{"id":4035,"date":"2020-04-13T09:28:34","date_gmt":"2020-04-13T16:28:34","guid":{"rendered":"https:\/\/www.chax.com\/?post_type=epkb_post_type_1&#038;p=4035"},"modified":"2020-09-23T16:54:30","modified_gmt":"2020-09-23T23:54:30","slug":"multichax-user-manual","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.chax.com\/support\/multichax-user-manual\/","title":{"rendered":"MultiCHAX User Manual"},"content":{"rendered":"<h2 id=\"overview\" class=\"sectionedit2\">Overview<\/h2>\n<div class=\"level2\">\n<hr \/>\n<p>The\u00a0<strong><em class=\"u\">MultiCHAX system<\/em><\/strong>\u00a0is composed of 2 parts:<\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\">The executable program (<strong>MultiCHAX.exe<\/strong>)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">The virtual printer (<strong>MultiCHAX Virtual Printer<\/strong>)<\/div>\n<\/li>\n<\/ul>\n<p>The executable program,\u00a0<strong>MultiCHAX.exe<\/strong>, is used for the setup of your checks and bank accounts. As you print your checks from your accounting software, check data to MultiCHAX.exe from the print driver to produce your MICR encoded checks.<\/p>\n<p>The\u00a0<strong>MultiCHAX Virtual Printer<\/strong>\u00a0driver is used for converting the text output of your printed checks from the accounting software, and stores them in a temporary cache under the\u00a0<strong>C:\\MultiCHX\\Temp\\<\/strong>\u00a0file directory. Files are saved with the prefix,\u00a0<strong>AAA<\/strong>*. Normally, when the virtual driver starts to receive output, it will automatically start the MultiCHAX program. The information saved is used by MultiCHAX to create a \u201cvirtual print image\u201d in computer memory.<\/p>\n<p>The MultiCHAX program uses the information you have set up in the control setting (also known as the\u00a0<strong>check template<\/strong>) to examine this virtual print image, getting the data it needs to print a check by looking for the row (vertical position) and column (horizontal position) coordinates for each check data field.<\/p>\n<\/div>\n<h2 id=\"hardware_and_software_requirements\" class=\"sectionedit3\">Hardware and Software Requirements<\/h2>\n<div class=\"level2\">\n<hr \/>\n<p>MultiCHAX system requirements are:<\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\">Windows 7, 8, 8.1, 10 (Windows XP and Vista are no longer officially supported)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><a class=\"urlextern\" title=\"https:\/\/www.microsoft.com\/en-us\/download\/details.aspx?id=25150\" href=\"https:\/\/www.microsoft.com\/en-us\/download\/details.aspx?id=25150\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Microsoft .NET Framework 3.5 Service Pack 1<\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">100\u00a0<abbr title=\"Megabyte\">MB<\/abbr>\u00a0(megabytes) disk space<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Minimum screen resolution: 1024 x 720<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Laser printer with\u00a0<strong>True Type fonts<\/strong>\u00a0support<\/div>\n<\/li>\n<\/ul>\n<p>Mac\u00a0<abbr title=\"Operating System\">OS<\/abbr>\u00a0X is not officially supported, however, MultiCHAX can work in a virtual desktop environment, such as\u00a0<strong>Parallels Desktop for Mac<\/strong>.<\/p>\n<p>If using MultiCHAX with a remote desktop service, please visit\u00a0<a class=\"wikilink1\" title=\"multichax_remote_desktop_setup\" href=\"https:\/\/support.chax.com\/multichax_remote_desktop_setup\" target=\"_blank\" rel=\"noopener\">MultiCHAX Remote Desktop Setup<\/a><\/p>\n<\/div>\n<h2 id=\"setupinstallation\" class=\"sectionedit4\">Setup: Installation<\/h2>\n<div class=\"level2\">\n<hr \/>\n<ol>\n<li class=\"level1\">\n<div class=\"li\">After downloading MultiCHAX, double click on the setup file, called \u201cmchax.exe\u201d<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">If using the demo\/trial version of MultiCHAX, enter \u201cDEMO-ENT\u201d (no quotes; all caps) in the serial number field, otherwise enter your serial number in all caps<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/enter-serial-number.jpg?w=400&amp;tok=0db5f4\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click \u201cFinish\u201d to end the installation<\/div>\n<\/li>\n<\/ol>\n<\/div>\n<h2 id=\"setupafter_install\" class=\"sectionedit5\">Setup: After Install<\/h2>\n<div class=\"level2\">\n<hr \/>\n<ol>\n<li class=\"level1\">\n<div class=\"li\">Double-click the MultiCHAX desktop icon to start the MultiCHAX program<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/multichax-desktop-icon.jpg\" alt=\"\" \/>Alternatively, you may open the link from Start &gt; All Programs &gt; Chax Inc &gt; MultiCHAX<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">By default, manual bank selection is enabled, when the popup asks \u201cYou must manually select a bank in MultiCHAX,\u201d click cancel twice.