Table of Contents

Add Signatures to Bank Accounts

You need to add signature files to bank accounts and define the thresholds that indicate if a signature should be printed on a cheque.

The app allows you to follow approval guidelines, with automatic signatures applied to lower amounts and manual signatures required for higher-value transactions.

  1. Choose the icon, enter Bank Accounts, and then choose the related link.

  2. On the Bank Accounts page, select the record to which to add payment signatures.

  3. On the Bank Account Card page, in the General FastTab, populate the following fields:

    Field Description
    Signature 1 Limit

    Enter the limit, in the bank currency, that controls if Signature 1 will print on a check.

    The signature will print if the document amount is equal to or less than the limit.

    A value of 0 (zero) means the signature will not be printed.
    Signature 2 Limit

    Enter the limit, in the bank currency, that controls if Signature 2 will print on a check.

    The signature will print if the document amount is equal to or less than the limit.

    A value of 0 (zero) means the signature will not be printed.

  4. Add a signature.

    The file must be one of the following formats: jpg, jpeg or png.

    1. In the Payment Signatures FactBox, select Payment Signatures > Signature 1 > Import.

    2. Navigate to the signature file, and select Open.

    3. In the Payment Signatures FactBox, select Payment Signatures > Signature 2 > Import.

    4. Navigate to the signature file, and select Open.

    The signatures are displayed in the Payment Signatures FactBox.

    You have the option of deleting (Payment Signatures > Signature > Delete) or exporting (Payment Signatures > Signature > Export) the signature.