Open Forum

Expand all | Collapse all

Summary Check Stubs

  • 1.  Summary Check Stubs

    Posted 19 days ago
    I am using the stub/check/stub checking printing.  The problem is when I have more than 9 invoices that I am paying with a single check, there is not enough space on the stubs and the printing format on the checks and stubs prints out on multiple pages.  Is there any way I can get the stub to read "See Attached" and have the invoices I am paying print out on a separate sheet of paper?

    ------------------------------
    Joe Weir
    Heron Point Seafood
    Newmarket NH
    ------------------------------


  • 2.  RE: Summary Check Stubs

    TOP CONTRIBUTOR
    Posted 18 days ago
    Joe,

    I am not sure if you can do this as I'm not a developer, but from a process standpoint is there a reason why you keep a stub internally? All the information is available in NAV at any point. My suggestion would be to change to a check/stub/stub format where both stubs are sent out with the check. You may still have checks end up using more than one check, but it would greatly reduce the number of times that would happen.

    Just a thought. Good luck!

    ------------------------------
    Amanda Mayer
    New View Strategies
    Milwaukee WI
    ------------------------------



  • 3.  RE: Summary Check Stubs

    TOP CONTRIBUTOR
    Posted 18 days ago
    Hi Joe,

    This would require a customization.

    We use a similar stub\stub\check format on blank check stock, and like you, got tired of wasting multiple expensive blank check sheets (as well as multiple voided check numbers for each of the additional sheets!). We sometimes pay hundreds of invoices on just one check.

    We recently had a developer code a customization that prints separate "stub" sheets (from a different printer tray filled with plain paper) whenever there are more items than can fit on the normal check stub. A "See Attached" note prints on the stubs instead.

    I would expect your partner has already encountered this issue. Talk to them.

    Regards,

    Brian

    ------------------------------
    Brian Bates
    Chair, NAVUG Southern California Chapter
    IT and Finance Project Manager, Power Plus!
    ANAHEIM CA
    ------------------------------



  • 4.  RE: Summary Check Stubs

    TOP CONTRIBUTOR
    Posted 18 days ago
    Open Door Technology has a solution called Advanced AP for Dynamics NAV. I have deployed a couple of times. Features include:

    1. Process one time payments without additional setup with miscellaneous vendors.
    2. Use Automated Check Signatures to save time on signature processing for low value checks.
    3. Print plain paper check remittance to a separate printer
    4. Choose your own check format to print including Check-Stub-Stub, Stub-Check-Stub, and Stub-Stub-Check.
    5. Print checks from posted invoices using vendor's name and address information.
    6. Print on blank check stock with bundled MICR font
    You can find more information here:
    Advanced AP for Dynamics NAV makes your life easier
    Open Door Technology remove preview
    Advanced AP for Dynamics NAV makes your life easier
    Advanced AP is designed to make life easier for the Payables department. Originally created for companies looking to print checks in a check-stub-stub format as well as setup miscellaneous vendors to process one-time payments and has been carried forward to each version of NAV due to popular demand.
    View this on Open Door Technology >


    ------------------------------
    Cynthia Priebe MCP, DCP
    Senior Analyst and Project Manager
    Liberty Grove Software

    Join us at User Group Focus in Houston, March 13-14, 2019.

    Woo-hoo! There is a track for Business Analysts this year.

    Join me and my co-panelists and presenters at the following sessions:
    BAN75 - Ask the Analysts
    CFO90 - Ack! My A/P Person Just Left, What Do I Do Now?

    Not for you, check out the other great content at https://www.ugfocus.com/focus/locations/houston/houston2
    ------------------------------



  • 5.  RE: Summary Check Stubs

    GOLD CONTRIBUTOR
    Posted 17 days ago
    ​I second Cynthia.  We have used it at several customers and have been very happy.

    ------------------------------
    Ryan Ketterling
    Business Automation Specialists of MN, Inc.
    Minneapolis MN
    ------------------------------



  • 6.  RE: Summary Check Stubs

    SILVER CONTRIBUTOR
    Posted 16 days ago
    We moved all these big payments to ACH - problem solved, no more wasted check stock.

    ------------------------------
    Liz McQuiston
    Corporate Controller
    Superior Walls of America
    New Holland PA
    Running NAV 2016
    ------------------------------



  • 7.  RE: Summary Check Stubs

    SILVER CONTRIBUTOR
    Posted 17 days ago
    These are all great options.  From a financial perspective, in my experience implementing one of these solutions (purchasing and deploying an add-on solution or customizing the standard process to print on a separate stub) ends up costing way more than it is worth.  What is the annual cost of the additional check stock you may use today vs. your investment in this improvement?  Likely not positive.  If you have a few vendors that really are the primary culprits, perhaps implement electronic banking for these vendors instead (Note: what level of electronic banking functionality is available to you with the standard product depends on what version of NAV you are running)

    ------------------------------
    Ken Sebahar
    Vice President - Operations
    Solution Systems, Inc.
    Rolling Meadows IL
    ------------------------------



  • 8.  RE: Summary Check Stubs

    TOP CONTRIBUTOR
    Posted 17 days ago
    @Ken Sebahar agree a true cost vs. value comparison is warranted​ for something like this and many times the cost cannot be justified.

    However, I often find that a solution designed to address one voiced challenge may also offer functionality to address others unspoken. Because of this, I recommend looking at what's out there before considering a customization. Worst case, you have wasted a bit of time investigating something not worth doing. Alternatively, you may solve the problem at hand as well as improve utilization and effectiveness of your system in other areas as a side benefit.


    ------------------------------
    Cynthia Priebe MCP, DCP
    Senior Analyst and Project Manager
    Liberty Grove Software

    Join us at User Group Focus in Houston, March 13-14, 2019.

    Woo-hoo! There is a track for Business Analysts this year.

    Join me and my co-panelists and presenters at the following sessions:
    BAN75 - Ask the Analysts
    CFO90 - Ack! My A/P Person Just Left, What Do I Do Now?

    Not for you, check out the other great content at https://www.ugfocus.com/focus/locations/houston/houston2
    ------------------------------