Configuring Default Check Formats

Use the Print Service Check Maintenance form to configure the default check formats. For example, you can select letter or legal size paper options and where the stub appears, adjust margins, and align fields. This form contains the following panels:

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Margin Adjustments

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MICR Line Adjustments

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Special Font Adjustments

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Check Stub Adjustments

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Check Window Adjustments

Note: This form does not use Client Access Group security.

To access the form, click Back Office. Under System|Change, click Print Service Check Maintenance.

To set up the Print Service Check Maintenance:

Complete the following:

Field Name

Description

Check Name

Enter the record name to reference this query. To look up and edit an existing record click the Check Name link and select one from the Select Check Reports dialog box.

mvQuery Query Name

Enter the name of the Query using mvQuery. Select the appropriate option from the drop-down.

Default Report Form

This field is optional. Enter the default report form name to use from the mvQuery Query. Select the appropriate option from the drop-down.

Report Class

This field is optional. Enter a single letter to designate the class of the report.

Report Title

This field is optional. Enter a descriptive title to be displayed on the web.

Control Tag

This is system generated. It is a text tag to identify the report for the web.

Sequence Number

This is system generated. This is an accumulator used to assign an ID to PDF files for the web.

Query Version

This is system generated. It is the version of the query used by the print server.

mvQuery Custom Check Report?

Indicate if this is an mvQuery report record used to print checks. Select one of the following options from the drop-down:

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No (default)

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Yes

Dictionary

It is the dictionary that is used to build the query.

Workfile

The workfile is a temporary file used to generate the report.

Margin Adjustments

Note:

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This option will only work if mvQuery Custom Check Report field above is set to Yes.

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This Margin Adjustment option is a CUSTOM change that must be made in the mvQuery check format using the Standard Edition.

Field Name

Description

Top Margin

This field is optional. Enter a number between 0 to 30 to indicate the number of blank lines to be added as part of the Top Margin on mvQuery checks.

Middle Margin

This field is optional. Enter a number between 0 to 30 to indicate the number of blank lines needed to position the second section of mvQuery checks. (The default value is 3.)

Bottom Margin

This field is optional. Enter a number between 0 to 30 to indicate the number of blank lines to be added as part of the Bottom Margin on mvQuery checks. (Default value is 0. Only use with third section on check.)

Test Margins?

This is an optional field. You can set this flag to true when TESTING margins. You will see the number of lines and margin used when printing between each section. Select one of the following options from the drop-down:

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No (default)

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Yes

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Click Clear Margins Values to clear the values from all fields in this section.

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Click Reset Margins to Default to set the default value for all the fields in this section.

MICR Line Adjustments

Note:

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This option will only work if mvQuery Custom Check Report field above is set to Yes.

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The adjustment of MICR Line will only be built from the current check record.

Field Name	Description
MICR Print Line	This is an optional field. Enter the line within the MICR print area to position the MICR. (Valid adjustment range is between 1 to 5. Default value is 3. Enter zero if no adjustment is required.)
MICR Indent	This is an optional field. Enter the value for the number of spaces to indent the entire MICR line from the left. (Valid indent range is between 0 to 30. Enter zero if no MICR indent is required.)
Transit Number Indent	This is an optional field. Enter the number of spaces to indent the Transit Routing Number of the MICR from the MICR indent. (Valid indent range is between 0 to 30. Enter zero if no Transit Number indent is required.)
Account Number Indent	This is an optional field. Enter the number of spaces to indent the Bank Account Number of the MICR from the MICR indent. (Valid indent range is between 0 to 30. Enter zero if no Bank Account Number indent is required.)

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Click Clear MICR Values to clear the values from all fields in this section.

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Click Reset MICR to Default to set the default value for all the fields in this section.

Special Font Adjustments

Note:

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This option will only work if mvQuery Custom Check Report field above is set to Yes.

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For a standard system check record, this Check Window Adjustment option is a custom change that must be made in the mvQuery check format using Standard Edition.

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The fonts used must be loaded on your Print Server Edition (PSE).

