Checks - Control Printing Order
I haven't yet been able to determine what order checks print selected bills in, and they seemingly change their sort order if you select them to print again. Is there a way to control the order they print in to come out alphabetically by payee, so that we can more efficiently match them up to the letters they need mailed out with? Or, have a way to select how you want them sorted (i.e. by payee, memo, etc.) on the Pay by Check screen when printing multiple bills?
Jeff Cook
shared this idea
✨ Thanks for the thoughtful feedback on the check printing order. We understand that when checks print in an unpredictable sequence, it makes it harder to match with backup documentation and to reissue in a consistent order if needed. We’re tracking requests here for the ability to sort (for example, by payee) and to keep the order predictable and repeatable across print runs. This idea is open for community support (Gaining Support)so others can add votes and any details to help us gauge impact.
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Philena Trenholm
commented
I agree with the commenters here, it is a pretty major oversight to not have the ability to sort cheques alphabetically in any payable system . This results in many wasted labour hours in the long run.
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Randy Brown
commented
It is critical that A/P check numbers default to alphabetical order by payee. Having an option to choose sort order would also work. Having a large stack of checks printed in random order wastes a lot of time when matching the checks to their supporting documents.
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Donielle Van Gieson
commented
Need to be able to sort the bills that have been selected for paper check payments in the Bills > Make payment > Pay by Check screen. When importing the bills in with the same date in a certain order they upload in that order but when going to the pay screen to apply the check numbers they go into a random order which can't be sorted. Even if it was alphabetical or anything I can make the upload match the sorting the system does but it is completely random.
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Michelle Orlowski
commented
A/P checks should have the option, or better yet default to, alphabetical order. Businesses that I have worked with normally have back up that is attached to the checks. One, so that the check signer has confirmation as to what they are signing. Two, so that the backup can be attached and filed with the check stub for future reference. This checks should be able to print in the same order as the backup, and alphabetically is very common. When the checks print in no discernable order, it takes additional time to go thru the checks to find the correct backup. A small check run of a few checks can add minutes to the task, so businesses with larger quantities of checks would add quite a bit of time to this task.
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Gregory Yorke
commented
Following up … any process where checks are printed in an unpredictable, unrepeatable order can not by definition have an "expected behavior."
A normal user expects that, if they void checks and delete the check numbers and repeat the selection process step-by-step, then the new checks will be numbered exactly the same as the initial, voided batch. -
Gregory Yorke
commented
Xero support states that this order is random -- it is not even repeatable if you select n checks, save (number) them, void those checks, and try to create the checks again. The check numbers will be in a different order. They should have a logical order, like the sort used on the bills screen they were selected from, or always in vendor alphabetical order. That way if there is a problem (and right now I have 3000 checks worth of problem) you can always reissue checks in a predictable order.