Mapping folders to Onvio Documents

Alerts and notices

You can print documents such as reports, financial statements, letters, checks, invoices, and forms from Accounting CS to Onvio Documents, part of the Thomson Reuters web-based Onvio application. Use the following procedure to create custom folder structures for different document type categories in preparation for printing documents 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.

  1. Choose Setup > Onvio Documents > Login Information to establish a connection between Accounting CS and Onvio Documents.
  2. Choose Setup > Onvio Documents > Folder Mapping to open the Onvio Documents Folder Mapping dialog.
  3. Select the tab that corresponds to the category for the document types that you are mapping to Onvio Documents. For example, various accounting-based checks and reports will use the Accounting tab, while various payroll-based checks and reports will use the Payroll tab.
  4. For each folder level (Level 1 Name, Level 2 Name, etc.) select the value type (Text or Variable) and the value, which varies based on the value type you selected.

    Note: The Value field is a text box or a drop-down list, depending on the Value Type you have selected. If you select Text as the value type, you can type any text (up to 150 characters). If you select Variable as the value type, you can select a variable from the drop-down list. By default, the level 1 folder value is set to the Category name variable (which corresponds to the document category) and the level 2 folder value is set to the Document date variable.

  5. If the value you selected is a date variable, you can select a date format (for example, M/d/yyyy) from the Date Format drop-down list.
  6. To add a folder level, click the Add Add button button at the end of the row. To delete the current folder level, click the Delete Delete button button.
  7. You can optionally mark the Display Mapping Dialog at Print checkbox in the bottom-left corner of the dialog.

    Note: If you mark the checkbox, the Onvio Documents Folder Mapping dialog will be displayed when you choose to print documents to Onvio Documents via the Print dialogThis allows you to verify or update the values for the folder names and the document name at the time of printing to Onvio Documents.

  8. Click OK to apply your changes and close the Onvio Documents Folder Mapping dialog.

Notes

  • If a client record does not already exist in Onvio Documents, one is created automatically when you print client-based documents from Accounting CS.
  • The folder mappings for Onvio Documents that you define in Accounting CS apply to all staff and clients.

Related topic: Onvio Documents Folder Mapping dialog


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