How do I adjust a check or 1099 Form?
  • 25 Apr 2023
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How do I adjust a check or 1099 Form?

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Article summary

How do I adjust the spacing on a check form or 1099 form?

Answer:
Each check style form you print has a check form associated with it.  Your default check style will be used when you print checks.  The form to be used is set-up in Tools > System Utilities > System Options in the AP section.  If you use more than one check style, you will need to set up additional forms in FIMS for the different check forms. Before setting up different forms, check to see if any of the exsisting check forms will support your needs.  

To Edit or Create a check form or 1099:

For editing existing forms: It is STRONGLY recommended that you either copy live to demo and do the adjustments in demo first OR make a copy of the check form or 1099 that you need to work with and make adjustments to the copy and test it.
 
  1. Go to Tools > System Utilities > Admin Utilities > Finance Utilities > A/P 1099 and Check Forms Maintenance.  
  2. Find the form you use in the drop down.  If you have previously modified the form, the label will probably start with "User Defined...".  If you haven't previously modified the form, find the form, open it and click Copy. 
  3. You can't directly edit the form, so click OK and leave the utility.
  4. Re-enter the utility to edit the newly created User Defined form.
Check form example. This is just an example showing X and Y coordinates. Every check form or 1099 has X and Y coordinates. you will need to find the field you need to adjust:

Here is what X and Y coordinates would look like. Again, this is just an example field:

CheckDate1=X4|YForm+2.30|L3
or
Amount=x4.2|Yform+1.50|L3

Once you have found the line, you will need to modify it to move it to a different location on the form. The values following X and Y on the live are page coordinates. X is the distance from the left side of the page, Y is the distance from the top of the page, both are in inches. Change the numbers slightly to adjust the positioning of where the box is printed.

How X and Y coordinates work:

To move a line up the page, reduce the Y value. 0.1 is about the same distance as one line height.
To move a line down the page, increase the Y value.
To move a line left, reduce the X value
To move a line right, increase the X value

Save the form and print an example for examination. Repeat adjustments using trial and error until you have everything right where you want it. 

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