GoFreight enables users to automatically generate check numbers for check payments. Follow the steps below to set up auto-generation of check numbers in the Bank List feature.
Who Can Access the Bank List
By default, only the General Manager and Admin roles have access. Users in other roles can access this feature if approved by an Admin or General Manager. GoFreight support agents can also grant access, with or without modifying the user’s role.
Setting Up and Auto-Generating Check Numbers
(A) Setting Up Check No. Sequence
- Navigate to "Settings" > "Accounting" > "Bank List."
- Select the desired bank, then click on "Settings" > "Check No. Sequence."
- In the pop-up window, select the Office and enter a prefix if necessary.
- Input the Start/Current No. and End No.
- Click “OK” to save your settings.
(B) Auto-Generating Check Numbers
- Go to "Accounting" > "Payment" > "Make Payment."
- Select “Type” as “Check”.
- Choose the desired 'Bank,' which has an automatically generated Check No. set.
- Click on the blue button next to the Check No. column, and the Check No. will be auto-generated by the system based on your bank's settings.
Please note: Once you auto-generate a Check No., it will be assigned and non-reversible. Please confirm your action before proceeding.
Note: GoFreight will only generate the number once. If you do not use it this time, you can record it yourself and input it manually next time.