The Scenario
You are an accounts-payable specialist. Month-end is in three days. You have 80 vendor payment rows in an Excel workbook on the Vendor Payments tab: payee name in column A, address in columns B through E, routing number in column F, account number in column G, dollar amount in column H, and approval status in column J.
Every vendor marked "Approved" gets a physical check this cycle via PostGrid. The checks need to be queued before the finance director signs off Thursday morning.
The bad version of this quarter:
- You try to find a bulk check creation option in the PostGrid dashboard
- The dashboard creates checks one at a time
- You request a Power Automate flow and learn it takes a week to build and test
- You fall back to printing checks from the accounting system manually
- The printer jams at check 34
- Thursday morning arrives with 12 vendors still unpaid and the finance director waiting.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Vendor Payments tab and calls PostGrid's cheque endpoint for every approved row, logging the returned IDs and statuses back to the workbook.
Open the SheetXAI sidebar and type:
Read the 'Vendor Payments' tab and send a PostGrid cheque for every row where column J says 'Approved'. Use payee name from column A, address from columns B through E, routing number from column F, account number from column G, and amount from column H. Use bank account ID bank_xyz. Write the returned cheque ID into column K and status into column L. Mark each processed row 'Sent' in column M.
SheetXAI filters to approved rows, creates a PostGrid cheque for each, and writes the cheque ID, status, and sent confirmation back to columns K, L, and M. The finance director can see the full queue at a glance.
What You Get
PostGrid cheque orders, logged back to the workbook for every approved vendor:
- Cheque ID — written to column K, one per approved row
- Status — written to column L so you can see what is queued vs confirmed
- Sent marker — 'Sent' written to column M so unapproved rows are visually distinct
The workbook is now both your AP ledger and your mailing record. Month-end reconciliation is column K sorted by status, not a separate PostGrid report.
Need to handle a late approval? Add one row with "Approved" in column J, give SheetXAI the same prompt, and it skips rows that already have a cheque ID in column K.
What If the Data Is Not Quite Ready
AP exports from ERP systems have formatting problems almost every time. SheetXAI handles the prep and the sends in the same prompt.
When routing and account numbers have dashes or spaces from the ERP export
The ERP wrapped routing numbers in quotes or added formatting characters. PostGrid needs plain numeric strings.
Strip any non-numeric characters from column F (routing number) and column G (account number) in the 'Vendor Payments' tab. Then create a PostGrid cheque for each row where column J says 'Approved' using bank account ID bank_xyz and write the cheque ID, status, and 'Sent' marker into columns K, L, and M.
When amounts are formatted as currency strings with dollar signs
Column H has values like "$4,200.00" that need to be plain numbers for the PostGrid API.
Remove dollar signs and commas from the values in column H of the 'Vendor Payments' tab to produce plain numeric amounts. Then create a PostGrid cheque for each row where column J says 'Approved' and write the cheque ID and status into columns K and L.
When the approved amounts need to be matched from a separate Approvals tab
The Vendor Payments tab has vendor info and routing data, but final approved amounts live in a separate Approvals tab matched by vendor name.
Match each row in the 'Vendor Payments' tab to the 'Approvals' tab by vendor name in column A. Pull the approved amount from the Approvals tab's column C. Then create a PostGrid cheque for each matched row where the Approvals tab has an amount and write the cheque ID into column K and status into column L of the Vendor Payments tab.
When amounts need cleaning, duplicate vendors exist, approval matching is required, and the sent marker needs to distinguish already-processed rows
The workbook has duplicate vendor rows from a double-run, amounts are currency strings, approvals live in a separate tab, and you want rows with existing cheque IDs in column K to be skipped automatically.
Deduplicate the 'Vendor Payments' tab by payee name in column A, keeping the row with the larger amount in column H. Strip dollar signs and commas from column H. Match each row to the 'Approvals' tab by vendor name and pull the approved amount. For rows that match and do not yet have a cheque ID in column K, create a PostGrid cheque using bank account ID bank_xyz and write the cheque ID into column K, status into column L, and 'Sent' into column M. Skip rows where column K already has a value.
The pattern: one prompt handles deduplication, formatting, approval matching, and the API calls in sequence. The workbook ends up as a clean record of the entire check run.
Try It
Get the 7-day free trial of SheetXAI and open any AP or payroll workbook, then ask it to run a PostGrid check batch. The PostGrid integration is included in every SheetXAI plan. For a related workflow, see how to send a bulk letter campaign from an Excel workbook or the PostGrid in Excel overview.