Overview
When creating a bill payment or an expense, you can choose a check as a payment method. This gives you the option of either recording that you paid with a check outside of DoorLoop, or printing a check through DoorLoop. You also have the option of creating a check directly in DoorLoop if you already know you're using a check as the payment method.
Note: Check Printing isn't available on Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
Tip: It is recommended to print checks using the Google Chrome browser.
The Steps
To create a check for paying an expense, click Create New at the top of the main menu. Then under the Transactions section, click Check.
This brings up the New Expense window. Complete the required fields as follows:
Select Payee — Select the Vendor you're paying. You can also create new vendors if they aren't on your lists. This inserts the vendor name onto the "Pay to the order of" field of your check.
Reference — Use the default unique reference number, or enter your own.
One Time Expense — Make sure this is selected unless you actually want to create a recurring expense for the same amount.
Expense Date — Select the payment date of the expense. This is the date you're paying the expense.
Pay From Account — Choose the bank account paying the expense.
Payment Method — Select Check as the payment method and keep the "Add to Print Queue" toggle turned on.
Property — Choose the property incurring the expense.
Unit — (Optional) Select a unit on the property incurring the expense.
Category — Select the appropriate expense account for accounting and reporting purposes.
Description — Add an optional memo for the expense.
Amount — Enter the amount of the expense.
Add additional items by clicking Add Line Item. You can remove items by clicking on the trash can on the right of each item. The Property field will be filled in automatically for each new line item based on the initial property input.
Add any additional information in the Add memo section, or relevant files by using the Click here link. (Information entered here will appear on the Memo line of your check.)
Click Save when complete.
An Expense Recorded window will appear. Click the Print Checks button to go to the Print Checks page to begin the Print Checks wizard. To learn how to print the check now that you've created it, read the article: Print a Check.
The check is now created and added to your print queue. See Print a Check to learn how to print it.
Note: The Expense Date is when you actually paid the expense. If you set a future date, you're telling the system that's when you'll have paid the expense. Printing a check shows the date set on the expense.