Set up checkbooks Verifying the checkbook information Follow these steps to set up a new checkbook and/or verify that the
checkbook information is complete and correct.
1. In CBS, choose Checkbook / Setup.
2. In the Checkbook Setup window, enter the name of the checkbook or
select the name from the drop-down list. You can also click the
checkbook name in the listview pane at the bottom of the window.
3. Enter or verify the general checkbook information.
4. You must select a check layout for all new checkbooks transferred
from CSA. For each applicable check type, select a corresponding
check layout from the drop-down list.
5. If the client will be using the CBS online banking features, click the
