MIP Ideas Portal

Separate Check/Voucher Templates for Payroll & AP by database

Currently, all check/voucher templates are stored in the Formats folder within MIP Share.  If the templates were stored by database, it would prevent any mistakes in printing to the wrong databases template, would simplify the check printing screen (save .time), and would be more secure (other company check data would not be visible within another database).

  • Thomas Richard
  • Aug 2 2019
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  • Tiffany Divine commented
    17 Dec, 2019 03:18pm

    I agree that this is really needed.  The way it is currently set up with having to select the customer template from the drop down leaves room for the wrong template being used, and then checks going out on the wrong bank accounts.  Sometimes specialists speed through this step and don't realize they forgot to update the template to the current client template.  By only having that specific client's template as an option to chose from will keep these mistakes from happening.  

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  • Lisa Gancel commented
    15 Oct, 2019 06:53pm

    We have multiple databases and have multiple templates for each.  In fact we created one main template and copied and renamed it by the database name.  This way we can easily see in the dropdown list what template by database should be used.

    IE - Payroll Stubs - Comp ABC; Payroll Stubs-Comp CDE, etc. 

    We do this for all of our reports, invoices, etc.  Maybe I'm missing something in the request?

    We have also found that when a change needs to happen, this method has been easy for us to update each template because they are all in one place.

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