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Security Fonts are only used in forms containing the word "Security" unless customized.

Field Name	Description
Default Payee Font	This is an optional field. Select the font size for the Payee section on the check form. (Default value is Arial 9pt.) Note: Increased font size will affect window size adjustments.
Default Micr Font	This is an optional field. Enter the code from the table of the MICR font to use on checks. Valid range is between 1 and 7. (Default value is 1.)
Default Security Font	This is an optional field. Enter the code from table of the security font to use on checks. Valid range is between 1 and 6. (Default value is 1.)
MEMO Font Size	This is an optional field. Enter a number between 8 and 12 for the font size to display Memo field comments on customized fonts. Valid range is between 7 and 12. (Default value is 7.)

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Click Clear Font Values to clear the values from all fields in this section.

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Click Reset Fonts to Default to set the default value for all the fields in this section.

Check Stub Adjustments

Note:

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This option will only work if mvQuery Custom Check Report field above is set to Yes.

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This check STUB adjustment option is intended for custom checks where either sizes of sections of the check have been changed or omitted.

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The adjustment for the check stub sections will only be built from the current check record.

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To use the system default for any section enter zero.

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If a section has been omitted from your custom check, enter 100.

Field Name	Description
Current Earnings Detail Section	This is an optional field. Enter the number of lines to display on each check stub for the Current Earnings Detail section. (Valid range is between 0 and 100, Default value is 10. Zero means use the current default value.)
Deduction & Taxes Section	This is an optional field. Enter the number of lines to display on each check stub for the Deduction & Taxes section. (Valid range is between 0 and 100, Default value is 22. Zero means use the current default value.)
Direct Deposit Section	This is an optional field. Enter the number of lines to display on each check stub for the Direct Deposit section. (Valid range is between 0 and 100, Default value is 10. Zero means use the current default value.)
YTD Earnings Section	This is an optional field. Enter the number of lines to display on each check stub for the YTD Earnings section. (Valid range is between 0 and 100, Default value is 10. Zero means use the current default value.)
Paid Time Off Section	This is an optional field. Enter the number of lines to display on each check stub for the Paid Time Off section. (Valid range is between 0 and 100, Default value is 10. Zero means use the current default value.)
Employer Contributions Section	This is an optional field. Enter the number of lines to display on each check stub for the Employer Contributions section. (Valid range is between 0 and 100. Default value is 10. Zero indicates to use the current default value.)
Deduction Description Length	This is an optional field. Enter a description consisting of letters or numbers up to 15 characters. (You should test this description since it can effect how the data displays.)
Third-Party Payment Section	This is an optional field. Enter a number between 0 and 60 for the maximum number of lines to appear in the Third-Party Payment section. (Default value is 40.)
Void After _ Days Placement	This is an optional field. Enter a number between 1 and 3 to indicate the number of lines to move the "Void After <xx> Days" line up or down from its original position on the check. (Default value is 3.)

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Click Clear STUB Values to clear the values from all fields in this section.

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Click Reset STUB Value to Default to set the default value for all the fields in this section.

Check Window Adjustments

Note:

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For a standard system check record, this Check Window Adjustment option is a custom change that must be made in the mvQuery check format using Standard Edition.

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The adjustment for the Check Window Address lines will only be built from the current check record.

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This option will only work if mvQuery Custom Check Report field above is set to Yes.

Field Name	Description
Address Window Line	This is an optional field. This is the line within the Check Window Address print area to position the first address line. (Valid range is between 1 to 5. Default value is 2. A zero is considered no adjustment needed.)
Address Window Indent	This is an optional field. Enter the value for the number of spaces to indent the check window address lines from the left. (Valid range is between 0 to 10. Default value is 5. A zero is considered no indent needed.)

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Click Clear Window Values to clear the values from all fields in this section.

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Click Reset Window Value to Default to set the default value for all the fields in this section.

Click Save to either save the form for the client or save the changes made to an existing Check Name. Upon saving, the form is cleared.

Click Delete to delete an existing Check Name any time.

Note: A standard system check record cannot be deleted.

Click Cancel to clear this form at any time.