⭐️ Note: Vlge Pro Required
Keeping track of your paper check stock as a volunteer board, year over year, can prove difficult. Vlge provides a check stock management feature for the creation of check books and sets of paper checks, and keeps track of these against your manual and linked bank accounts.
👉 This can be turned on in your General Settings - Platform Features - Email support to enable if you do not find it.
Visit Financial Dashboard ➡ Banking section ➡ Check Stock Manager (once enabled)
Step 1: Select your bank account, select "+New check set"
Step 2: Enter your new checkbook details with beginning and ending check numbers
Your checkbook will be active and tracked. If your entered check numbers and bank match existing transactions that have ben imported manually or through a linked account, those details will sync with the Check Stock Manager and will appear for search here.
⚡️ Spoiling / Voiding an unused check
To record a check that has been voided, lost or destroyed, choose "Record a Check"
Note: To void checks that have been issued to a payee, visit the financial dashboard and find the transaction to void it there. This function is for voiding checks that are unused, written incorrectly and destroyed, or lost/damaged for tracking purposes.
🛠️ Settings (Settings apply across all accounts)
Click Settings in order to configure your check tracking and management
Low stock warning - set your threshold to be alerted when the unused check count drops below this number
Warn on Duplicate - Receive a warning on the page when a check number appears to be used twice
Skipped Check warning - Received an alert when a check appears to be skipped
Warnings can be dismissed for 1/7/30 days. Or permanently for that warning.
Set your own reasons and choose the order in which they appear.
📝 Audit Tab
The Audit tab is a history log for Check Stock Manager on the selected bank account. It shows what changed, when it happened, which check number was involved (if any), and related details such as a spoil reason or note.
Use it when you need a record of actions like creating a check set, recording a spoiled or lost check, matching a check to bank activity, or updating settings. Entries are listed newest first so you can quickly review recent activity and support questions about who changed what.