Setting Up Temporary Checks

Related Topics

The Member Temporary Check Print Settings window lets you define the credit union information, customized message and logo that should appear on member temporary checks. To access the Member Temporary Check Print Settings window, click Products/Services within the Administration menu on the Portico Explorer Bar. On the Products/Services menu bar, click Print, then click Member Temporary Checks.

Member Temporary Check Print Settings

How do I? and Field Help

Complete the following steps to define the member temporary check print settings:

  1. From the Print Servers drop-down list, select the print server.
  2. Select the printer where the temporary checks will be printed from the Printers drop-down list.
  3. In the Credit Union Information Name field, enter the name of the credit union that should appear on the temporary check. (Length: 50 alphanumeric) If a logo is printed on the check, then in most cases the credit union name is not entered.
  4. In the Credit Union Information Address fields, enter the credit union address that should appear on the temporary check. (Length: 50 alphanumeric per line)
  5. Enter your credit union MICR routing number in the Route Number field.
  6. In the Fractional Route Number field, enter the credit union fractional route number, if applicable.
  7. In the Logo group box, click Browse to select the credit union logo that should appear on the temporary checks.
  8. Click Save to save your changes.

Select the Delete Credit Union Logo check box to remove the credit union logo from the check.

Click Cancel to disregard your changes.

The following permissions and security groups support access to the Member Temporary Check Print Settings window.

Permissions Security Groups

Print - Print - Member Temporary Checks - Menu Option

Portico - Customization - Administrator

Portico - Customization - View Only

Print - Administrator

Print - Print - Member Temporary Checks - View Only

Portico - Customization - Administrator

Portico - Customization - View Only

Print - Administrator

Print - Print - Member Temporary Checks - Maintain

Portico - Customization - Administrator

Print - Administrator