Print documents from the application
Use the
Print
window to specify 1 or more outputs (such as printer, FileCabinet CS,
or file) for printing reports, checks, forms
, client invoices, AR deposit slips, or customer invoices, and statements
.Page numbering options
You can define page numbering options when you print multiple reports or report profiles. Note that this option is not available when printing from the
Print Preview
screen. When printing from the Print Preview
screen, you can define page ranges across multiple reports displayed in the preview.You can access the
Print
window from any of the following screens and windows:- Print Reportsscreen: Select 1 or more reports, and then selectPrint Selected.
- Print Checksscreen: Select 1 or more checks, and then selectPrint Selected.
- Print Billing Invoicesscreen: Select 1 or more invoices, and then selectPrint.
- Enter Transactionsscreen:
- SelectFile,Print Current Check, thenPrint Current Checkon the toolbar, or press Ctrl + P to print a single payroll check, regular check, or accounts payable check.
- SelectFile,Print Current Deposit Slip, then selectPrint Current Deposit Slipon the toolbar, or press Ctrl + D to print a single AR deposit slip.
- Process Payroll Tax Formsscreen: Select the forms thenProcess Selected.
- Edit Payroll Tax Formsscreen: SelectProcess Client Forms, and in theProcess Client Formswindow, select 1 or more forms then selectProcess Selected.
- Manage Paymentsscreen: Select theRapidtab, select the payables and payments to apply, then selectPay/Print.
- Print Accounts Receivable Formsscreen: Select invoices and statements thenPrint Selected.
- Enter Invoicesscreen: Enter or select the invoice to print, then selectPrint.
- Enter Depositsscreen: Choose the AR deposit you want to print the deposit slip for, then selectPrint.
- Report Designer: Select a report, chooseFile,Print, thenOK.
- Layout Designer: Select a layout, chooseFile,Print sample, thenPrint.
- Engagement Binders Tree portlet of the Workpapers Dashboard: SelectPrintor right-click a briefcase in the tree view and choosePrint.
Complete payroll output options
When using the Complete payroll output feature, this window contains 3 tabs reflecting options available in the
Print Checks
, Print Reports
, and Print Billing Invoices
windows.Page numbering
The option to print multiple reports and report profiles with continuous page numbering is available via the Print Reports screen or Report Designer.
Mark the
Continue page numbering across the reports/profiles
checkbox and select a starting page number to apply continuous page numbering across multiple reports or in report profiles.Otherwise, page numbering will restart at 1 for each report.
Output to printer
Options available when the
Output to printer
checkbox is marked:- Source printer: Select a printer that's available locally or from your network.
- Number of copies: Enter the number of copies to print.
- Duplex: Mark this checkbox to enable duplex printing.
- Page range: You can choose to print All, the Current page, or a range of Pages. To define the page range when printing a multi-page document, you'll need to selectPreview SelectedthenPrintin the toolbar of thePrint Previewscreen to open thePrintwindow. Mark theOutput to printercheckbox to select the page range that you want to print.
note
When you print payroll tax forms, the
Filing copy
and Client copy
checkboxes are available in this section.
- Filing copy: When this checkbox is marked, the application prints forms that have a filing method of paper, pre-printed, or web fill-in and queues forms using all other filing methods, making them available to process in the appropriate screen.
- Client copy: When this checkbox is marked, the application prints a paper client copy of the forms, regardless of the filing method that was selected.
Output to FileCabinet CS
If licensed, mark this checkbox to send documents to FileCabinet CS. Options for filing and client copies are available when printing payroll tax forms.
You can also mark the
Send to NetClient CS Document Presentation
checkbox to send a static document to the NetClient CS portal.Output to Onvio Documents
If licensed, mark this checkbox to send documents to Onvio Documents, choosing a file format. Set up default folder mappings via the window.
Output to GoFileRoom
If licensed, mark this checkbox to send documents to GoFileRoom, choosing a file format. Map GoFileRoom Indexes via the window.
Output to Engagement CS
If licensed, mark this checkbox to send documents to Engagement CS. Options for filing and client copies are available when printing payroll tax forms.
Output to File
Mark this checkbox to print to a file or export to Excel. Available file formats include PDF, HTML, RTF, TXT, TIF, XLS, and XLSX. Options for filing and client copies are available when printing payroll tax forms.
Mark all as not processed
This checkbox is available for form printing only. Mark it to keep the status of the payroll tax form as Not processed after completion.
Exclude from billing
Mark this checkbox to exclude forms or checks from billing clients. If not marked, fees will be assessed when you select
OK
.