13 Sep 2016

Instantly Glam Up Your Checks in CaseLink² and CaseLink Web

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BMS allows you to get in touch with your inner rock star and administer your cases in style. Keep your cool with an all-new feature in CaseLink² and CaseLink Web that allows you to set up a customized check description to automatically print onto checks whenever you post checks from a distribution.

Setting Up a Custom Check Description

To use this fab feature, go to the Post Checks screen (accessed when you are posting checks from a distribution).  At the bottom of the screen there is a check description field that you can customize and save as a default setting for a case set, as shown below.

Each case set requires its own custom default setting. If you work in multiple case sets, you will need to set up the custom check description for each case set individually.

*Note: You must set up your custom check description with the first distribution you run after the August 2016 software release; otherwise, the checks will print with the default check description, as shown below.

post-checks-test-03-bottom-section-red

The default check description is shown in the check description box
on the bottom half of the Post Checks screen.

 

To create a customized check description, you can either edit the built-in default check description, or delete it and start over. If you want to restore the built-in default check description, click on the “Restore to system default” link.

distributions-check-discription-restore-default

Click the “Restore to System Default” link to recover the built-in default check description

To create or edit the check description, click on the data fields that you want to include on the right-hand side of the screen. As you click on each field, it will appear in the check description box on the left, while the raw data represented by the data field will appear under “Sample” just below.

post-checks-test-03-customized

A customized check description in progress:
the data fields have been added but the description and spacing still need to be typed in.

Please note that inserting data fields will only produce the data for those fields, so you will need to type into the box the description of the data (see example in the screenshot below). When you are done, click outside the box and the “Sample” will update and show you how the check description will appear when printed.

When you are satisfied with the description you have set up, check the “Save as default” box.

post-checks-test-03-customized

Check the “Save as Default” button when you have finished setting up your customized check description.

 

The next time you post checks from the same case set, your customized check description will load automatically in the Post Checks screen and print onto the checks.

Rock on!

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