Accounting: A/P-clearing payments, check return address + MICR gaps, dashboard fixes

Bill/vendor payments:
- Bill "Pay" and bank-register vendor debits now clear Accounts Payable
  (Dr A/P / Cr Bank) instead of re-debiting the expense, which had
  double-counted expenses in the P&L and never cleared A/P. The expense
  account is kept as a display-only category on the payment.

Checks:
- Bill-payment checks now print the return address (payer name/address)
  from the company check layout (was hardcoded blank).
- Per-segment MICR gap control (check# / routing / account) in both check
  generators, wired to Check Setup (bill payments) and the Check Layout
  editor (Print Checks). New columns: check_settings.micr_gap_1/2 and
  check_layouts/company_check_layouts.micr_gap_1/2.

Accounting Dashboard / Financial Overview:
- Date-range selector (presets + custom) drives the charts, top expenses,
  and recent transactions.
- PDF title renamed to "Financial Overview" and shows the period.
- Fixed amounts rendering as "$ 5 0 0. 0 0": the U+2212 minus sign forced
  jsPDF into a UTF-16 fallback; replaced with an ASCII hyphen (also in the
  report PDF out-of-balance line).

DB migrations applied to the project: repost_gl_on_line_item_change,
budget_actuals_accrual_owner_income, add_micr_gap_controls.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

src/components/CheckLayoutEditor.tsx

@@ -53,6 +53,8 @@ const DEFAULTS: CheckLayout = {
   font_family: "helvetica",
   field_positions: {},
   logo_url: "",
+  micr_gap_1: 3,
+  micr_gap_2: 3,
 };
 
 const FIELD_ORDER: CheckFieldKey[] = [
@@ -107,6 +109,8 @@ export default function CheckLayoutEditor({ associationId, associationName, mode
           font_family: (data as any).font_family || "helvetica",
           field_positions: ((data as any).field_positions as CheckLayout["field_positions"]) || {},
           logo_url: (data as any).logo_url || "",
+          micr_gap_1: Number((data as any).micr_gap_1 ?? 3),
+          micr_gap_2: Number((data as any).micr_gap_2 ?? 3),
         });
       } else {
         setLayoutId(null);
@@ -178,6 +182,8 @@ export default function CheckLayoutEditor({ associationId, associationName, mode
         font_family: (data as any).font_family || "helvetica",
         field_positions: ((data as any).field_positions as CheckLayout["field_positions"]) || {},
         logo_url: (data as any).logo_url || "",
+        micr_gap_1: Number((data as any).micr_gap_1 ?? 3),
+        micr_gap_2: Number((data as any).micr_gap_2 ?? 3),
       });
       toast({
         title: "Settings copied",
@@ -255,6 +261,8 @@ export default function CheckLayoutEditor({ associationId, associationName, mode
         font_family: layout.font_family || "helvetica",
         field_positions: (layout.field_positions || {}) as any,
         logo_url: layout.logo_url || null,
+        micr_gap_1: Number(layout.micr_gap_1 ?? 3),
+        micr_gap_2: Number(layout.micr_gap_2 ?? 3),
       };
       const payload: any = isCompany
         ? basePayload
@@ -412,6 +420,17 @@ export default function CheckLayoutEditor({ associationId, associationName, mode
             <Input type="number" step="0.05" value={layout.offset_y ?? 0}
               onChange={(e) => update("offset_y", Number(e.target.value))} />
           </div>
+          <div>
+            <Label>MICR gap: Check # → Routing</Label>
+            <Input type="number" min={0} step={1} value={layout.micr_gap_1 ?? 3}
+              onChange={(e) => update("micr_gap_1", Math.max(0, parseInt(e.target.value) || 0))} />
+            <p className="text-xs text-muted-foreground mt-1">Spaces between segments in the MICR line.</p>
+          </div>
+          <div>
+            <Label>MICR gap: Routing → Account</Label>
+            <Input type="number" min={0} step={1} value={layout.micr_gap_2 ?? 3}
+              onChange={(e) => update("micr_gap_2", Math.max(0, parseInt(e.target.value) || 0))} />
+          </div>
         </CardContent>
       </Card>
 

src/pages/accounting/AccountingBankingPage.tsx

@@ -256,9 +256,14 @@ export default function AccountingBankingPage() {
     const description = [partyName, coaName, memo].filter(Boolean).join(" · ");
     const category = coaName;
 