<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click on \u201cSETUP\u201d from the main menu<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Double click on the default control (the default control is displayed under \u201cCurrently selected Control\u201d)<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/multichax-setup-screen01.png?w=400&amp;tok=bf559a\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click on \u201cEdit this Control\u201d<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/multichax-setup-screen02.png?w=400&amp;tok=fb51cc\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Choose a check form setting from \u201cCheck Placement on Form\u201d &#8211; select either: top, middle, bottom, 3, 3std (this is how your check will print)<img decoding=\"async\" class=\"mediacenter\" src=\"https:\/images\/check-placement.png\" alt=\"\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click \u201cOK &amp; Save\u201d<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click \u201cSelect a bank\u201d<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/multichax-setup-screen02.png?w=400&amp;tok=fb51cc\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click on the account \u201c001 &#8211; Starter Bank Name\u201d<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Enter your bank account information<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/screen06.jpg?w=400&amp;tok=e0ce92\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Complete the MICR Line in this format (replace the routing and account numbers with your bank account info)<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/micr_line.png\" alt=\"\" \/>[routing symbol] [routing number] [routing symbol][account number] [on-us symbol]<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Browse for a logo and signature file (optional)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click \u201cOK\u201d to save the bank account<\/div>\n<\/li>\n<\/ol>\n<\/div>\n<h2 id=\"setupcreating_a_grid\" class=\"sectionedit6\">Setup: Creating a Grid<\/h2>\n<div class=\"level2\">\n<hr \/>\n<p>The image below is called a \u201c<strong>grid<\/strong>.\u201d Check field coordinates (rows and columns) are manually entered in the control setting of MultiCHAX during the initial setup.<\/p>\n<p>Example grid\u00a0<a class=\"media mediafile mf_pdf\" title=\"multichax-quickbooks-grid-sample.pdf (6.2\u00a0KB)\" href=\"\/images\/multichax-quickbooks-grid-sample.pdf\">multichax-quickbooks-grid-sample.pdf<\/a><\/p>\n<p>To generate a grid:<\/p>\n<ol>\n<li class=\"level1\">\n<div class=\"li\">Launch MultiCHAX.exe<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Select \u201cTESTS\u201d from the main menu<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Choose \u201cgrid toggle\u201d to enable the grid mode<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Print a check from your accounting software and choose the MultiCHAX Virtual Printer<\/div>\n<\/li>\n<\/ol>\n<\/div>\n<h2 id=\"setupentering_the_grid_coordinates\" class=\"sectionedit7\">Setup: Entering the Grid Coordinates<\/h2>\n<div class=\"level2\">\n<hr \/>\n<p>Now that you have grid in hand, we must use it to enter the field coordinates in the\u00a0<strong>INPUT CONTROL<\/strong>\u00a0section of the template.<\/p>\n<p>To change your input control settings:<\/p>\n<ol>\n<li class=\"level1\">\n<div class=\"li\">Launch MultiCHAX.exe<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click on \u201cSETUP\u201d from the main menu<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Double click on the default control (the default control is displayed under \u201cCurrently selected Control\u201d)<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/multichax-setup-screen01.png?w=400&amp;tok=bf559a\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click on \u201cEdit this Control\u201d<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/multichax-setup-screen02.png?w=400&amp;tok=fb51cc\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Follow this sample grid layout to learn which fields to enter<a class=\"media\" title=\"quickbooks-grid-sample-layout.png\" href=\"\/images\/quickbooks-grid-sample-layout.png?