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Creating and Organizing Cheque Stages

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If you're dealing with a large number of clients and suppliers, and receiving multiple cheques daily that need to be tracked—such as incoming cheques for collection or outgoing cheques for payment—without a well-organized system, some cheques may get lost or deadlines may be missed.

Therefore, you need to create cheque stages.

1. Creating Cheque Stages

  • Go to the Accounting Module.
  • Select "Cheque Stages".
  • Click on "➕".
  • Enter the "Stage Name".
  • Enable "Bank is Required" (if the stage involves cheque settlement).
  • Add the number of days for the reminder after completion, under "Reminder After (Days)".
  • Click "Save".
1. Creating Cheque Stages — Click "Save".

2. Organizing Cheques into Different Stages

  • Go to the Accounting Module.
  • Select "Cheque Management".
  • Choose the cheque(s) to transfer by selecting the checkbox "☐."
  • Click the transfer icon "icon".
  • Select the stage from the dropdown list.
  • Click "Save".
2. Organizing Cheques into Different Stages — Click "Save".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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