--- title: How to enter a check? description: This article discusses how to enter checks, manually, for money received from a client. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-enter-a-check#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en) 3. [Register](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#register) October 9, 2026 # How to enter a check? ## This article discusses how to enter checks, manually, for money received from a client. If the funds received apply to **more than one client**, you can use the**[Split](https://help.themortgageoffice.com/knowledge/how-to-enter-a-check#split) Information** section to distribute the amount among multiple clients. ### To enter a check: - Click the ![users](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/users.png?width=15&height=15&name=users.png) **Trust Accounts** drop-down in the left panel of The Mortgage Office®. - From the list of Trust Accounts that are listed, **select** the **trust account** drop-down to enter a check into. - From that drop-down, click **All.**  - You can also click any one of the client **names** under All to enter a check **directly** in a client's ledger. - Click ![action](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/action.png?width=16&height=16&name=action.png) from the available options on the top panel and select ![money-check-dollar-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/money-check-dollar-solid.png?width=15&height=15&name=money-check-dollar-solid.png) **Enter Check** from the menu. - Enter the following information: | **Field:** | **Description:** | | --- | --- | | **From Client** | Enter the **client** account. Once a valid client account is entered, the client's name and address are displayed. TIP: Enter the client account number, or click **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-3.png?width=20&height=22&name=image-png-3.png)**, to open a lookup window and select a client from the list. For more details see [How to Use Lookup Windows](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hs_preview=ZvxqWlVz-116799074672&hsLang=en). TIP: The client account, name, and address are automatically populated when entering transactions directly from a client's ledger. | | **Pay to the Order of** | Enter the account number of the **payee** providing the funds.   TIPS: - If the payee does not already have an account, you may create one at this time by selecting the **New Payer** hyperlink. - If the funds were received from the client into whose account the funds are being checked, you can simply click the **From Client** hyperlink to copy the client's information. | | **No.** | If you are typing a hand-written check, enter the check **number**. (Maximum of 10 numeric characters) TIP: This field is only available for handwritten checks. | | **Date** | Enter the **date** of the check. TIP: Unless this is a handwritten check, this date will be **replaced** when the check is actually printed. | | **Amount** | Type the **amount** of the check. | | **Memo** | Type any information or **memo** that you want to be printed on the check. (Maximum of 255 characters) | | **![Empty Radio button circle, no border](https://help.themortgageoffice.com/hs-fs/hubfs/Empty%20Radio%20button%20circle%2c%20no%20border.png?width=12&height=12&name=Empty%20Radio%20button%20circle%2c%20no%20border.png) Release** | Select **Release** to mark the check for printing. NOTE: When this is checked, the **No.** field is disabled, and the word **Print** is displayed. | | **![Empty Radio button circle, no border](https://help.themortgageoffice.com/hs-fs/hubfs/Empty%20Radio%20button%20circle%2c%20no%20border.png?width=12&height=12&name=Empty%20Radio%20button%20circle%2c%20no%20border.png) Immediate** | Select **Immediate** to auto-select this check the next time you [Select & Print Checks.](https://help.themortgageoffice.com/knowledge/how-to-select-and-print-checks?hsLang=en) NOTE: The **No.** field is disabled and the word **Immediate** is displayed. | | **![Empty Radio button circle, no border](https://help.themortgageoffice.com/hs-fs/hubfs/Empty%20Radio%20button%20circle%2c%20no%20border.png?width=12&height=12&name=Empty%20Radio%20button%20circle%2c%20no%20border.png) Hold** | Select **Hold** to avoid printing a check until you release it. NOTE: The **No.** field is disabled and the word **Hold** is displayed. | | **![Empty Radio button circle, no border](https://help.themortgageoffice.com/hs-fs/hubfs/Empty%20Radio%20button%20circle%2c%20no%20border.png?width=12&height=12&name=Empty%20Radio%20button%20circle%2c%20no%20border.png) Written** | Select **Written** to indicate the check is handwritten or has already been printed. NOTE: The **No.** field is enabled so you can then enter a **check number**. | | ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-May-29-2023-06-47-55-9680-PM.png?width=62&height=21&name=image-png-May-29-2023-06-47-55-9680-PM.png) | Click ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-May-29-2023-06-47-55-9680-PM.png?width=62&height=21&name=image-png-May-29-2023-06-47-55-9680-PM.png) to optionally enter **check stub** information. TIP: This button is only enabled for **single-split** checks. TIP: The stub detail is **printed** on the check's stub. TIP: The total amount of the stub **must equal** the amount of the check. | ### To split the check: - In the Split Information section, click ![ACTIONS with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/ACTIONS%20with%20button%20border%20outline.png?width=83&height=21&name=ACTIONS%20with%20button%20border%20outline.png) **Actions**, then ![Add new PLUS sign w border\_r-PNG](https://help.themortgageoffice.com/hs-fs/hubfs/Add%20new%20PLUS%20sign%20w%20border_r-PNG.png?width=45&height=25&name=Add%20new%20PLUS%20sign%20w%20border_r-PNG.png) **New** or ![Table pencil Edit icon with border\_r-PNG](https://help.themortgageoffice.com/hs-fs/hubfs/Table%20pencil%20Edit%20icon%20with%20border_r-PNG.png?width=48&height=25&name=Table%20pencil%20Edit%20icon%20with%20border_r-PNG.png) **Edit** to add or modify a split. - **Enter** or **edit** the information below then click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=69&height=28&name=OK.png) **OK** to save the split, or ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=71&height=28&name=CANCEL.png) **Cancel** to abort. | **Field:** | **Description:** | | --- | --- | | **Account** | Enter the client account. TIP: Enter the client account number, or click ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-3.png?width=17&height=20&name=image-png-3.png), to open a lookup window and select a client from the list. For more details see [How to Use Lookup Windows.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hs_preview=ZvxqWlVz-116799074672&hsLang=en) | | **Client Name** | Once a valid client account is entered, the client's name and address are displayed. This is a read-only field. | | **Memo** | You may enter a **memo** to further identify this transaction. (Maximum of 255 characters) TIP: Split memos are only displayed in the **Splits** control or when viewing transactions from the client's ledger. | | **Category** | You may select a **category** for this split. The available options are: - None - Impound - Reserve | | **Amount** | Enter the **amount** of the split. | - Click ![ACTIONS with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/ACTIONS%20with%20button%20border%20outline.png?width=83&height=21&name=ACTIONS%20with%20button%20border%20outline.png) **Actions** then ![delete](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/delete.png?width=15&height=15&name=delete.png) **Delete** to remove a split or click ![refresh](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/refresh.png?width=15&height=15&name=refresh.png) **Clear Splits** to clear the splits. - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=66&height=27&name=OK.png) **OK** to save the check or ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=66&height=26&name=CANCEL.png) **Cancel** to abort. - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - 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