Cheque Books in Re-Leased allow you to manage physical cheque payments from your Client/Trust Account. You can add, edit, cancel, and archive cheque books from Settings.
Self-guided demos:
Settings for Trust Accounts (Section 9)
Settings for Client Accounts (EMEA)
Accessing Cheque Books
Navigate to Settings > Accounting > Cheque Books.
From the Cheque Books list you can: add a new book, view and cancel individual cheques by clicking a book's name, and switch between completed, cancelled, and archived tabs.
Adding a New Cheque Book
Click Record New Cheque Book.
Enter a name for the book.
Select the associated Client/Trust Account.
Enter the first and last cheque numbers to define the range.
Editing a Cheque Book
Click Edit Cheque Book.
Adjust the name or cheque number range.
Note: Use caution when changing the next cheque number. It is generally recommended to cancel rather than skip cheques to maintain clear records.
Cancelling a Cheque
Click the cheque book name to view individual cheques.
Click Cancel Cheque next to the cheque amount.
Cancelling reverses the associated payment and cannot be undone. Cancelled cheques display in red and cannot be cancelled again.
Cancelling an Entire Cheque Book
Click Cancel Cheque Book and provide a reason.
All remaining unused cheques are marked as cancelled. This action is irreversible.
Archiving a Cheque Book
Archive only if no cheques have been issued, or all have been cancelled, and the book was created in error.
In Asia-Pacific, "Trust Account" is standard; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.