Check Register*

Written by Dana Kinsey

Last published at: May 1st, 2019

To export your checks in the form of a check register:

  • Go to Checks
  • Choose the Account from the Choose Account list
  • Select Check Register Export from the left side menu
  • Pick the start date and the end date of checks you would like listed in the Check Register Export boxes
  • Choose the Export button

A new window will open and you will need to select where you wish to save the file on your computer. You may also use the default name or create your own name. The default will appear like this showing the date range: checkregister_1066_2017-06-01_2017-10-01

CommunitySuite software will export your data as a CSV or a Comma Separated Values file that you can open in a spreadsheet. Open the CSV file in your spreadsheet program to see the following items:

  • Check ID # (check_id)
  • Fund (funit_name)
  • Vendor that was Paid (vendor_name)
  • Vendor Address (full_address)
  • Employee who issued the check (employee_name)
  • Check Issued Date (check_date)
  • Check Number (check_num)
  • Memo (if applicable) (memo)
  • Amount of the Check (amount)
  • Transaction ID # (trans_id)
  • If the Check Cleared - Yes or No (cleared)
  • Balance due (balance)
  • Closed (closed)
  • Voucher ID # (voucher_id)