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter\" title=\"grid sample layout\" src=\"\/images\/quickbooks-grid-sample-layout.png?w=600&amp;tok=acd279\" alt=\"grid sample layout\" width=\"600\" \/><\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Manually enter the row and column coordinates for each field, such as the check date and amounts<img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/input-control.png?w=400&amp;tok=0df306\" alt=\"\" width=\"400\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Save your settings<\/div>\n<\/li>\n<\/ol>\n<\/div>\n<h2 id=\"setupmodifying_the_check_template\" class=\"sectionedit8\">Setup: Modifying the Check Template<\/h2>\n<div class=\"level2\">\n<hr \/>\n<p>There are several sections to modifying the check printing and layout within the control record:<\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\">Set MICR Offsets<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Set Descriptive Printing<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Check Placement on Form<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">One Stub or Two<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Output Control<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<h3 id=\"set_micr_offsets\" class=\"sectionedit9\">Set MICR Offsets<\/h3>\n<div class=\"level3\">\n<p>The\u00a0<strong>MICR Offsets<\/strong>\u00a0adjusts the horizontal and vertical printout of the entire check form to paper. By default, the settings are (0, 0) and both settings can be either positive or negative (enter with a \u201c<strong>&#8211;<\/strong>\u201d dash sign.) The settings are adjusted in inches.<\/p>\n<p><img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/set-micr-offsets.png?w=400&amp;tok=960986\" alt=\"\" width=\"400\" \/><\/p>\n<p>To move the page to the right, adjust the horizontal offset by\u00a0<strong>0.1<\/strong>\u00a0increments. To move the page to the left, subtract from the horizontal offset.<\/p>\n<p>To move the page down, adjust the vertical offset by\u00a0<strong>0.1<\/strong>\u00a0increments. To move the page up, subtract from the vertical offset.<\/p>\n<p>For example, a horizontal offset of 0.25 will move it to the right by 0.25 inches and a vertical offset of -0.10 will move it up 0.10 inches.<\/p>\n<\/div>\n<h3 id=\"set_descriptive_printing\" class=\"sectionedit10\">Set Descriptive Printing<\/h3>\n<div class=\"level3\">\n<p>The\u00a0<strong>Set Descriptive Printing<\/strong>\u00a0section controls the pre-printed check wordings such as: \u201cDATE,\u201d \u201cAMOUNT,\u201d and \u201cPAY TO THE ORDER OF.\u201d<\/p>\n<p><img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/set-descriptive-printing.png?w=400&amp;tok=298bb6\" alt=\"\" width=\"400\" \/><\/p>\n<p>Enable or disable the printout of each field. You may also adjust the horizontal and vertical offsets for the fields. Each setting is in inches.<\/p>\n<\/div>\n<h3 id=\"check_placement_on_form\" class=\"sectionedit11\">Check Placement on Form<\/h3>\n<div class=\"level3\">\n<p>The\u00a0<strong>Check Placement on Form<\/strong>\u00a0controls the \u201clook\u201d of the printed. By default, the template will print checks on top with 2 stubs on the bottom.<\/p>\n<p><img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/check-placement-new.jpg\" alt=\"\" \/><\/p>\n<p>MultiCHAX will now print 3-checks-per-page in two different styles:<\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\">select\u00a0<strong>3<\/strong>\u00a0for\u00a0<em class=\"u\">3 checks per page<\/em>\u00a0with sizes 3.5\u201c, 3.5\u201d and 4.0\u201c checks<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">select\u00a0<strong>3Std<\/strong>\u00a0for\u00a0<em class=\"u\">3 checks per page standard format<\/em>\u00a0with a 1\/2\u201d tear-off, sizes 3.5\u201c, 3.5\u201d and 3.5\u201c checks<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<h3 id=\"one_stub_or_two\" class=\"sectionedit12\">One Stub or Two<\/h3>\n<div class=\"level3\">\n<p>This selection gives you the option of switching between one or two stubs. Select two stubs if you wish to print a duplicate stub on the face of the check. You might wish to keep this extra copy for your records.<\/p>\n<\/div>\n<h3 id=\"output_control\" class=\"sectionedit13\">Output Control<\/h3>\n<div class=\"level3\">\n<p>The\u00a0<strong>Output Control<\/strong>\u00a0tells MultiCHAX where specific fields of information will be placed on the check you print out. By default, most of the output control settings are set to zero (0) and should be fine for most people. Each field is adjustable to your preference and will need some trial and error. To be more precise, print a test page using the default settings, then use a ruler to measure the distance you wish to move either vertically or horizontally. Each field is moved using inches, and you will rarely use anything greater than 1.0 inches, so make changes in 0.1 increments.<\/p>\n<p>Enabling the\u00a0<strong>Print in Compressed Font<\/strong>\u00a0feature will cause the related field to be printed using a smaller monospaced font instead of the default fonts.