PSA L&P - Checks: How to setup an electronic signature file

How to set up an electronic signature file

Select the option that fits your organizational structure

We use ParishSOFT Accounting under the management of a diocese

We use ParishSOFT Accounting independently

 


 

 

We use ParishSOFT Accounting under the management of a diocese

Your diocese must first turn on the electronic checks feature in Consolidation Manager. To determine if your diocese has already turned this feature on, follow the parish level steps. If you find the Print Check Signature Image option is available to mark, the diocese has already turned on this feature, and you may continue with those instructions. If not, you must contact your diocese so they can take these next steps and then you must follow the parish level instructions.

To turn the feature on at the diocese level, the diocese administrator must do the following: go to Consolidation ManagerOptions. 

Scroll down the page toward the bottom to find a section header for Checks.

  1. Under Checks, mark the box for Enable check signature image.
  2. Once this step has been completed, the church administrator or anyone with administrator privileges may continue to the parish level steps

 

 

At the Parish Level

Step 1: Add the option for your organization.

In the Church Manager tab, select Options. 
electronicsignature.png

  • Then in the Check Signature Image area (toward the bottom of the page) mark the checkbox for 'Print Check Signature Image.'

 

Step 2: Load one image for each checking account for which you plan to use an electronic signature.

To load the image, in Ledgers and Payables go to SetupCheck Layout. 

  1. Select the bank account at the top of the page and then browse for and upload the signature image file at the bottom of the page. 
  2. Use the arrows to move where the signature prints out on the check stock.

 

 

 

 

 

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