Check Stub Company CDEX & Adv Tabs
Written by Brandy Burch
Updated at March 13th, 2025
| CDEX Coding for State W/H | |
| CDEX Default Acct | Enter the account number to default CDEX import. |
| New Property Code | Gives the ability to override the property code that the purchaser has coded on a Oklahoma, New Mexico, Utah, Montana, North Dakota, or Colorado State Withholding entry. |
| New Line # | This allows a separate line number to be defined in Check Stub, and the withholding is placed in that line number instead of a generic miscellaneous line number. Define a purchaser setup for purchaser code CDEX to allow the import to have more than one "Other" type. |
NOTE: Pak Accounting has a CDEX code for Ad Valorem Taxes and State Withholding
| Company – Advanced Tab | |
| Advanced Tab | It is customized for exporting to Texas Bank Trust Interface. This special input screen defines the information necessary for Pak Accounting to interface with the Texas Bank. |
How to Use New Line #
To use the New Line Number feature, you must first set up a Stub Line Item. Once complete, add the new line number to the Optional New Line Number corresponding to the Company/Electronic Import (CDEX). Finally, add it to the CDEX Purchaser - Purchaser in the appropriate Purchaser Check Item order.
How to Use New Property Code
The Optional recode Property number for this W/H Tax Code field is used to recode a single line entry. Lump sum deductions for all properties by purchasers are the main reason this is used (For example, one line item for a tax deduction for all properties). The first step in using this option is to set up a property that will act as a catch-all property. Next, a Division Order will also need to be set up for the catch-all property. The property number must be entered in the Optional Recode Property Number for this W/H Tax Code field.