Using Barcode Scanners with the ONESOURCE Trust Tax-Remote Bar Code Collector Utility
Barcode scanners are typically shipped from their manufacturer with a default setting that allows the scanner to read the 29-character, Code 3 of 9 barcode that ONESOURCE Trust Tax prints. However, before you can use your barcode scanner with ONESOURCE Trust Tax, you must configure it so that a Tab character is entered after each barcode is scanned. ONESOURCE Trust Tax requires the Tab character after each barcode so that one account's barcode is distinguished from another account's barcode.
The sections below show you how to configure and use the LS3408FZ and the P460. If you are configuring and using a barcode scanner other than the LS3408FZ or P460, consult the reference guide for your specific scanner.
Using the LS3408FZ Barcode Scanner
The following topics show you how to configure and use the LS3408FZ barcode scanner:
Configuring the LS3408FZ Barcode Scanner
note
The LS Product Reference Guide shipped with the LS3408FZ barcode scanner does not have the barcodes necessary for configuring the LS3408FZ. To scan the barcodes, you will need to use an Internet search engine to locate and download the LS3408 Product Reference Guide. The barcodes and the sections to print include:
- In theMiscellaneous scanner optionssection, find theMiscellaneous scanner parametersection. Print the Prefix / Suffix Values pages.
- In theMiscellaneous scanner optionssection, findMiscellaneous scanner parametersection. Print the Scan Data Transmission Format pages.
- Print the pages in theNumeric Bar Codessection.
To configure the LS3408FZ barcode scanner:
- Set the suffix value to the Tab character. Scan theScan Suffixbarcode in the Prefix / Suffix Values pages then scan the four numeric barcodes for the digits of the Tab code in the "Numeric Bar Codes" section. The digits are 7009.
- Set the Scan Data Transmission Format. Scan the following three barcodes in the Scan Data Transmission Format pages in the following order:
- Scan Options<Data><Suffix>Enter
You are now ready to use the LS3408FZ barcode scanner with the ONESOURCE Trust Tax-Remote Bar Code Collector utility.
Using the LS3408FZ Barcode Scanner with the ONESOURCE Trust Tax-Remote Bar Code Collector Utility
To use the LS3408FZ barcode scanner with the ONESOURCE Trust Tax-Remote Bar Code Collector utility:
- Double-click the RemoteBC.exe file to open the ONESOURCE Trust Tax-Remote Bar Code Collector utility.
- SelectOptionsfrom theFilemenu.
- Set the following defaults for the ONESOURCE Trust Tax-Remote Bar Code Collector utility:DefaultDescriptionAuto SaveThis default lets you select whether you want to automatically save barcodes that are collected. If you automatically save barcodes, you can specify the time interval or the number of barcodes that are scanned before the barcodes are automatically saved.Local Bar code pathThis default indicates the folder where the collected barcodes are stored before they are transferred to ONESOURCE Trust Tax.Transfer DriveThis default indicates the folder the barcodes are saved to when a group of barcodes is transferred to ONESOURCE Trust Tax.
- Select OK to save your changes.
- Enter a name in theNamefield. You are not required to enter your Universal ID in theNamefield.
- Select the first emptyBarcode Datafield.
- Scan a barcode from a tax document generated by ONESOURCE Trust Tax. The barcode and date display in theBarcode Datafield. The cursor automatically moves to the nextBarcode Datafield and is ready for you to scan the next barcode.
- After you finish scanning the barcodes, selectTransfer Bar Codes. The collected barcodes are saved to the folder specified for theTransfer Drivedefault. If the barcodes are not transferred before the ONESOURCE Trust Tax-Remote Bar Code Collector utility is closed then the barcodes are stored in the folder indicated in theLocal Bar code pathdefault. These previously-scanned barcodes display on the Bar Code Input screen until they are transferred.
- SelectClearfrom theFilemenu if you need to remove all of the barcodes you collected from the Bar Code Input screen without transferring them.
Using the P460 Barcode Scanner
The following topics show you how to connect, charge, configure and use the P460 barcode scanner:
Connecting the P460 Barcode Scanner to a Workstation
To connect the P460 barcode scanner:
- Connect the Synapse cable into the COM 1 port (the center port) on the bottom of the cradle.
- Connect the other end of the Synapse cable to the module of the Synapse Interface Adapter.
- Connect the flying power lead of the of the Synapse cable into the receptacle on the side of the module of the Synapse Interface Adapter.
- Connect the USB keyboard cable of the Synapse Interface Adapter into any USB port on your workstation.
- Connect the power supply to the PWR SPLY port on the bottom of the cradle.
