Create and Use Custom Check Templates

TAM holds all custom check files in the \TAM\SAV\CHECKPRT folder of your TAM data volume. All files must have the SAV (all capital letters) extension. Creating new files or changing existing files automatically saves those files to this folder.

Create Templates

  1. At Home Base, click Accounting.
  2. Click Disbursements or Vouchers. ( Check printing can be accessed from either location.)
  3. Click Print Checks .
  4. Select the Cash Journal.
  5. Click the Customize Check Format tab.
  6. Make a copy of your current template:
    1. Select the Save As tool on the toolbar.
    2. Enter a file name to save. It automatically saves with an SAV extension.
  7. Alter the template to create your new layout. See the Custom Check Format Builder document for more information.
  8. Save the new template:
    1. Click Save As on the toolbar.
    2. Enter a file name and click Save. It automatically saves with an SAV extension.

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