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Organize FileCabinet CS documents by category

Follow these steps to sort your documents by service and date in FileCabinet CS:
  1. Go to the
    Firm
     screen.
  2. Select the
    Preferences
     tab.
  3. Mark
    Organize by Category
     in the FileCabinet CS options section.
note
This change only affects new documents. Existing files will stay in their current structure. For consistency, we suggest making this change at the beginning of a new processing period.
  • When printing multiple check types, the 1st check determines the category.
  • Organizing by category overrides profile stapling when printing to FileCabinet CS.
The following table explains how reports and checks are categorized when sent to FileCabinet CS.
Report type
Checks
Category in FileCabinet CS
Firm
: Includes client reports, impound reports, payroll processing schedules, sales tax reports, staff-related reports, and tickmark list.
note
All firm reports for Workpapers also go to this category.
N/A
FIRMADMIN
 (separate drawer/client in FileCabinet CS)
Accounting
: Includes account grouping reports, bank account reports, Chart of Accounts reports, consolidation reports, general ledger reports, tax reports, Trial Balance reports, vendor reports, and more.
Payee checks, Trade vendor checks, Firm vendor checks
Accounting
Accounts Payable
: Includes aging reports, cash requirements, payable and payment lists, and purchase journals.
Accounts payable checks
Accounting
Accounts receivable
: Includes aging reports, customer activity and lists, invoice and payment lists, and sales reports.
N/A
Accounting
Accounts Receivable invoices
N/A
Accounting
Payroll
: Includes 1099 activity reports, accruable benefits reports, cash requirement and deposit reports, general payroll reports, lists, worksheets, journals, tax reports, unprinted payroll check reports, vendor reports, employee reports, and more.
1099 Recipient checks, Firm vendor checks (for payroll liabilities), Tax Agent and Payroll Agent checks
Payroll
Billing Invoices
N/A
Payroll
Payroll Tax forms
N/A
Payroll Tax forms
Financial Statements
N/A
Financial Statements
Letters
N/A
Accounting
Engagement binder
: Includes Excel workpapers, Word documents, PDFs, PPC documents and checklists, and much more.
N/A
Workpapers

This article applies to:

  • Product: Workpapers CS
  • Subject: Integration

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