The Check Request program (located in Orion Desktop) is an electronic form (initiated by the front office, i.e. secretaries, paralegals, etc.) by which the accounting department is notified that a request is being made for a check to be issued in payment of items such as court fees.

Adding Check Requests

1. From the Task Tab, click Check Request.  The following screen appears:

2. From the button bar, click New. The following screen appears:

3. Fill in fields as required*.

4. When finished, click OK.

*Field Descriptions for AP Check Request Form:

General Information:

Requested By – The person requesting the check. The systems tracks the Entered By person (as the person who initiated the Check Request).

Approved By – The person who approved the request.

Payable To – The check payee, either a person, company, or court. This information is used to identify the Vendor (either new or existing) and is what prints on the Check.

Address – The check payee’s address.

Tax ID Number – The check payee’s Tax ID number

Check Amount – The amount requested for the check.

Check Needed By – The date/time the checked is needed.

Additional Info:

Client-Matter – Identifies the Matter on which behalf the request is made. Use the F8 or Look-up Buttons to locate it if you do not know it.

Use Retainer Account – If the Matter has a retainer balance and the funds are to be used in payment of the Request.

Use Trust Account – If the Matter has a trust balance and the funds are to be used in payment of the Request.

Return Options – After printing the check, the requester can ask that the check be returned to the requester, placed in the mail or be taken care of using other instructions as provided in the Description field.

Description – Identifies the purpose of the check. In addition, if the requester has used Other in your Return Options field, special instructions for the accounting department can be included here. Information entered in this field will populate the description field of the voucher.