<\/p>\n<p><img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/output-control.png?w=400&amp;tok=13af4c\" alt=\"\" width=\"400\" \/><\/p>\n<\/div>\n<h2 id=\"setupbank_accounts\" class=\"sectionedit14\">Setup: Bank Accounts<\/h2>\n<div class=\"level2\">\n<hr \/>\n<\/div>\n<h3 id=\"add_more_bank_accounts\" class=\"sectionedit15\">Add More Bank Accounts<\/h3>\n<div class=\"level3\">\n<p>Depending on the version of MultiCHAX that you purchased, you may have a limit to the number of bank accounts you can add to MultiCHAX. The minimum amount is\u00a0<strong>5 bank accounts<\/strong>.<\/p>\n<p>To add bank accounts:<\/p>\n<ol>\n<li class=\"level1\">\n<div class=\"li\">Launch MultiCHAX.exe<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click on SETUP from the main menu<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Double click on your default control<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click on Select a Bank<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click Add Bank<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Enter a unique 3 digit number when prompted for \u201cEnter Bank Number to Add\u201d (default is 001). If you receive a warning about the bank number being less than 100, it is safe to ignore for most situations. Read more about it in \u201cMethod of Bank\/Check Selection\u201d<img decoding=\"async\" class=\"mediacenter aligncenter\" src=\"\/images\/bank123.png\" alt=\"\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Enter your bank name and address, account name and address information<a class=\"media\" title=\"screen06.jpg\" href=\"\/images\/screen06.jpg?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter aligncenter\" src=\"\/images\/screen06.jpg?w=400&amp;tok=e0ce92\" alt=\"\" width=\"400\" \/><\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Enter your transit number (optional) which look like\u00a0<strong>123-45\/6789<\/strong><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Toggle between 6 or 8 check number digits to be printed<\/div>\n<\/li>\n<li class=\"level1 node\">\n<div class=\"li\">Enter your MICR line<\/div>\n<ul>\n<li class=\"level3\">\n<div class=\"li\">Use\u00a0<strong>&amp;<\/strong>\u00a0(shift+7) to create the routing symbol<\/div>\n<\/li>\n<li class=\"level3\">\n<div class=\"li\">Use\u00a0<strong>\/<\/strong>\u00a0to create the on-us symbol<\/div>\n<\/li>\n<li class=\"level3\">\n<div class=\"li\">Use\u00a0<strong>&#8211;<\/strong>\u00a0to create the dash symbol<\/div>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Complete the MICR Line in this format (replace with your actual routing and account numbers)<img decoding=\"async\" class=\"mediacenter aligncenter\" src=\"\/images\/micr_line.png\" alt=\"\" \/><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Browse for a logo file (optional) &#8211; max print size limit is 1\u201d x 1\u201c<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Browse for a signature file (optional) &#8211; max print size limit is 3.5\u201d x 0.75\u201c<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Browse for an overlay file (optional) &#8211; 8.5\u201d x 11\u201c letter size image, can be used for multiple signature images or logos, graphics and more<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Change the number of signature lines from 1 or 2 (optional)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Trigger a second signature line for a certain dollar amount (optional)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Enter your deposit ticket MICR line (optional)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Enter the number of extra copies (optional) to be printed to plain paper<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Enter your bank quick pick name (use a descriptive name for manual bank selection)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click \u201cOK\u201d to save the bank account<\/div>\n<\/li>\n<\/ol>\n<p><strong>Note:<\/strong>\u00a0When entering the MICR line numbers, enter\u00a0<strong><em class=\"u\">only<\/em><\/strong>\u00a0the transit and account numbers. Do not enter the check number. Your MICR line should be entered like so:<\/p>\n<p><strong>&amp;028000121&amp; 999-123456\/<\/strong><\/p>\n<\/div>\n<h3 id=\"method_of_bank_check_selection\" class=\"sectionedit16\">Method of Bank\/Check Selection<\/h3>\n<div class=\"level3\">\n<p>MultiCHAX offers three different\u00a0<strong>Methods of Bank Account Selection<\/strong>:<\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\">Manual<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Semi-Auto<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Automatic<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<h4 id=\"manual_mode\">Manual Mode<\/h4>\n<div class=\"level4\">\n<p>The default selection is\u00a0<strong>Manual<\/strong>\u00a0mode, in which the user is asked to manually select a bank account for each check run and will also be asked to confirm or change the starting check number.