Generating a Detailed Attachment*

Written by Dana Kinsey

Last published at: May 1st, 2019

To create a detailed attachment or a detailed list of items paid by a check, follow these steps;

  • From the Home page, go to Checks
  • Pick the Account that has the check you are looking for
  • Under the CheckID column, select the Check ID of the check
  • Choose Detailed Attachment from the left menu

A new window will open up with a PDF list of the items being paid by that check, eg. students at a university, monthly bills paid on a quarterly basis, etc.

  • Select print in the upper right corner or download and you can attach the detailed list to an email or electronic correspondence.