+    // A vendor payment (debit) clears Accounts Payable — the expense was already
+    // recognized when the bill was entered (accrual). Leaving coa_account_id null
+    // with the vendor set makes post_transaction_gl post Dr A/P / Cr Bank; the
+    // chosen expense account is retained as the display `category` only. Customer
+    // deposits (credits) clear A/R via customer_id, so they need no change here.
     const payload: any = {
       account_id, date, description, amount, type, category, reference: reference || null,
-      coa_account_id: coa_account_id || null,
+      coa_account_id: type === "debit" ? null : (coa_account_id || null),
       vendor_id: vendor_id || null,
       customer_id: customer_id || null,
     };

src/pages/accounting/AccountingBillsPage.tsx

@@ -329,10 +329,21 @@ export default function AccountingBillsPage() {
     const { data: billItems } = await accounting.from("bill_items").select("description,amount").eq("bill_id", payBill?.id ?? "");
     const vendorAddress = payBill?.vendors?.address ?? undefined;
 
+    // Return-address (payer) block comes from the company check layout the user
+    // configured in Settings → Check Layout. Without this, checks print no
+    // return address.
+    const { data: layout } = await supabase
+      .from("company_check_layouts")
+      .select("payer_name, payer_address, show_payer_block")
+      .maybeSingle();
+    const payerName = (layout?.payer_name || "").trim();
+    const showPayer = layout?.show_payer_block !== false;
+    const returnAddress = showPayer ? (layout?.payer_address || undefined) : undefined;
+
     const dataUrl = generateCheckPDF(
       [{
-        companyName: associationName ?? "Company",
-        companyAddress: undefined,
+        companyName: (payerName || associationName) ?? "Company",
+        companyAddress: returnAddress,
         bankName: cs?.bank_name ?? bankAccount?.name ?? undefined,
         bankAddress: cs?.bank_address ?? undefined,
         routingNumber: cs?.routing_number ?? undefined,
@@ -355,6 +366,8 @@ export default function AccountingBillsPage() {
         offsetX: (cs as any)?.offset_x ?? 0,
         offsetY: (cs as any)?.offset_y ?? 0,
         micrOffsetY: (cs as any)?.micr_offset_y ?? 0,
+        micrGap1: (cs as any)?.micr_gap_1 ?? 1,
+        micrGap2: (cs as any)?.micr_gap_2 ?? 1,
       }
     );
     const w = window.open("");
@@ -372,16 +385,24 @@ export default function AccountingBillsPage() {
       const vendorName = payBill.vendors?.name ?? "Vendor";
       const refLabel = payReference || payMethod.toUpperCase();
 
-      // 1) Bank ledger transaction — debit = money OUT of the bank (payment to vendor)
-      // Pull the primary expense account from the first bill item so the COA balance updates
-      const { data: billItems } = await accounting
-        .from("bill_items")
-        .select("account_id")
-        .eq("bill_id", payBill.id)
-        .not("account_id", "is", null)
-        .limit(1);
-      const primaryCoa = billItems?.[0]?.account_id ?? null;
+      // Expense category name(s) from the bill — shown on the payment line in the
+      // transaction journal for visibility (display only; does not affect the GL).
+      const { data: payItems } = await accounting
+        .from("bill_items").select("account_id").eq("bill_id", payBill.id).not("account_id", "is", null);
+      const payAcctIds = Array.from(new Set((payItems ?? []).map((i: any) => i.account_id)));
+      let categoryLabel = "Bill Payment";
+      if (payAcctIds.length) {
+        const { data: payAccs } = await accounting.from("accounts").select("name").in("id", payAcctIds);
+        const names = (payAccs ?? []).map((a: any) => a.name).filter(Boolean);
+        if (names.length) categoryLabel = names.join(", ");
+      }
 
+      // 1) Bank ledger transaction — debit = money OUT of the bank (payment to vendor).
+      // A bill payment must clear Accounts Payable, NOT re-hit the expense account:
+      // the expense was already recognized when the bill was entered (accrual).
+      // coa_account_id stays null with vendor_id set, so post_transaction_gl posts
+      // Dr Accounts Payable / Cr Bank (clears the payable, no second P&L hit). The
+      // expense category is stored in `category` for the journal view only.
       await accounting.from("transactions").insert({
         company_id: cid,
         account_id: payAccountId,
@@ -389,10 +410,10 @@ export default function AccountingBillsPage() {
         type: "debit",
         amount: payAmount,
         description: `Bill Payment · ${vendorName} · Bill ${payBill.number}`,
-        category: "Bill Payment",
+        category: categoryLabel,
         reference: refLabel,
-        coa_account_id: primaryCoa,          // links to expense account → updates COA balance
-        vendor_id: payBill.vendor_id ?? null, // link to vendor for reporting
+        coa_account_id: null,                  // → posts against Accounts Payable (via vendor)
+        vendor_id: payBill.vendor_id ?? null,  // required so the GL clears A/P
       });
 
