Manage Files 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.

For payroll compliance (annually licensed)

Use the Manage Files dialog to preview, recreate, or remove internet or magnetic files. You can also print a transmittal worksheet for states and forms that require one.

Choose Actions > Process Internet/Magnetic Files and then click the Manage Files button.

Related topics

Processing internet and magnetic files

Fields & buttons

Use the filter fields at the top of the dialog to limit the number of files displayed. When the dialog is opened, the application pre-filters the information to include only data within the three months prior to the current system date. To clear this pre-set filter, click the Delete button in the Filter field.

For more information about filtering data in dialogs and screens, see Searching and filtering data.

The File Location for internet or magnetic files is listed at the bottom of the screen. This location can be modified only by choosing Setup > File Locations and modifying the location in the File Creation tab. 

The grid displays the jurisdiction, form, period end date, the number of clients, creation date, the last modified date, and the Batch File number of the created internet/magnetic files. The application assigns and increments a batch file number in this grid whenever a new file is created in the Process Internet/Magnetic Files screen for the same jurisdiction, form, and period end date. When you have sent the file, you can mark the Complete checkbox to cause the application to ignore that file when it checks to see if files can be appended.

The Preview Selected button opens either the Output File Preview dialog (for report format files) or the File Viewer dialog (for agency format files) so you can preview the file(s).

Note: To print a transmittal worksheet for a particular form, select the form and then click the Preview Selected button with the format set to Report.

Choose either Agency, Detailed Report, or Condensed Report as the format for the files. The default option is Detailed Report, which shows the detailed data contained in the file for the selected files.

Note: To print a transmittal worksheet for a particular form, select the form and then click the Preview Selected button with the format set to Report.

(Available only when Detailed Report is selected as the file format.) Marking this checkbox causes the application to create separate reports for each client when they are previewed or printed, so that they can be sent to client-specific FileCabinet CS drawers.

Click the Remove Selected button to remove the selected files.

Note: To delete client records from the file, mark the checkbox next to the Jurisdiction in which the records are contained, click the plus sign to expand the list of clients in that jurisdiction, mark the checkbox(es) next to the single client or multiple clients (by pressing the CTRL key when selecting clients), and then click the Remove Selected button or press the DELETE key on your keyboard.

Click the Recreate Selected button to recreate the selected file(s) at the specified file location.

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