Overview
Check information screens give users a focused view of a check and its status. This is useful when the list view is not enough to answer a question.
Where To Find It
Path: Banking > Check Information
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
From check lists or check tasks, users open the check information screen to review party, date, amount, bank, reference, and current status.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Find the check from the relevant check list or center.
- Open the check information view.
- Review the check number, party, amount, bank, and dates.
- Confirm the current status and related transaction context.
- Use the information for follow-up or support communication.
Best Practice
- Use check information before changing check status.
- Match check number and amount carefully.
- Keep follow-up notes clear when exceptions are involved.