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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 Onvio Documents Folder Mapping dialog to create custom folder structures for different document type categories 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.
Tabs in this dialog
The following tabs are available in the Onvio Documents Folder Mapping dialog. Each tab 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.
Note: If multiple checks are included in a single print job as one document (for the same client, bank account, check type, and check date combination), the first check determines which tab is used here. For example, if you have checks on the Vendor/Payee tab of the File > Print Checks screen going to a 1099 Recipient, Payroll Agent, and Trade vendor, then the first check based on the designated sort order will determine the category, because all of the vendor checks are batched into a single print job. Similarly, if multiple reports, financial statements, and/or letters are included in a single print job as one document, the first report, financial statement, or letter will determine which tab is used here.
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. |
Fields & buttons
The following columns and fields are available in each of the tabs listed above.