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Guest
#1 Posted : Monday, November 2, 2015 2:36:24 PM(UTC)
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Guest

Rank: Guest

Groups: Registered
Joined: 9/27/2013(UTC)
Posts: 923
Location: US

I'm using the check draft software. My customers have a signed agreement for monthly reoccurring check drafts for the monthly dues. How do I make the drafts update the date of the month on the draft? So I don't have to manually change it on every customer every month

David
Tammie
#2 Posted : Tuesday, November 3, 2015 10:58:33 AM(UTC)
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Tammie

Rank: Administration

Groups: Administrators
Joined: 3/18/2014(UTC)
Posts: 466

Thank you for using ezCheckDraft. Here are two options:

1. Use DUPLICATE check feature
You can select a check from check list, then click the DUPLICATE button to duplicate it. The default date for new check is TODAY.

2. If you have hundreds of recurring checks to process, it will be easier to use IMPORT feature.
- You can export your checks to .csv file.
- delete non recurring checks from the list
- import checks from .csv file. If you do not import check date, ezCheckDraft will use TODAY.

You can decide which option works better for you.

Thank you.
Tammie
Small business payroll & tax software solution
http://www.halfpricesoft.com
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