is clicked while a case is open and active.
is clicked on the header band of the detail view of a debit Value
item in a case.Before a check request can be exported to your accounting system, it must be created using information from Needles. You may request a check from an existing Value item. You may request full or partial payments. Needles updates the Value item information appropriately when the checks are exported by the bookkeeper. If a check request is not created from an existing Value item, a Value item is created from the check request information upon processing the request.
Users must have proper permissions to Request Checks and Export Checks.
Checks can be requested in Needles by using the Request Checks button or from an existing Value item.
A Check Request tab window will display when:
is clicked while a case is open and active.
is clicked on the header band of the detail view of a debit Value
item in a case.When no cases are currently open or active, clicking the Request Checks button on the Accounting ribbon will display the Find A Party search window. Perform a search for the selected criteria to find the Party and double-click to select a case that pertains to the desired Party.
When a case is open and active, with any tab selected, click the Request Checks button on the Accounting ribbon.
When a Value item in a case is selected, click the Request
Check button
in the gray header band on the detail view of the Value item. The Request
Check button is only available when in a ‘Debit’ Value item with a Due
amount greater than zero.
A Check Request tab window will display in detail view with the Party
and Case # from the selected case. All corresponding fields will be pre
populated in the Check Request tab entry when selected from a Value item.
However, if the Request Checks button
is clicked, no Value-related fields will be entered.
In this view, only one check may be requested at a time.
If fields have been entered and the Add 
or Request
Checks button is clicked, a
new Check Request screen will display. However, your previously entered
requests can be viewed by using the View
List 
button or by
clicking on the navigation arrows
on the header band to page thru the different requests.
The gray header band across the top of the Check Requests tab window contains options for accessing and handling check requests.
Clicking on the View List button
on the Detail View header band will display the Check Request List View
of pending check requests that have been entered but not saved (processed).
A header band is displayed showing the total number of check request items
with the total amount of the items requested. Below the header band is
the list of check request items displayed in a grid
containing the default columns: ID, Payee Name, Party Name, Case #, and
Amount. The requests grid can be filtered,
searched,
printed
or exported
to a file by clicking the hamburger 
icon in the upper left corner. Each request item will be displayed as
a row in the grid. Double-clicking a row will open the detail view of
the selected check request item.
Generally, the staff working on the case will request and process the check requests, while the accounting staff will complete the exporting process to send the requests to the accounting program.