       // 2) Bank balance auto-updated by DB trigger trg_sync_account_balance

src/pages/accounting/AccountingCheckSetupPage.tsx

@@ -35,6 +35,8 @@ export default function AccountingCheckSetupPage() {
   const [offsetX, setOffsetX] = useState(0);
   const [offsetY, setOffsetY] = useState(0);
   const [micrOffsetY, setMicrOffsetY] = useState(0);
+  const [micrGap1, setMicrGap1] = useState(1);
+  const [micrGap2, setMicrGap2] = useState(1);
 
   const { data: settings } = useQuery({
     queryKey: ["check-settings", cid],
@@ -67,6 +69,8 @@ export default function AccountingCheckSetupPage() {
     setOffsetX(Number(s.offset_x ?? 0));
     setOffsetY(Number(s.offset_y ?? 0));
     setMicrOffsetY(Number(s.micr_offset_y ?? 0));
+    setMicrGap1(Number(s.micr_gap_1 ?? 1));
+    setMicrGap2(Number(s.micr_gap_2 ?? 1));
   }, [settings]);
 
   const routingValid = /^\d{9}$/.test(routingNumber.replace(/\D/g, ""));
@@ -90,6 +94,8 @@ export default function AccountingCheckSetupPage() {
       offset_x: offsetX,
       offset_y: offsetY,
       micr_offset_y: micrOffsetY,
+      micr_gap_1: micrGap1,
+      micr_gap_2: micrGap2,
     }, { onConflict: "company_id" });
     setSaving(false);
     if (error) return toast.error(error.message);
@@ -130,7 +136,7 @@ export default function AccountingCheckSetupPage() {
       style: defaultStyle as any,
       position: defaultPosition as any,
       fontSize: fontSize as any,
-      offsetX, offsetY, micrOffsetY,
+      offsetX, offsetY, micrOffsetY, micrGap1, micrGap2,
     });
     const w = window.open("");
     if (w) w.document.write(`<iframe src="${dataUrl}" style="border:0;width:100%;height:100vh"></iframe>`);
@@ -141,7 +147,7 @@ export default function AccountingCheckSetupPage() {
       style: defaultStyle as any,
       position: defaultPosition as any,
       fontSize: fontSize as any,
-      offsetX, offsetY, micrOffsetY,
+      offsetX, offsetY, micrOffsetY, micrGap1, micrGap2,
     });
     const w = window.open("");
     if (w) w.document.write(`<iframe src="${dataUrl}" style="border:0;width:100%;height:100vh" onload="this.contentWindow.print()"></iframe>`);
@@ -345,6 +351,13 @@ export default function AccountingCheckSetupPage() {
             <p className="text-xs text-muted-foreground">
               Run the alignment test first, measure the offset on blank paper, then adjust here and preview again.
             </p>
+            <div className="border-t pt-3">
+              <p className="text-sm font-medium">MICR gaps <span className="text-xs font-normal text-muted-foreground">(spaces between segments)</span></p>
+              <div className="grid grid-cols-2 gap-6 mt-2">
+                <GapControl label="Check # → Routing" value={micrGap1} onChange={setMicrGap1} />
+                <GapControl label="Routing → Account" value={micrGap2} onChange={setMicrGap2} />
+              </div>
+            </div>
           </div>
 
           <div className="flex gap-2 flex-wrap">
@@ -368,6 +381,35 @@ export default function AccountingCheckSetupPage() {
   );
 }
 
