Transfer a Customized Cheque/Check/Paystub/Report

By default, when you install Clarity on a new computer, you will not have any custom cheques/checks/paystubs/reports automatically installed. You will need to manually add it to your second workstation.

 

Pre-Requisites:

  • Have a custom cheque/check/paystub/report.
  • Have already installed Clarity on the second workstation.

 

Solution:

Steps:

  1. On the workstation where you have the custom cheque, open Clarity. 
  2. Navigate to Configuration > User-Defined Cheque and Paystub Layouts. 
  3. Select your custom layout from the list. 
  4. Click "Edit"
  5. Navigate to File > Save to File.... 
  6. Enter the "File Name" (remember this!). 
  7. Click "Save" to save your custom cheque as a .RTM file. 
  8. Move to your second workstation where you don't have the custom cheque. Open Clarity. 
  9. Navigate to Configuration > User-Defined Cheque and Paystub Layouts. 
  10. Click "Add"
  11. Navigate to File > Load From File. 
  12. Select the file that you created from step #5. 
  13. Navigate to File > Save. 

 

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