GoFileRoom Index Mapping dialog

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

You can print documents such as reports, checks, invoices, financial statements, and letters from Accounting CS to GoFileRoom. Use the GoFileRoom Index Mapping dialog to define drawers and index values in preparation for printing documents for your firm or clients from Accounting CS to GoFileRoom.

Note: You must be licensed for GoFileRoom and have the GoFileRoom Client add-in installed to be able to print documents from Accounting CS to GoFileRoom.

To access the GoFileRoom Index Mapping dialog, choose Setup > GoFileRoom > Index Mapping.

Fields & buttons

This drop-down list shows the drawers that are set up in GoFileRoom. These drawers are specific to your firm.

This column, which is read-only, shows the dynamic index fields that are set up in GoFileRoom. The indexes shown are associated with the drawer you have selected and are specific to your firm.

Selecting one of the following value types determines what is available in the Value field:

  • Variable: When selected, the Value field contains dynamic variables from Accounting CS (such as Client ID, Client name, DBA name, Entity type, and so forth) in the drop-down list.
  • Text: When selected, you can type any text (up to 50 characters) in the Value field.
  • GoFileRoom Index List Item: When selected, the Value field contains dynamic items from GoFileRoom in the drop-down list.

The values available to select from the drop-down list depend on the Index Value Type you have selected.

If the value you have selected is a date for a non-date GoFileRoom index, select a date format from the drop-down list (for example, M/d/yyyy).

Mark this checkbox to display the GoFileRoom Index Mapping dialog when you choose to print documents to GoFileRoom via the Print dialog. This allows you to update the mapping values for the drawer and indexes at the time of printing to GoFileRoom.

Tabs in this dialog

The following tabs are available in the GoFileRoom Index Mapping dialog. Each tab corresponds to the service-based category for the document types that you are mapping to GoFileRoom.

Tab Details
Accounting

Includes accounting reports, letters, deposit slips, payee checks, Trade vendor checks, Firm vendor checks.

Accounts Payable

Includes accounts payable reports and checks.

Accounts Receivable

Includes accounts receivable invoices and statements.

Payroll

Includes payroll reports, payroll checks, billing invoices, 1099 Recipient checks, Firm vendor checks (for payroll liabilities), Tax Agent checks, and Payroll Agent checks.

Payroll Tax Forms Includes payroll tax forms.
Financial Statements Includes financial statements.
Workpapers Includes workpapers reports and engagement binders.
Firm Includes firm-level reports and documents.

Related topic: Mapping indexes to GoFileRoom

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