+function GapControl({ label, value, onChange }: {
+  label: string; value: number; onChange: (v: number) => void;
+}) {
+  const adj = (d: number) => onChange(Math.max(0, Math.round(value + d)));
+  return (
+    <div className="space-y-1.5">
+      <p className="text-xs font-medium text-foreground">{label}</p>
+      <div className="flex items-center gap-1">
+        <button onClick={() => adj(-1)}
+          className="h-7 w-7 rounded border bg-background hover:bg-muted flex items-center justify-center font-bold text-sm shrink-0">
+          −
+        </button>
+        <Input
+          type="number"
+          min={0}
+          step={1}
+          value={value}
+          onChange={(e) => onChange(Math.max(0, parseInt(e.target.value) || 0))}
+          className="h-7 text-center font-mono text-xs"
+        />
+        <button onClick={() => adj(1)}
+          className="h-7 w-7 rounded border bg-background hover:bg-muted flex items-center justify-center font-bold text-sm shrink-0">
+          +
+        </button>
+      </div>
+    </div>
+  );
+}
+
 function OffsetControl({ label, hint, value, onChange }: {
   label: string; hint: string; value: number; onChange: (v: number) => void;
 }) {

src/pages/accounting/AccountingDashboardPage.tsx

@@ -6,8 +6,30 @@ import { useCompanyId } from "./lib/useCompanyId";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
 import { money, fmtDate } from "./lib/format";
 import { generateDashboardPdf } from "./lib/dashboardPdf";
+
+type RangePreset = "this-month" | "this-quarter" | "ytd" | "last-6-months" | "custom";
+
+function presetRange(p: RangePreset): { from: string; to: string } {
+  const now = new Date();
+  const y = now.getFullYear();
+  const iso = (d: Date) => d.toISOString().slice(0, 10);
+  const today = iso(now);
+  switch (p) {
+    case "this-month":   return { from: iso(new Date(y, now.getMonth(), 1)), to: today };
+    case "this-quarter": return { from: iso(new Date(y, Math.floor(now.getMonth() / 3) * 3, 1)), to: today };
+    case "ytd":          return { from: `${y}-01-01`, to: today };
+    case "custom":       return { from: `${y}-01-01`, to: today };
+    case "last-6-months":
+    default: {
+      const s = new Date(y, now.getMonth() - 5, 1);
+      return { from: iso(s), to: today };
+    }
+  }
+}
 import {
   Receipt, FileText, Landmark, ArrowUpRight, ArrowDownRight, Loader2, FileDown,
 } from "lucide-react";
@@ -31,15 +53,19 @@ export default function AccountingDashboardPage({ association }: { association?:
   const logoUrl = (assocMeta as any)?.logo_url || null;
   const [exporting, setExporting] = useState(false);
 
+  // Date range for the charts + recent transactions (receivables/payables/cash
+  // remain current snapshots — they are point-in-time by nature).
+  const [preset, setPreset] = useState<RangePreset>("last-6-months");
+  const [range, setRange] = useState(() => presetRange("last-6-months"));
+  const from = range.from;
+  const to = range.to;
+  const applyPreset = (p: RangePreset) => { setPreset(p); if (p !== "custom") setRange(presetRange(p)); };
+  const rangeLabel = `${fmtDate(from)} – ${fmtDate(to)}`;
+
   const { data } = useQuery({
-    queryKey: ["dashboard", cid],
+    queryKey: ["dashboard", cid, from, to],
     enabled: !!cid,
     queryFn: async () => {
-      const sixMonthsAgo = new Date();
-      sixMonthsAgo.setMonth(sixMonthsAgo.getMonth() - 5);
-      sixMonthsAgo.setDate(1);
-      const sinceIso = sixMonthsAgo.toISOString().slice(0, 10);
-
       const [inv, bills, tx, acc] = await Promise.all([
         accounting.from("invoices").select("total,status,issue_date").eq("company_id", cid),
         accounting.from("bills").select("total,status,issue_date").eq("company_id", cid),
@@ -47,8 +73,10 @@ export default function AccountingDashboardPage({ association }: { association?:
           .from("transactions")
           .select("amount,type,date,description,category,reference")
           .eq("company_id", cid)
+          .gte("date", from)
+          .lte("date", to)
           .order("date", { ascending: false })
-          .limit(10),
+          .limit(50),
         accounting.from("accounts").select("balance,is_bank").eq("company_id", cid),
       ]);
 
@@ -78,28 +106,32 @@ export default function AccountingDashboardPage({ association }: { association?:
         }
       }
 