- Connect the power cord to the power supply then plug the power cord into a 110V electrical outlet. The indicator light on the cradle blinks once, indicating a successful power-up.
- The P460 barcode scanner is now connected to your workstation.
Charging the P460 Barcode Scanner's Battery
The P460 scanner has a rechargeable lithium-ion battery that provides 12 hours of cordless use. When the battery is fully depleted, the battery can be charged in approximately three and a half hours. For a battery that is in use, the scanner will emit four high-toned beeps when the battery's charge is almost fully depleted and when the trigger is pulled.
To charge the scanner's battery using the cradle:
- Make sure the cradle's power cord is properly connected to the cradle and plugged in to a 110V electrical outlet.
- Insert the scanner into the cradle so that the nose of the scanner and the tip of the handle fit into the cradle's receptacles. The indicator light displays one of the following charge statuses:Charge StatusDescriptionBlinking slowlyThe scanner is properly inserted in the cradle and the battery will begin charging shortly.Blinking rapidlyThe battery is actively charging.OnThe battery is completely charged.OffThe scanner is not in the cradle or it has not been properly inserted into the cradle. The battery is not charging.
Configuring the P460 Barcode Scanner
To complete the steps listed below, use the Synapse "Smart Cable" for USB Interface Guide and the P460/P360 Memory Scanners Product Reference Guide, which ship along with the P460 barcode scanner from the manufacturer.
To configure the P460 barcode scanner:
- If necessary, pull the trigger or press ENTER on the scanner keypad to wake up the scanner. The following screen displays on the scanner when it is awake:
- Scan the Default USB Type barcode, which is located on page 6 under the "USB Device Type" section of the Synapse "Smart Cable" for USB Interface Guide.
- Scan all nine of the ADF Rules barcodes plus the Reset Scanner barcode needed to append a Tab as a suffix. These barcodes are located on pages 3-20 and 3-21 under the123Scan Suffix Valuessection of the P460/P360 Memory Scanners Product Reference Guide.
Using the P460 to Collect and Transmit Barcodes to the ONESOURCE Trust Tax-Remote Bar Code Collector Utility
To use the P460 to collect and transmit barcodes to the ONESOURCE Trust Tax-Remote Bar Code Collector utility:
- If necessary, pull the trigger or press ENTER on the scanner keypad to wake up the scanner. The following screen displays when the scanner is awake:
- Scan a barcode from a tax document generated by ONESOURCE Trust Tax. The scanned barcode data automatically displays briefly on the scanner screen and is stored in the scanner's memory for later transmission. When the scanner screen shown above displays again, you are ready to scan the next barcode.
- After you finish scanning barcodes, double-click the RemoteBC.exe file to open the ONESOURCE Trust Tax-Remote Bar Code Collector utility.
- SelectOptionsfrom theFilemenu.
- Set the following defaults for the ONESOURCE Trust Tax-Remote Bar Code Collector utility:DefaultDescriptionAuto SaveThis default lets you select whether you want to automatically save barcodes that are collected. If you automatically save barcodes, you can specify the time interval or the number of barcodes that are scanned before the barcodes are automatically saved.Local Bar code pathThis default indicates the folder where the collected barcodes are stored before they are transferred to ONESOURCE Trust Tax.Transfer DriveThis default indicates the folder the barcodes are saved to when a group of barcodes is transferred to ONESOURCE Trust Tax.
- Select OK to save your changes. The Bar Code Input screen redisplays.
- Enter a name in theNamefield. You are not required to enter your Universal ID in theNamefield.
- Select the first emptyBarcode Datafield. Close any other open software applications. During the transmission process, the ONESOURCE Trust Tax-Remote Bar Code Collector utility must be the active screen.
- On the scanner keypad, pressFuncthen1. The following screen displays on the scanner, indicating that the scanner is ready to initiate the transfer:
- Insert the scanner into its cradle. The scanner automatically transfers the stored barcodes to the ONESOURCE Trust Tax-Remote Bar Code Collector utility. After the stored barcodes are transmitted to the host, the following screen displays on the scanner:
- Confirm that the barcodes you scanned were successfully transferred.
- Complete one of the following:
- Press ENTER on the scanner keypad to clear the transmitted barcodes from the scanner's memory. The following screen displays on the scanner:
- After the data is cleared and you insert the scanner into its cradle, the following screen displays on the scanner:
- PressBKon the scanner keypad to store the barcodes in the scanner's memory. When you pressBK, any subsequently scanned barcodes are appended to the end of the existing barcodes.
You are now ready to either scan your next set of barcodes or update the status and milestones for the accounts you scanned. To update the status and milestones.