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Check

This page covers the check flow. Use it when the business issues a check from a bank account.

Before you start

  • Confirm the bank account is ready.
  • Confirm the payee details are correct.
  • Confirm the user can post bank transactions.

What to capture

  • Check number
  • Issue date
  • Payee
  • Amount
  • Bank account
  • Memo
  • Approval state

Example

The accounting team prints a check for a supplier. Bizak records the check so the payment can be tracked later in bank reports.