Onvio Documents Folder Mapping dialog

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You can print documents such as reports, checks, invoices, financial statements, and letters from Accounting CS to Onvio Documents, part of the Thomson Reuters web-based Onvio application. Use the Onvio Documents Folder Mapping dialog to define categories and create custom folders in preparation for printing documents for your firm or clients from Accounting CS to Onvio Documents.

Note: You must be licensed for Onvio to be able to print documents from Accounting CS to Onvio Documents.

Choose Setup > Onvio Documents > Folder Mapping.

Fields & buttons

Mark the checkboxes in this column to display the Onvio Documents Folder Mapping dialog when you choose to print documents to Onvio Documents via the Print dialog. This allows you to update the mapping values for the folder names and the document name in the dialog at the time of printing to Onvio Documents.

This column displays the service-based category for which you are mapping the folder values. For example, various accounting-based checks and reports will use the Accounting category, while various payroll-based checks and reports will use the Payroll category.

The following table illustrates how documents from various screens in the application are categorized.

Document Category Details
Accounting Includes accounting reports, letters, deposit slips, payee checks, Trade vendor checks, and 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.

Note: If multiple checks are printed at the same time on the same tab, the first check will determine which category is used. For example, if you have checks going to a 1099 Recipient, Payroll Agent, and Trade vendor, and all of these checks are on the Vendor/Payee tab, then the first check listed will determine the category as everything printed from the one tab is sent as a single printing instance. Alternatively, if there are checks to be printed from the Vendor/Payee tab as well as the Payroll tab, these would be treated as two separate instances and could go into separate categories.

Select a level 1 folder from the drop-down list. By default, the level 1 folder corresponds to the document category.

  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Payroll
  • Payroll Tax Forms
  • Financial Statements
  • Workpapers
  • Firm
  • Custom

    Note: Select Custom from the list so that you can create a custom name for the first folder level in Onvio Documents.

  • Financial Statements
  • Firm
  • Payroll
  • Payroll Tax Forms
  • Workpapers

Enter a custom folder name for the level 1 folder in Onvio Documents.

Note: You must select Custom from the drop-down list in the Folder 1 Name column to enable the text box in this column.

Select a level 2 folder from the drop-down list. By default, the level 2 folder is set to the Document date variable.

  • Document name
  • Client ID
  • Client name
  • Payroll name
  • DBA name
  • Entity type
  • Document date
  • Current date
  • Current period end date
  • Current fiscal year end date
  • Current month end date
  • Current quarter end date
  • Current year end date
  • Custom

    Note: Select Custom from the list so that you can create a custom name for the second folder level in Onvio Documents.

  • Document date

Enter a custom folder name for the level 2 folder in Onvio Documents.

Note: You must select Custom from the drop-down list in the Folder 2 Name column to enable the text box in this column.

Related topic: Mapping folders to Onvio Documents

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