Local Check Print is an additional feature within Money Movement that can be made available to clients using Wealth Passport.  Local Check Print allows you to create check entries online from a Northern Trust checking account and print checks in the user’s office.  

The Account Setup, Reconcilement and Print Check pages include functionality specific to Local Check Print.  Only clients enrolled for Local Check Print are authorized to use this functionality.

Account Setup

Access the Account Setup page to setup and customize check information for checking accounts to be used for Local Check Print.

1. Click Account Setup to open the Account Setup List page.

2. Click Edit in the Action column to establish or change information for an account.  Only users with Approver access will be able to edit account information.

3. On the Account Setup Maintenance page, enter the range of check numbers desired in the Begin Check Range and End Check Range fields.

4. Optional fields are Accounting Entity, Payor Name, Logo File Name.

5. When complete, click Submit to continue or Cancel to go back.

6. On the Account Setup List page, click Refresh in the Action column to refresh new accounting entity information.

Create Local Check Print Transaction

From the Create Transaction drop-down list, select Local Check Print

Printing a single check

1. Select Print from the Action menu for the Local Check Print transaction.

2. Verify the transaction and select Print Check.

3. Click OK on the Confirm Print Local Check page.

4. Select Save this file.

5. Save in the C:\LCP\ folder.

6. Click Close after the Download is complete.  Return to the Transactions Home page.

Printing multiple checks

1. Select Print Checks from side menu.

2. Check individual items or select All and click Continue.

3. Verify Print Local Check screen will be displayed.  Click Print Check(s) button to continue or Click Cancel to return to the Print Local Check screen.

4. The Confirm Print Local Check message will display.  Click OK.

5. Select Save this file.

6. Save the file in the C:\LCP\ folder.

7. Click Close after the download is complete.

8. The Print Local Check page will display with any remaining checks to be printed.

Reprinting a check

Note: Only an Approver has the Reprint option for Local Check Print transactions in an In Process status.  By selecting this option, the Status of the transaction will return to Approved and can be printed again by the Originator or Approver.

1. Approver selects Reprint from the Action dropdown.

2. The Approver is prompted with the following message.

3. Upon clicking OK, the transaction changes from In Process status to Approved status.

4. The Originator and Approver have the Action to Print the check.

Reconcilement

To reconcile accounts with Local Check Print:

1. Click Reconcilement on the navigation menu.

2. The Transaction Reconciliation page will display pending and reconciled transactions.

3. Select a specific checking account from the dropdown list and select a date range or select All Pending Transactions.

4. Transaction Type allows the user the option to select Local Check Print transaction or checks that were created manually.

5. After all selections have been made, click Refresh View.

6. Click Reconcile in the Action column for unreconciled transactions.

7. Click Reconcile in the Action column to confirm automatic reconciliation for the transaction listed under Reconciled Transactions.

8. Click OK to continue or Cancel to go back.