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ScrapRight Training Guide: How to Set Up and Use Multiple Checking Accounts

ScrapRight allows users to configure and manage multiple checking accounts within the system.

This feature is especially useful for businesses that:

  • Use different bank accounts for various branches or purposes.

  • Need to maintain separate check number sequences for each account.

  • Handle both buying and selling transactions with distinct payment accounts.

This guide will show you how to set up multiple checking accounts and how to select them during a transaction.

Step-by-Step Instructions

Step 1: Log In to ScrapRight

  1. From the login screen, enter your credentials and access the ScrapRight dashboard.

  2. Once logged in, navigate to the Admin tab.

Step 2: Navigate to Configuration Settings

  1. Under the Admin tab, select Configuration.

  2. This section allows you to manage how the software operates and connects to your organization’s setup.

  3. Within Configuration, click on the Organization tab.

Step 3: Open Check Configuration

  1. On the Organization tab, scroll down on the right-hand side of the screen.

  2. Locate the section labeled Check Configuration.

  3. This is where you’ll manage your check account details.

Step 4: Add a New Checking Account

  1. Click Add Check Entry to create a new account.

  2. Enter the following details:

    • Bank Name: The name of the bank associated with the account.

    • Bank Code: The internal or reference code for that bank.

    • Account Number: The bank account number from which checks will be written.

    • Starting Check Number: The first check number in the sequence.

    • Manual Next Check: (Optional) Specify a manual check number if needed to skip or reset a sequence.

    • Account Type: Choose one of the following:

      • Buy and Sell Account

      • Buy Only Account

      • Sell Only Account

  3. Save your configuration once all details are entered.

You can repeat this process to add as many checking accounts as needed.

Step 5: Apply Checking Accounts in Transactions

Once your accounts are set up, you can use them directly during transactions.

From the Ticketing or Accounts Payable (AP) Screen:

  1. Create a new transaction as usual.

    • Enter weight and customer details.

    • Ensure the Compliance checkbox is marked.

  2. When ready to pay out the transaction, click the Payment Type drop-down menu.

  3. You will see multiple check options (e.g., Check 1, Check 2, Check 3, Check 4).

  4. Select the checking account you wish to use for this payment.

Each check type corresponds to a different checking account and has its own unique check number sequence.

Step 6: Verify Check Number Sequences

When selecting different checking accounts:

  • Each account will display its next check number in sequence.

  • Example:

    • Check 1: Next check number 654352

    • Check 2: Next check number 654353

    • Check 4: Next check number 6504

ScrapRight automatically tracks these sequences separately for each checking account.

Summary

Action Description
Admin → Configuration → Organization Access account setup options.
Check Configuration Manage all checking accounts.
Add Check Entry Create a new bank account record.
Select Account Type Define as Buy Only, Sell Only, or Buy/Sell.
Use in Ticketing/AP Screen Choose the desired account during payout.
Separate Check Sequences Each account maintains its own check numbering.

Best Practices

  • Maintain clear naming for each bank account to avoid confusion during transactions.

  • Verify the starting check number matches your physical checkbook sequence.

  • Regularly audit your check configurations to ensure they align with your accounting records.

  • Only users with administrative permissions should create or modify check configurations.

This concludes the training guide on How to Set Up and Use Multiple Checking Accounts in ScrapRight.