<\/p>\n<p><img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/manual-bank-selection.jpg?w=400&amp;tok=c51d14\" alt=\"\" width=\"400\" \/><\/p>\n<\/div>\n<h4 id=\"semi-auto_mode\">Semi-Auto Mode<\/h4>\n<div class=\"level4\">\n<p>For QuickBooks, Quicken, QuickBooks Online users, MultiCHAX can automatically select the bank account for you, but you will need to confirm the starting check number for each printed batch of checks. This feature is available by toggling the \u201c<strong>Semi-Auto<\/strong>\u201d method of check selection.<\/p>\n<p>To use this feature, you must add your unique 3 digit bank code (used when you added your bank account in MultiCHAX) somewhere in QuickBooks\/Quicken. For most users, you can add this in the chart of accounts header name.<\/p>\n<p>Steps to enable Semi-Auto mode in QuickBooks\/Quicken:<\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\">Log into QuickBooks \/ Quicken<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Open the\u00a0<strong>Chart of Accounts<\/strong><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Choose the checking account that you use to print checks from, right click and select EDIT ACCOUNT<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Add the 3 digit code to the front of the bank account name<a class=\"media\" title=\"edit-chart-of-accounts.jpg\" href=\"\/images\/edit-chart-of-accounts.jpg?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter aligncenter\" src=\"\/images\/edit-chart-of-accounts.jpg?w=400&amp;tok=34a37d\" alt=\"\" width=\"400\" \/><\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\"><a class=\"wikilink1\" title=\"multichax_user_manual \u21b5\" href=\"https:\/\/support.chax.com\/multichax_user_manual#setupcreating_a_grid\" target=\"_blank\" rel=\"noopener\">Create a grid<\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Your grid should look like the following image. This will enable you to determine the row and column that QuickBooks\/Quicken is printing this code number:<a class=\"media\" title=\"grid-code-chart-of-accounts.jpg\" href=\"\/images\/grid-code-chart-of-accounts.jpg?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter aligncenter\" src=\"\/images\/grid-code-chart-of-accounts.jpg?w=600&amp;tok=ec3507\" alt=\"\" width=\"600\" \/><\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Launch MultiCHAX.exe and enter the correct row and column of the unique 3 digit bank code printed on your grid<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<h4 id=\"automatic_mode\">Automatic Mode<\/h4>\n<div class=\"level4\">\n<p>If your accounting program can print a check number on the output check (does not apply to QuickBooks or QuickBooks Online) then MultiCHAX can\u00a0<strong>automatically select the bank account<\/strong>. This feature is available by toggling the \u201c<strong>Automatic<\/strong>\u201d method of check selection.<\/p>\n<\/div>\n<h5 id=\"how_does_automatic_bank_selection_work\">How Does Automatic Bank Selection Work?<\/h5>\n<div class=\"level5\">\n<p>The automatic bank selection method works by reading the check number of your printed check, and MultiCHAX will then select the bank account which matches that check number.<\/p>\n<p>This method works best when your check number is 8 or more characters in length. This will let you use the first (left most) 3 digits to designate a bank number, while still leaving at least 5 digits for the check sequential number, and thus you can issue 99,999 checks on a single bank account before you need be concerned about the incrementing of the check number affecting the bank number assigned to the first digits.<\/p>\n<p><strong>Example:<\/strong><\/p>\n<p>If your unique\u00a0<strong>3 digit bank code<\/strong>\u00a0in the MultiCHAX list of bank accounts is\u00a0<strong>345<\/strong>, we can then assign all your checks printing from that bank account will start with check number\u00a0<strong>345<\/strong>xxxxxx, where xxxxxx is your current check number.<\/p>\n<p>If your accounting program does not allow eight digits, you will have to compromise the number of digits you use for the bank account or the number of digits remaining for sequential check numbers. A single digit will allow for 9 bank accounts. Two digits will allow for 99 bank accounts. Three will allow for you to assign up to 999 bank accounts to a single control file.<\/p>\n<p>Remember, your accounting program will be unaware of this use of the check number, so you must monitor the use of sequential numbers to prevent corrupting the leading significant digits. For example, if you only have a seven digit check number and use the 3 leading positions as account numbers, this will leave only four digits for sequential numbers, and so you must manually reset the starting check number to 1 before you reach 9,999 checks.