-      // 6 month income/expense
+      // Income/expense by month across the selected range
       const months: { key: string; label: string; income: number; expense: number }[] = [];
-      const now = new Date();
-      for (let i = 5; i >= 0; i--) {
-        const d = new Date(now.getFullYear(), now.getMonth() - i, 1);
+      const cursor = new Date(`${from}T00:00:00`);
+      cursor.setDate(1);
+      const lastMonth = new Date(`${to}T00:00:00`);
+      lastMonth.setDate(1);
+      while (cursor <= lastMonth && months.length < 36) {
         months.push({
-          key: `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}`,
-          label: d.toLocaleString("en-US", { month: "short" }),
+          key: `${cursor.getFullYear()}-${String(cursor.getMonth() + 1).padStart(2, "0")}`,
+          label: cursor.toLocaleString("en-US", { month: "short", year: "2-digit" }),
           income: 0,
           expense: 0,
         });
+        cursor.setMonth(cursor.getMonth() + 1);
       }
       const bucket = (date: string) => date.slice(0, 7);
+      const inWin = (d?: string | null) => !!d && d >= from && d <= to;
       for (const i of invoices) {
-        if (i.issue_date && i.issue_date >= sinceIso) {
-          const m = months.find((x) => x.key === bucket(i.issue_date));
+        if (inWin(i.issue_date)) {
+          const m = months.find((x) => x.key === bucket(i.issue_date!));
           if (m) m.income += Number(i.total);
         }
       }
       for (const b of billsArr) {
-        if (b.issue_date && b.issue_date >= sinceIso) {
-          const m = months.find((x) => x.key === bucket(b.issue_date));
+        if (inWin(b.issue_date)) {
+          const m = months.find((x) => x.key === bucket(b.issue_date!));
           if (m) m.expense += Number(b.total);
         }
       }
@@ -124,7 +156,7 @@ export default function AccountingDashboardPage({ association }: { association?:
         counts,
         months,
         topExpenses,
-        recent: txAll,
+        recent: txAll.slice(0, 15),
       };
     },
   });
@@ -175,8 +207,28 @@ export default function AccountingDashboardPage({ association }: { association?:
       <div className="flex items-start justify-between gap-4">
         <div>
           <h1 className="text-2xl font-semibold tracking-tight">Dashboard</h1>
-          <p className="text-sm text-muted-foreground">{associationName}</p>
+          <p className="text-sm text-muted-foreground">{associationName} · {rangeLabel}</p>
         </div>
+        <div className="flex items-center gap-2 flex-wrap justify-end">
+          <Select value={preset} onValueChange={(v) => applyPreset(v as RangePreset)}>
+            <SelectTrigger className="h-9 w-[150px]"><SelectValue /></SelectTrigger>
+            <SelectContent>
+              <SelectItem value="this-month">This Month</SelectItem>
+              <SelectItem value="this-quarter">This Quarter</SelectItem>
+              <SelectItem value="ytd">Year to Date</SelectItem>
+              <SelectItem value="last-6-months">Last 6 Months</SelectItem>
+              <SelectItem value="custom">Custom</SelectItem>
+            </SelectContent>
+          </Select>
+          {preset === "custom" && (
+            <div className="flex items-center gap-1">
+              <Input type="date" value={from} className="h-9 w-[140px]"
+                onChange={(e) => setRange((r) => ({ ...r, from: e.target.value }))} />
+              <span className="text-muted-foreground text-xs">to</span>
+              <Input type="date" value={to} className="h-9 w-[140px]"
+                onChange={(e) => setRange((r) => ({ ...r, to: e.target.value }))} />
+            </div>
+          )}
           <Button
             variant="outline"
             size="sm"
@@ -186,7 +238,7 @@ export default function AccountingDashboardPage({ association }: { association?:
               if (!data) return;
               setExporting(true);
               try {
-              await generateDashboardPdf({ companyName: associationName ?? "Company", logoUrl, currency: c, data });
+                await generateDashboardPdf({ companyName: associationName ?? "Company", logoUrl, currency: c, data, rangeLabel });
               } finally {
                 setExporting(false);
               }
@@ -195,6 +247,7 @@ export default function AccountingDashboardPage({ association }: { association?:
             {exporting ? <Loader2 className="h-4 w-4 animate-spin" /> : <FileDown className="h-4 w-4" />} Export PDF
           </Button>
         </div>
+      </div>
 
