Quick Start: Formatting Check Address

Owned by Jeff Ma (Unlicensed)
Oct 24, 2014
2 min read

When printing checks, you want your address to display a certain way.

Step-by-step guide

  1. Go to Administration->Setup->Business Partners->Address Formats
  2. Find an existing template by switching to Find mode (CTRL +F) or add a new template by creating a new Name
  3. This will bring up a window where you can manipulate the address display as you please by click on the appropriate box
    1. The selection to the right show you what you can pull in from the Business Partner, if filled out. You can also add in spaces, if necessary 
    2. The individual blocks is the orientation of that information on the check
    3. You can preview how the address will display on the check below the boxes
  4. Bring up a Business Partner in Business Partners->Business Partner Master Data
  5. Switch to the Address tab and select the default Pay To address
  6. You can enter all the information to be pulled in here (Please see Note below)
  7. Save all changes

You checks should display in the format you created now.

Note: We have renamed titles in the Business Partner, therefore it should not conform with what you see in the Address Formats - Setup window. To see the original name that will correlate with the setup window, hold down CTRL and double click on the title. For example, hold down CTRL and double click on Address Line 1 will bring up a new window that tells you the original name was Street / PO Box, which is what you see in the Address Formats - Setup window.

For an in-depth tutorial about banking and payments please refer to Training 401 - Accounting

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