Cheques¶
The Cheques screen lets you search and manage cheques received from customers.
How to open¶
- Menu: Financials → Cheques
- Keyboard shortcut:
Ctrl+Shift+Q
Screen layout¶
The screen presents a toolbar with search controls and a grid showing results.
Search types¶
| Type | Description |
|---|---|
| Post-dated to | Cheques post-dated within the given date range (default: today to today + 90 days). |
| In hand | Cheques not yet endorsed (no endorsed date). |
| Received from | Search by customer name. |
| Cheque name | Search by the name printed on the cheque. |
| Endorsed to | Search by endorsee name. |
Field reference¶
| Field | Description |
|---|---|
| Received from | Name of the customer who issued the cheque. |
| Amount | Cheque value. |
| Received | Date the cheque was received. |
| Post-dated | Scheduled clearance date. |
| Name | Name printed on the cheque. |
| Endorsed to | Name of the endorsee. |
| Endorsed | Date of endorsement. |
The Endorsed to and Endorsed fields can be edited directly in the grid.
Cheque details¶
Each row has a + button in the first column. Click to expand the row and view additional cheque details:
- Bank
- Branch
- Account
- Cheque number
- CPF/CNPJ
Click again (the button shows −) to collapse the panel.
Summary bar¶
The summary in the toolbar shows the count and total value of the displayed cheques. When rows are selected, the summary updates to show only the selected values (blue text).