Adagio Support Tip Of The Month: Storing Digital Copies of Cheques

Nov 12, 2018

Question: We would like to have a digital copy of each cheque saved during the print process. We don’t currently have DocStore, but it seems that it can accomplish this. However, do we really need it to do this?

Answer: A standard 8.5 x 11 laser cheque includes a mini advice and cheque for the user to keep as their physical copy. There are many examples in the sample data.

You could print the additional form to a PDF file without DocStore but this is a lot of manual work as you have to name each file (advice) as they are being printed.

If your only purpose is to capture PDF copies of cheques, then PrintBoss is much cheaper than DocStore. However, DocStore would do so much more than just capture a copy of the cheque. For example, DocStore automatically attaches all the paid invoices to the cheque image when the PDFs are available.

DocStore attaches PDFs to transactions or master files (Customers, Vendors, Banks or General Ledger accounts), and forces all reports to PDF prior to printing. It automatically files and catalogs all accounting reports and documents, allows document access without requiring accounting system access, and quickly pays for itself in paper and filing expenses saved.

This tip was inspired by a posting on the Softrak Technical Support Forum, where registered Adagio Accounting users can post questions to get answered by Softrak, members of the Adagio Consultant community, and fellow Adagio Accounting users. Be sure to check it out!