Cheque Print Template
How to use Cheque Print Template in Banking & Payments: access, working steps, fields, related records and troubleshooting.
Purpose and access
Record receipts, payments and transfers with the correct party, accounts, currency and allocation. Reconcile bank activity with ERP entries. A payment record is not a bank transfer instruction unless a separately configured integration performs that action.
This page is a record page in Finance & Accounting → Banking & Payments. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Bank Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Cheque Print Template from Finance & Accounting → Banking & Payments, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Bank Namebank_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Cheque Sizecheque_size | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Starting position from top edgestarting_position_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Cheque Widthcheque_width | Float Optional | Enter a numeric value using the required unit and precision. |
Cheque Heightcheque_height | Float Optional | Enter a numeric value using the required unit and precision. |
Scanned Chequescanned_cheque | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Is Account Payableis_account_payable | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Distance from top edgeacc_pay_dist_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Distance from left edgeacc_pay_dist_from_left_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Message to showmessage_to_show | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Distance from top edgedate_dist_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Starting location from left edgedate_dist_from_left_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Distance from top edgepayer_name_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Starting location from left edgepayer_name_from_left_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Distance from top edgeamt_in_words_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Starting location from left edgeamt_in_words_from_left_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Width of amount in wordamt_in_word_width | Float Optional | Enter a numeric value using the required unit and precision. |
Line spacing for amount in wordsamt_in_words_line_spacing | Float Optional | Enter a numeric value using the required unit and precision. |
Distance from top edgeamt_in_figures_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Starting location from left edgeamt_in_figures_from_left_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Distance from top edgeacc_no_dist_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Starting location from left edgeacc_no_dist_from_left_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Distance from top edgesignatory_from_top_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Starting location from left edgesignatory_from_left_edge | Float Optional | Enter a numeric value using the required unit and precision. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.