Just to clarify. Choosing to print to file or printer is based on the user. It is not a global setting. All "Customize" settings are user specific. All "Options" setting under Tools are Global. Sorry :-)

Question on how Commitments work. When i create a new commitment and i hit Finish/Start, I would expect the print to file to work the same way, to print the commitment journal to my Printouts folder I set up. But it's not. It's requiring me to pick a path and name it myself.  Why is it doing that?

I'm totally confused now. I'm running a payroll and it's doing the same thing.  I turned off the 'auto print to file' in Options, as I want all the payroll reports/direct deposit checks to print out. But it's still taking me to the Printouts folder where i have to save it with a name before it will print out.  please help!

I'm totally confused now. I'm running a payroll and it's doing the same thing.  I turned off the 'auto print to file' in Options, as I want all the payroll reports/direct deposit checks to print out. But it's still taking me to the Printouts folder where i have to save it with a name before it will print out.  please help!

Amorton,

When printing payroll Notifications (Checks or Direct Deposit), you have the ability to specify whether you want the Notifications printed to file or to a printer.  When you complete that process, it will retain that option as the default until you change it.  To change it, simply select Checks/Direct Deposit Notifications and change the Printer settings to print to paper.  It should then default to that going forward.

To change the default for the Register, you simply click the drop-down and change the "focus" to Register and set your Printer Options, it works the same.

But that is what I did. I went into Tools/Options and turned off the 'Auto print to file' box.  But when I proceeded to run my payroll, including my direct deposit checks, it kept bringing me to my Printouts folder where it required me to type in a name for the file to save it. Only after I did that did it actually print out. 

Amorton,

After turning off the Auto print to file in Options, you would still need to reconfigure the next time in Payroll when printing checks.  After that it should default to your last selection when printing checks again.

Remember the original idea was to automatically save Journals everywhere by default, but that would require in payroll when print checks/direct deposits you either:

• Allow the Register to print to file, then access/open it and print a hard copy
• Manually change the Register to print to file (or change the location the file will be saved to) each time you print checks/direct deposit.

The actual checks/direct deposit notifications should always follow the default based on your decision the last time you printed checks/direct deposits.

Ok but what about my issue with Commitments.  Why when I finish/start on a commitment is it bringing up my Printouts folder and requiring me to create a name for the file vs. just printing the commitment journal like all the other journals that print out>?

Commitments are similar in that you have two documents created each time you complete a Commitment - a Journal, and a Purchase Order Document/Subcontract Document.  You have the same ability to click on the drop-down button/arrow and switch between the two documents.  After you have Journals automated, the Journal Document should already have a folder/location and file preselected, but if you select the other document, which creates a PDF document, it will prompt you for a location and allows you to specify a file name, but will append the filename with Document #-Document Name-Date-Time.  Even if you don't use the automated Journals, your Journal will follow your Customize setting (whether you print to file by default or to a physical printer) and will still print your Document to PDF.

e.g. I created a Purchase Order and assigned a PO # of 20210623 and named it "Test of the Journal Option".  When completing the Purchase Order/Commitment, I assigned the file name "1".  The system then created a PDF called "1-PO-20210623-Test of the Journal Option-06-23-2021-10-30-22.PDF".  Based on my Journal settings, it also created a printout (PRN) file called "Commitments_23_10_30_3.prn".

I hope that helps.