Sending reports, checks, invoices, engagement binders, and payroll tax forms to FileCabinet CS

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From the Print dialog in Accounting CS you can send reports, checks, invoices, engagement binders, and payroll tax forms directly to FileCabinet CS into specific folders based on the content of the report and the report type.

Client reports and letters

Report profiles

Report profiles printed to FileCabinet CS will use the date setting (see above) of the first document in the profile.

See also: Report Designer: Letters printing to FileCabinet CS based on the system date

Firm Reports

Checks

Invoices

Engagement binders

Engagement binders are sent to a folder in FileCabinet CS labeled with the Period Ending Date of the binder.

See also: Printing from the Workpapers Dashboard

Payroll Tax Forms

Related topic

Organizing FileCabinet CS documents by category

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