Tracking Your Mail Service Requests

Awaiting Print
-Displays when the Mail Service request is received but printing has not started.
Preparing Print
-Displays when the individual recipient packages are being prepared for printing.
Printing
-Displays when the account's recipient package is being printed.
Shipped
-Displays only momentarily as records are updated.

Creating Custom Registers for Tracking Your Mail Service Requests

From the Register Listing page, select Modify Register Properties for the
Currently Printing
,
Shipment History
or
Shipment Tracking
base register.
Open the
Information
collapsible section.
Change the name in the
Register Name
field to the name for your custom register. Select the register scope from the
Scope
drop-down list. Select
Save As
. You can change the information in any of the other fields listed under the
Information
collapsible section before you select
Save As
.
Add or delete register columns.
Select
Save
.
If you want, add a filter to help you find the accounts in your ONESOURCE Trust Tax database where a Mail Service request was submitted. To add the filter:
Select the
Detail Filter(s)
column.
Select
And
from the
Condition
drop-down list in the row that includes the text, "Please select here to add new row." If this is the first filter for the register, leave the
Condition
drop-down list empty.
Select
Delivery
from the first
Column
drop-down list.
Select
Equal to
from the
Operator
drop-down list.
Select
User Value
from the
Value Type
drop-down list.
Enter
Mail Service
in the
Value
field.
Press TAB until you move off the row. The filter is added.
Select
Save
.
Select
REGISTERS
to return to the Register Listing page.