Setup
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      How do I get started with AssurePay Check?

      This AssurePay Check online manual is your comprehensive guide to getting started with the check printing platform. With visual snippets and bulleted lists, you can start scaling up your check printing in no time.

       

       

      AssurePay Check User Manual

      Menu

      Batch Headers 

      Displays all batches that are imported with Import File or Manual Checks functions.

       

      • View Details allows you to see details of each check within the batch.
        • The Batch Details screen is like the Batch Headers screen but with options to Preview a check and Change Printer to send checks to another printer that’s not the default.
      • Request Authorization, if configured, enables users to submit checks to be approved for printing.
      • Audit Report will create a pdf that can be printed or saved.
      • Print will print whichever batches have been selected.
      • Archive saves the File Name of the selected batch to prevent it from being imported a 2nd
      • Delete will remove the selected batch from the Batch Headers list.
      • Refresh will search for any new imported batches.

      Printing Checks

      Click on the batch import to be printed. From here you can select View Details to view individual checks or Print to print the entire batch. Clicking View Details opens the Batch Details page and here you have the same options but can use Change Printer to print to a different printer or print checks individually. 

      Approve Checks

      When users Request Authorization for a check or batch, this is where an Approver will go to approve those requests 

       

      Import File

      Used to import data to create batches within Batch Headers.



      1. Use the drop-down under Import Profile to select which account is going to be used.
      2. Click browse to locate the data file containing check and remittance data.
      3. Click Import when finished 

       

      Manual Checks

      Create checks without using an Import File.

       

      1. Select an account from the drop-down menu and click Create. 

       

       

       2. Enter the required fields and other information as needed. Clicking Save will create the check and clear all fields while Save & Duplicate creates the check but retains the data in all fields.

       

       

       

      Generate Checks  - Creates a test or blank checks for accounts.

      Reports - Provides options for running different reports. Audit Reports are run from the Batch Header menu.

      Help & Support - Information for contacting TROY Support and downloads for the Print Client Application.

       

      Configuration

       

      Addresses

      Used to add addresses for banks, companies, etc.

       

      1. Click on green New Address button

       

       

      2.  Fill out the form. The address name box is only used to identify the entry in the system. It will not appear on the final product. How you enter info on each line will determine how it appears when selecting Address Line 1, 2, 3 etc. later in the Print Template.

       

       

      Authorization Groups

      Used for creating groups that will allow users to approve checks.

       

      1. Select New Group 

       

       

      2. Fill out Display Name and Description and click Save when finished.

       

       

      3. Once the Group has been created, click the Edit button to add users as Group Members. Use the drop-down button to select a User and then click + Add to make them a member.

       

       

      Authorization Rules

      Configure approval limits and set the Bank Accounts for Authorization Groups.

       

      1. Click on New Rule (Before creating a New Rule need to have a Bank Account already set up.)

       

       

      2. Fill out all fields. Select a group from the Add Group drop down and click Add to assign the rule to the group. Click Create when finished.

       

       

      Bank Accounts 

      Used to create/manage bank accounts. Will need to create Address, Branch, Check/Remittance Templates, and setup a printer prior to creating a bank account. Set printer destinations for accounts.

       

       1. Select New Account

       

       

      2. On the pop-up screen enter an account name, this is used only to identify the account in the system. Proceed to fill out the Details tab below. Fill out each field with a *. Enter any additional info as needed and click on the Numbering tab when finished. 

       

       

      3. Fill out each field with a *. For the MICR Line Pattern refer to the Key on the right to enter symbols. Click on the Print Options tab when finished. 

       

       

      4. Fill out each field with a *. Select any Print Options or Print Copy Options as needed. Selecting a Duplex option enables the Duplex On* options. Click on the Signatures tab when finished.

       

       

      5. Fill out each field with a *. A Wet Signature leaves a space for a check to be signed by hand instead of being printed. Click on the Printers tab when finished.

       

       

      6. Fill out each field with a *. Set options as needed. Click on the Export tab when finished.

       

       

      7. Set Positive Pay Template and EFT Template as needed. If not needed set fields to N/A. Selecting Export Checks on Archive will enable Export Template on Archive drop down. Click the Manual Check tab when finished.

       

       

      8. Select Available to use for Manual Checks? if manual checks will be needed. Click Save when finished.

      Branches 

      Used to create/manage bank branches. Will need to have an address created before creating a new branch.

       

      1. Click on New Branch.

       


       

      2. Fill out each field with a *. Enter additional info as needed and click Save when finished.


      Custom Fields - Settings for creating custom text and lists that are used throughout the site design.

      Data Entry Template - Options and settings for assigning custom fields.

      Export Templates - Create templates for exporting data such as Positive Pay.

      Import Profiles - Used manage profiles that are selected for the Import File menu option. Profiles identify which accounts and templates to use during check printing.

      Import Templates - Create templates to capture file data and create batches.

      Payees - Address book for different Payees.

      Print Templates - Settings for the design and positioning of check and remittance templates. Can set fonts, font size, position fields, text, and the MICR line.

       

       

       

      Printers

      Manage printers within the site for check printing.

       

      1.  Click on New Printer

       

      2.  Enter the Display Name for how the printer will be identified in the system. Once the printer is installed on your PC use the drop-down button in Printer/Queue field to select it. Add Location or Additional Details as needed. Leave all adjustments to default settings.

       

      3.  Click Create when finished.

       

      Report Templates

      Create and customize templates for Audit Reports.

       

      Resources 

      Used to import an image, logo, or signature to the site.

       

      1. Click New Resource 

       

      2. Fill out the New Resource form. Display Name sets how the resource will appear in the system. Use the drop-down to set the type. Use the Browse button to locate your resource.

       

      3. Click Create when finished.

       

      Signatures 

      Used to manage and add signatures. Will need to create a signature resource and user before creating a new signature.

       

      1. Click New Signature

       

       

      2. Use the drop-down to select the User Account that’s being given a signature. Type in Print Name the name of the signature. Use the drop-down to select the signature resource that will be used as the Signature Image.

       

       3. Click Create when finished 

       

      Translations

      Allows the default verbiage of the site to be customized.

       

      Users

      Add and Manage users.

       

      1. Click New User. (Will need to have created a User Role before creating a User.) 

       

       

      2. Fill out the New User form. All users must have an email address. Select User Role by clicking on drop-down. Adjust all other settings as needed.

       

      3. Click Create when finished.

       

      User Roles

      Used to create groups that manage user permissions.

       

      1. Click New User Role.

       

       

      2. Create a Role Name and add a Description if necessary. Restrict Account Access when set to Yes will allow control over which accounts the group has access to. 

       

       

      3. Click Create when finished