Checks Overview¶

Overview¶

The Checks Overview page lets you monitor all check transactions recorded in CTB Admin. Use this section to review check records, track their status, and confirm which checks are active, pending, or bounced. This helps you manage check-based payments and reconcile bank accounts efficiently.

When to use Checks Overview¶

Review all check transactions in one place
Find a check by number, client/vendor, or date
Open a check record for details or updates
Track check status before processing payments or reconciliation

How to access Checks Overview¶

From the sidebar, go to Trade Management → Checks.
The list page shows checks grouped by Active, Disabled, and Deleted.

Page sections¶

Checks List¶

The main list displays each check transaction on a single page.

Key columns include:

SKU — System reference code for the check
Check Number — Number printed on the physical check
From/To — Linked client or vendor name and code
Type — Indicates if the check is received or issued
Date — Date the check was created or recorded
Amount — Face value of the check
Balance — Remaining amount available on the check
Bank — Linked bank account for the check
Status — Current state (Pending, Bounced, etc.)
Created At — When the check record was added

Search and filters¶

Use the search field to find checks by number, client/vendor, or bank.
Use the Active / Disabled / Deleted tabs to filter records by status.
Use the Filters button to narrow results by additional values.

Best practices¶

Always verify the check status before linking it to a payment or updating records.
Use clear references and accurate client/vendor details for easy tracking.
If a check is missing, confirm it was recorded in the correct module and not deleted.

Add Check — Record a new check transaction
Check Detail — Review or update check information
Banks Overview — Manage bank accounts linked to checks
Payments Overview — Track payments associated with checks