Pay an expense claim by cheque
If you have a Canadian organisation in Xero, you can create a cheque payment to pay an expense claim, then print the cheque or save it for printing later.
Find the expense claim and create the cheque payment
- In the Accounts menu, select Expense Claims.
- Click the Awaiting Payment tab.
Open the expense claim you want to pay by cheque.
- Enter the expense claim payment details.
Select the Pay by cheque checkbox.
- Click Paid.
- Enter the Pay by Cheque details.
- Print the cheque or save it for later.
Pay by Cheque fields explained
This section provides guidance and tips on the Pay by Cheque fields.
You can change the number to the next available number, or a cheque number you deleted.
You cannot reuse a cheque number on an uncleared, reconciled, or voided cheque from the same bank account. Cheque numbers are unique across bank accounts.
|Pay to||You can change the payee. Both names appear on the cheque - the original payee displays as a reference so you know who the payment is to.|
|Memo||Add, edit, or delete a memo to display on the cheque.|
|Address||If you add or change the address of your payee, this will also update the contact's postal address.|
|Cheque Style||You can change the style applied to the cheque.|
Print and Save fields explained
This section provides guidance and tips on the Print and Save fields.
|Save & Print PDF|
Before you print the cheque, you'll need to:
|Save||Save the cheque payment in the following situations: