To add a new bank account, you must be logged in to MultiCHAX as an administrator.

NOTE: No other users can be logged in while adding bank accounts or setting up the control records.

  • Open the MultiCHAX program
    multichax main screen
  • Click on the SETUP menu
  • Click on Select Control
    multichax setup screen
  • Click on Select a Bank
    Control Record Screen
  • Select Add Bank
    Bank Setup Screen
  • Enter a unique 3 digit number for your bank account
    Bank Number to Add
  • You may be prompted to complete the add. QuickBooks users can ignore this message. If you are using the automatic bank selection feature, please refer to “Methods of Bank Selection
    bank-number
  • Enter your bank information.
    bank-info
  • Transit Number: Enter the Transit Numbers as they appear on your checks. The transit numbers may be printed as a numerator and denominator of a fraction, e.g.: This would be entered as 12-345 / 280.
  • Enter your MICR line in this order:[routing symbol] + [9 digit routing number] + [routing symbol] + [optional on-us symbol] + [account number] + [required on-us symbol] MICR Line
    To print a routing symbol, enter $ (shift+7)
    To print an on-us symbol, enter a /
    To print a dash symbol, enter a –
    symbols
  • Account Name & Address
    Enter Name, Address, and Telephone Number of the account exactly as you wish it to appear on the check. The top line will be printed in bold type. The Second line will also be printed in bold type if you enter “Y” in Bold This Line (Y/N). Left justify all entries (start all entries in the leftmost position – do not precede with spaces).
  • Deposit Ticket MICR Line
    Enter the MICR characters as shown on a deposit ticket provided by the bank.
  • Number of Signatures
    Enter “2” if you wish to print a second signature line on each check. If this entry is 2 an extra signatureline will be drawn on the face of the check above the one which is preprinted.
  • Top Signature Message
    Enter a message, if one is desired, to be printed above the bottom signature line. This will be below the top signature line if the extra signature is called for by a 2 in the previous “Number of Signatures” field. This can be used for a message such as “Two Signatures Required”, “Not valid over $500”, etc
  • Dollar Trigger for Top Signature
    If “Number of Signatures” is 2: Enter a dollar amount.. If a check is equal to or greater than the Dollar amount a second (top) signature line and message will be printed. If you enter 0 dollars the top signature message will always be printed.
  • Logo File Name
    The name of the file which has the digitized logo for this bank account. The entry should include the drive letter and complete path. For example: c:appdirlogo.jpg. If you are not using a special Logo File enter all spaces (use space bar repetitively to end of the field) or click “Clear”. You should use the browse button to make sure that a valid location is selected. The file must be in Bitmap, JPEG, or GIF file format and should be sized to ¾” x ¾”.
  • Signature File
    The name of the file which has the digitized signature for this bank account. The entry should include the drive letter and complete path. For example: c:appdirsigntre.sig . If you are not using a special Signature File enter all spaces (use space bar repetitively to end of the field) or click “Clear”. You should use the browse button to make sure that a valid location is selected. The file must be in Bitmap, JPEG, or GIF file format and should be sized to ¾” x 3.5”.
  • Overlay File
    The name of the file which has the digitized Check overlay for your particular accounting software. The entry should include the drive letter and complete path. For example: c:winmicrspecial.ovl. If you are not using a special Overlay File enter all spaces (use space bar repetitively to end of the field) or click “Clear”. You should use the browse button to make sure that a valid location is selected. The file must be in Bitmap, JPEG, or GIF file format and should be sized to 8 ½” x 11”.
  • Number of Extra Copies
    If you have a printer with more than one paper feed tray you may use this feature to print extra copies of each check. Enter 1 for one extra copy or 2 for two extra copies. The extra copies will print out on paper from the tray designated to hold blank paper and will not have the MICR print nor will they be printed with a signature even if one is used on the original copy, the default is zero.
  • Bank Quick Pick Name
    If you would like a more descriptive line to show when you are presented with a list of banks to
    choose, enter such a descriptive name here. If this is left blank the Bank Name (1st line) will be
    used.
  • Control Buttons
    OK: accept bank info and return to main screen
    Print Test: Print a test check for this bank
    Prev. Bank: Go to next lower bank number
    Next Bank: Go to next higher bank number.
  • Testing
    Test samples should be printed of each bank account set for laser printing. Most banks will test these samples so that they are certain they meet their processing requirements, and the specifications of the American Bankers Association. In any case the sample checks should be checked very carefully. CHAX, Inc. recommends that you have the bank test samples. In no case will CHAX, Inc. be responsible for consequential damages or any fees for returned checks levied by any banks.
  • Periodic Examination
    Each time you prepare checks on the laser printer you should visually inspect the registration marks to be sure that the checks have been produced without being misaligned. The darkness of the image should be noted. Any lightening of the image may mean that not enough toner is being applied and service may be needed. It is important to change toner and image drum as soon as indicated by the machine or manufacturer’s instructions.

Test samples should be printed of each bank account set for laser printing. Most banks will test these samples so that they are certain they meet their processing requirements, and the specifications of the American Bankers Association. In any case the sample checks should be checked very carefully. CHAX, Inc. recommends that you have the bank test samples. In no case will CHAX, Inc. be responsible for consequential damages or any fees for returned checks levied by any banks.

Order MultiCHAX

Buy It Now