<\/p>\n<\/div>\n<h2 id=\"security_-_users\" class=\"sectionedit17\">Security &#8211; Users<\/h2>\n<div class=\"level2\">\n<hr \/>\n<p>You can add\/remove users and enable security measures within the MultiCHAX.exe program by going to\u00a0<strong>SETUP &gt; Maintain Users.<\/strong><\/p>\n<p>The default user is \u201cadmin\u201d and the security is disabled.<\/p>\n<p>To toggle security, click on \u201cenable\/disable security\u201d<\/p>\n<p><a class=\"media\" title=\"maintain-users.png\" href=\"\/images\/maintain-users.png?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/maintain-users.png?w=400&amp;tok=81ba71\" alt=\"\" width=\"400\" \/><\/a><\/p>\n<p>To change the user password, highlight the username you wish to edit, and click \u201cUpdate User.\u201d Enter your new password in the \u201cchange password\u201d field, and select complete update.<a class=\"media\" title=\"new-user.png\" href=\"\/images\/new-user.png?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter\" src=\"\/images\/new-user.png?w=400&amp;tok=557a5c\" alt=\"\" width=\"400\" \/><\/a><\/p>\n<p>It is recommended that you change the \u201cAdmin\u201d password. Be sure to make a note of this password. You will be unable to gain access if you don&#8217;t have a password. You may not delete the \u201cAdmin\u201d user or change its user ID and it always has supervisory permissions.<\/p>\n<p><em class=\"u\">Change Password<\/em>: Enter a new password and then re-enter the same password to ensure typing accuracy. Note if you delete the password or enter no password you will allow the user to sign on without entering a password.<\/p>\n<p><em class=\"u\">Maintain ID \/ Name<\/em>: Enter or change the User ID and the Full User Name (optional).<\/p>\n<p><em class=\"u\">Permissions List<\/em>: Mark the permissions granted to the user.<\/p>\n<ul>\n<li class=\"level1\">\n<div class=\"li\">Supervisory &#8211; grants access to all features; only users with the supervisory setting may access the setup section<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Restricted to Certain Controls &#8211; user will only be allowed to use certain control templates<a class=\"media\" title=\"restrict-controls.png\" href=\"\/images\/restrict-controls.png?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter aligncenter\" src=\"\/images\/restrict-controls.png?w=400&amp;tok=635f4d\" alt=\"\" width=\"400\" \/><\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Restricted to Certain Banks &#8211; user will only be allowed to use certain bank accounts<a class=\"media\" title=\"restrict-banks.png\" href=\"\/images\/restrict-banks.png?id=multichax_user_manual\"><img decoding=\"async\" class=\"mediacenter aligncenter\" src=\"\/images\/restrict-banks.png?w=400&amp;tok=ffe9df\" alt=\"\" width=\"400\" \/><\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Print Deposit Tickets &#8211; user can print deposit tickets (restricted to certain controls\/accounts)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Print Blank Checks &#8211; user can print blank checks (restricted to certain controls\/accounts)<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Maximum Check Amount &#8211; restrict the user to print a maximum check amount; checks over the limit will not print<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Default Control &#8211; change default control for the user<\/div>\n<\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Overview The\u00a0MultiCHAX system\u00a0is composed of 2 parts: The executable program (MultiCHAX.exe) The virtual printer (MultiCHAX Virtual Printer) The executable program,\u00a0MultiCHAX.exe, is used for the setup of your checks and bank accounts. As you print your checks from your accounting software, check data to MultiCHAX.exe from the print driver to produce your MICR encoded checks. The\u00a0MultiCHAX [&#8230;]\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"epkb_post_type_1_category":[1567,1566],"epkb_post_type_1_tag":[],"_links":{"self":[{"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/epkb_post_type_1\/4035"}],"collection":[{"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/epkb_post_type_1"}],"about":[{"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/types\/epkb_post_type_1"}],"author":[{"embeddable":true,"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/comments?post=4035"}],"version-history":[{"count":0,"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/epkb_post_type_1\/4035\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/media?parent=4035"}],"wp:term":[{"taxonomy":"epkb_post_type_1_category","embeddable":true,"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/epkb_post_type_1_category?post=4035"},{"taxonomy":"epkb_post_type_1_tag","embeddable":true,"href":"https:\/\/www.chax.com\/wp-json\/wp\/v2\/epkb_post_type_1_tag?post=4035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}