Use the Print dialog to specify one or more outputs (such as printer, file, FileCabinet CS) for printing checks (or sample checks in the Layout Designer), client invoices, reports, forms (or sample forms in the Layout Designer), AR deposit slips, or customer invoices and statements.
You can also define page numbering options when you print multiple reports or report profiles. Note, however, that this option is not available when printing from the Print Preview screen. When you choose to print from the Print Preview screen you can define page ranges across multiple reports that are displayed in the preview.
You can access the Print dialog from any of the following screens and dialogs.
- Print Reports screen: Select one or more reports, and then click the Print Selected button.
- Print Checks screen: Select one or more checks, and then click the Print Selected button.
- Print Billing Invoices screen: Select one or more invoices, and then click the Print button.
- Enter Transactions screen
- Choose File > Print Current Check, click the Print Current Check
button on the toolbar, or press CTRL+P to print a single payroll check, regular check, or accounts payable check.
- Choose File > Print Current Deposit Slip, click the Print Current Deposit Slip
button on the toolbar, or press CTRL+D to print a single AR deposit slip.
- Process Payroll Tax Forms screen: Select one or more forms, and then click the Process Selected button.
- Edit Payroll Tax Forms screen: Click the Process Client Forms
button, and in the Process Client Forms dialog select one or more forms and click the Process Selected button.
- Manage Payments screen: Click the Rapid tab, select the payables and payments to apply, and then click the Pay/Print button.
- Print Accounts Receivable Forms screen: Select the invoices and statements to print, and then click the Print Selected button.
- Enter Invoices screen: Enter or select the invoice to print, and then click the Print button.
- Enter Deposits screen: Choose the AR deposit for which to print the deposit slip, and then click the Print button.
- Report Designer: Select a report to display in the workspace, choose File > Print to open the Options dialog, choose the applicable print options, and then click OK.
- Layout Designer: Select a layout to display in the workspace, choose File > Print sample to open the Print Sample dialog, and then click the Print button.
- Engagement Binders Tree portlet of the Workpapers Dashboard: Click the Print
button or right-click a briefcase in the tree view and choose Print.
See also: Printing from the Workpapers Dashboard
Complete payroll output options
When you use the Complete payroll output feature, this dialog will contain three tabs, which reflect the options available in the Print Checks, Print Reports, and Print Billing Invoices dialogs. For more information about the Complete payroll output feature, please refer to the Automating payroll tasks topic.
Fields & buttons
The option to print multiple reports and report profiles with continuous page numbering is available via the Print Reports screen or Report Designer, but is not available in other print areas of the application such as, Print checks, tax forms, invoices, and so forth.
Note: This option is unavailable (grayed) when printing from the Print Preview screen.
Mark the Continue page numbering across 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.
The following options in this section are available only when the Output to printer checkbox is marked.
- Source printer. Select a printer that is 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 must click the Preview Selected button and then click the Print button in the toolbar of the Print Preview screen to open the Print dialog. Mark the Output to printer checkbox 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 (Process Internet/Magnetic Files or Process Electronic Forms).
- 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.
If you are licensed for FileCabinet CS, mark this checkbox to send your documents to FileCabinet CS when you print. When this checkbox is marked, you can also mark the Send to NetClient CS Document Presentation checkbox to send a static document to the NetClient CS portal. For further information on setting up a NetClient CS account see, Setting up a client for Accounting CS Client Access.
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 to FileCabinet CS the 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 (Process Internet/Magnetic Files or Process Electronic Forms).
- Client copy. When this checkbox is marked, the application prints a paper client copy of the forms to FileCabinet CS, regardless of the filing method that was selected.
If you are licensed for Onvio, mark this checkbox to send your documents to Onvio Documents. You must also choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the drop-down list.
Notes
- Before you can print to Onvio Documents, you can set up default folder mappings to which your output will be sent to Onvio Documents via the Setup > Onvio Documents > Folder Mapping dialog.
- 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 to Onvio Documents the 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 (Process Internet/Magnetic Files or Process Electronic Forms).
- Client copy. When this checkbox is marked, the application prints a paper client copy of the forms to Onvio Documents, regardless of the filing method that was selected.
If you are licensed for GoFileRoom, mark this checkbox to send your documents to GoFileRoom. You must also choose a file format (*.pdf, *.rtf, *.txt, or *.xls) from the drop-down list.
Notes
- Before you can print to GoFileRoom, you must first map your GoFileRoom Indexes to fields in Accounting CS via the Setup > GoFileRoom > Index Mapping dialog.
- 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 to GoFileRoom the 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 (Process Internet/Magnetic Files or Process Electronic Forms).
- Client copy. When this checkbox is marked, the application prints a paper client copy of the forms to GoFileRoom, regardless of the filing method that was selected.
If you are licensed for Engagement CS, mark this checkbox to send your documents to Engagement CS.
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 to Engagement CS the 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 (Process Internet/Magnetic Files or Process Electronic Forms).
- Client copy. When this checkbox is marked, the application prints a paper client copy of the forms to Engagement CS, regardless of the filing method that was selected.
Mark this checkbox to print your document to a file or export a spreadsheet to Excel. You can select the file format and the destination. The following file formats are available from the drop-down list.
- Adobe (*.pdf)
- HTML (*.html)
- Rich Text Format (*.rtf)
- Text File (*.txt)
- Tagged Image File (*.tif)
- Microsoft Excel (*.xls)
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 to a file the 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 (Process Internet/Magnetic Files or Process Electronic Forms).
- Client copy. When this checkbox is marked, the application prints to file a paper client copy of the forms to a file, regardless of the filing method that was selected.
This checkbox is available for form printing only. Mark this checkbox if you want the status of the payroll tax form to remain Not processed when processing is completed.
Mark this checkbox if you do not want to bill clients for printing the selected forms or checks. If the checkbox is not marked, the proper fees will be assessed when you click OK.
Accounting CS