       {/* Cash flow summary */}
       <div className="grid gap-4 md:grid-cols-3">

src/pages/accounting/lib/checkPdf.ts

@@ -51,6 +51,10 @@ export type CheckPrintOptions = {
   offsetY?: number;
   /** Extra vertical shift for the MICR line only (fine-tune for check stock) */
   micrOffsetY?: number;
+  /** Spaces between MICR check# and routing segments (default 1) */
+  micrGap1?: number;
+  /** Spaces between MICR routing and account segments (default 1) */
+  micrGap2?: number;
 };
 
 // ── Constants ────────────────────────────────────────────────────────────────
@@ -71,12 +75,15 @@ const CHECK_H   = SECTION_H;   // check occupies the full top section
 // Format matches reference check: C000000305C A263191387A 1100034740184C
 //   C{check#}C  A{routing}A  {account}C
 
-function buildMicr(routing: string, account: string, checkNum: number): string {
+function buildMicr(routing: string, account: string, checkNum: number, gap1 = 1, gap2 = 1): string {
   const r = (routing ?? "").replace(/\D/g, "").slice(0, 9);
   const a = (account ?? "").replace(/\D/g, "");
   const c = String(checkNum).padStart(9, "0");
   if (!r && !a) return "";
-  return `C${c}C A${r}A ${a}C`;
+  const g1 = " ".repeat(Math.max(0, Math.round(gap1)));
+  const g2 = " ".repeat(Math.max(0, Math.round(gap2)));
+  // C{check#}C  {gap1}  A{routing}A  {gap2}  {account}C
+  return `C${c}C${g1}A${r}A${g2}${a}C`;
 }
 
 // ── Fill a line to width with a pad character (for written-amount security) ─
@@ -103,7 +110,7 @@ function hline(doc: jsPDF, x1: number, y: number, x2: number, w = 0.006, gray =
 
 // ── Check face ───────────────────────────────────────────────────────────────
 
-function drawCheck(doc: jsPDF, originY: number, c: CheckData, ox = 0, micrOy = 0) {
+function drawCheck(doc: jsPDF, originY: number, c: CheckData, ox = 0, micrOy = 0, micrGap1 = 1, micrGap2 = 1) {
   const y = (dy: number) => originY + dy;
   const x = (dx: number) => dx + ox; // Apply global X offset to every horizontal coordinate
 
@@ -270,7 +277,9 @@ function drawCheck(doc: jsPDF, originY: number, c: CheckData, ox = 0, micrOy = 0
   const micr = buildMicr(
     (c.routingNumber ?? "").replace(/\D/g, ""),
     (c.accountNumber ?? "").replace(/\D/g, ""),
-    c.checkNumber
+    c.checkNumber,
+    micrGap1,
+    micrGap2
   );
 
   if (micr) {
@@ -351,19 +360,21 @@ export function generateCheckPDF(checks: CheckData[], opts: CheckPrintOptions):
   const ox = opts.offsetX ?? 0;
   const oy = opts.offsetY ?? 0;
   const micrOy = opts.micrOffsetY ?? 0;
+  const g1 = opts.micrGap1 ?? 1;
+  const g2 = opts.micrGap2 ?? 1;
 
   checks.forEach((c, idx) => {
     if (idx > 0) doc.addPage();
 
     if (opts.style === "voucher") {
-      drawCheck(doc, 0 + oy, c, ox, micrOy);
+      drawCheck(doc, 0 + oy, c, ox, micrOy, g1, g2);
       drawStub(doc, SECTION_H + oy, c, ox);
       drawStub(doc, SECTION_H * 2 + oy, c, ox);
     } else {
       let posY = 0;
       if (opts.position === "middle") posY = PH / 2 - CHECK_H / 2;
       if (opts.position === "bottom") posY = PH - CHECK_H;
-      drawCheck(doc, posY + oy, c, ox, micrOy);
+      drawCheck(doc, posY + oy, c, ox, micrOy, g1, g2);
     }
   });
 

src/pages/accounting/lib/dashboardPdf.ts

@@ -109,6 +109,7 @@ export async function generateDashboardPdf(opts: {
   logoUrl?: string | null;
   currency?: string;
   data: DashboardPdfData;
+  rangeLabel?: string;
 }) {
   const { companyName, data } = opts;
   const currency = opts.currency || "USD";
@@ -120,8 +121,11 @@ export async function generateDashboardPdf(opts: {
   const logo = await loadBrandedLogo(opts.logoUrl);
   let y = drawBrandedHeader(doc, {
     logo,
-    title: "Accounting Dashboard",
-    metaLines: [{ label: "Properties:", value: companyName }],
+    title: "Financial Overview",
+    metaLines: [
+      { label: "Properties:", value: companyName },
+      ...(opts.rangeLabel ? [{ label: "Period:", value: opts.rangeLabel }] : []),
+    ],
   });
 
