Check Center Guide

A practical guide to the check-control hub used for daily banking and check follow-up.

Banking Check Control End-User Guide

Overview

Check Center is the starting point for teams that manage checks regularly. It brings the main check tasks together so users can move quickly between incoming checks, issued checks, follow-up work, and exception handling.

Helpful note: Use this guide together with the broader Checks Management guide when your company relies heavily on post-dated checks or detailed check tracking.

Where To Find It

Path: Banking > Check Center

How to use Check Center in QBM to review the main check activities, move quickly to the right check task, and manage received, paid, voided, and bounced checks.

How It Works

The screen works like a navigation hub. Users open the center, choose the check activity they need, then continue into the specific list or transaction screen for review, action, or follow-up.

Main Areas

Area What It Means When To Use It
Incoming check tasks Gives access to checks received from customers and related follow-up. Use it when reviewing deposits, pending checks, or bounced customer checks.
Outgoing check tasks Gives access to issued and printed checks and their status. Use it when reviewing supplier payments, printed checks, or voided checks.
Exception handling Supports tasks such as bounced checks or other special check situations. Use it when a check does not clear normally and the transaction needs follow-up.

Recommended Workflow

  1. Open Check Center and decide whether the task is for an incoming check or an outgoing check.
  2. Select the relevant check list or action from the center.
  3. Review the check details, dates, references, and current status.
  4. Take the required follow-up action such as deposit, print review, void review, or bounce handling.
  5. Return to Check Center when you need to switch to a different check task.

Best Practice

  • Use Check Center as the starting point instead of opening many separate check screens from memory.
  • Review bounced and voided checks promptly so balances stay accurate.
  • Make sure references and check numbers are entered clearly for traceability.