Using the Remote Check Printing service with NetClient CS portals and CS Connect

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To create a PDF file of check images to upload to a client's NetClient CS portal for the client to print, do the following:

  1. Mark the Remote checkbox on the Print Checks dialog. The PDF file will automatically open in a preview window on your screen so that you may review the checks before transmitting them.
  2. In the Transmit Checks dialog, review the information for each check and then enter or verify the following:
    • Portal description
    • Send email notification to client
  3. To save a copy of the PDF file of check images to a designated folder on your own hard drive or on a floppy disk, click the /_images/acct_pr/csa/remotecheckprinting_savebutton.gif button on the toolbar of the Transmit Checks dialog, navigate to the appropriate folder, and then click the Save button.
  4. You may then choose to upload the file to the client's portal via CS Connect, to queue for later upload, or to abandon the procedure.

Note: An email message to the client is automatically created to advise the client that the latest checks have been posted and are ready for printing. The message text includes the following special information about using the Adobe Reader to print the checks. If necessary, you may add to the content of that message before sending it to the client.

Be sure to advise your portal client of the following special information:

If you are using Adobe Reader version 6 with Remote Check Printing, you must select None from the Page Scaling drop-down list and clear the Auto-Rotate and Center checkbox.

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