   // ── Summary cards ──
@@ -194,7 +198,7 @@ export async function generateDashboardPdf(opts: {
       t.description ?? "",
       t.category ?? "—",
       t.reference ?? "—",
-      `${t.type === "credit" ? "+" : "−"}${money(Math.abs(Number(t.amount || 0)), currency)}`,
+      `${t.type === "credit" ? "+" : "-"}${money(Math.abs(Number(t.amount || 0)), currency)}`,
     ]),
     styles: { font: "helvetica", fontSize: 8, textColor: TEXT, lineColor: [225, 228, 232], lineWidth: 0.1 },
     headStyles: { fillColor: [237, 239, 242], textColor: TEXT, fontStyle: "bold" },

src/pages/accounting/lib/reportPdf.ts

@@ -236,7 +236,7 @@ function buildReport(doc: jsPDF, report: StructuredReport, opts: RenderOpts): js
     doc.setFont("helvetica", "bold"); doc.setFontSize(9.5); doc.setTextColor(...txt);
     const msg = ok
       ? "Balance Sheet is balanced"
-      : `Balance Sheet is OUT OF BALANCE by ${fmtAmount(report.outOfBalanceAmount ?? 0)} (Assets − Liabilities − Equity)`;
+      : `Balance Sheet is OUT OF BALANCE by ${fmtAmount(report.outOfBalanceAmount ?? 0)} (Assets - Liabilities - Equity)`;
     doc.text(msg, ML + 8, y + 14);
     y += 28;
   }

src/utils/checkPdfGenerator.ts

@@ -93,6 +93,10 @@ export interface CheckLayout {
   field_positions?: Partial<Record<CheckFieldKey, CheckFieldPosition>> | null;
   /** New: optional logo image URL printed on the check. */
   logo_url?: string | null;
+  /** Spaces between MICR check# and routing segments (default 3). */
+  micr_gap_1?: number | null;
+  /** Spaces between MICR routing and account segments (default 3). */
+  micr_gap_2?: number | null;
 }
 
 /* ------------------------------------------------------------------ */
@@ -200,14 +204,16 @@ function registerMicrFont(doc: jsPDF) {
   doc.addFont("MICRCHECK.ttf", "MICRCHECK", "normal");
 }
 
-export function formatMicrLine(routing: string, account: string, checkNumber: string): string {
+export function formatMicrLine(routing: string, account: string, checkNumber: string, gap1 = 3, gap2 = 3): string {
   const r = (routing || "").replace(/\D/g, "");
   const a = (account || "").replace(/\D/g, "");
   const c = (checkNumber || "").replace(/\D/g, "");
   // Pad check number with leading zeros to 9 digits
   const paddedCheck = c.padStart(9, "0");
-  // Order: check number (on-us), space, transit/routing, space, account
-  return `${MICR_ON_US}${paddedCheck}${MICR_ON_US}   ${MICR_TRANSIT}${r}${MICR_TRANSIT}   ${a}${MICR_ON_US}`;
+  const g1 = " ".repeat(Math.max(0, Math.round(gap1)));
+  const g2 = " ".repeat(Math.max(0, Math.round(gap2)));
+  // Order: check number (on-us), gap1, transit/routing, gap2, account
+  return `${MICR_ON_US}${paddedCheck}${MICR_ON_US}${g1}${MICR_TRANSIT}${r}${MICR_TRANSIT}${g2}${a}${MICR_ON_US}`;
 }
 
 export function amountToWords(amount: number): string {
@@ -462,7 +468,7 @@ function drawCheckSection(
   if (includeMicr && c.bank_routing_number && c.bank_account_number) {
     const p = px("micr");
     if (p.visible !== false) {
-      const micr = formatMicrLine(c.bank_routing_number, c.bank_account_number, c.check_number || "");
+      const micr = formatMicrLine(c.bank_routing_number, c.bank_account_number, c.check_number || "", layout.micr_gap_1 ?? 3, layout.micr_gap_2 ?? 3);
       doc.setFont("MICRCHECK", "normal").setFontSize(p.font_size || 12);
       doc.text(micr, p.X, p.Y);
     }