Unnecessary Printing

Question

Right now when I 'Finish' a task, say entering an invoice, making a change to Cash Management, etc., I'm presented with the Print screen where I have to click 'Start' to finish the process and then the confirmation sheet prints out. This wastes a ton of paper. Is there a way to 'Finish' certain tasks without needing to print them?

kathym@alliance · Accepted Answer

You can set the system to automatically print to File instead of paper. Then, if you need to check the journal for any reason, you can view it from the printouts screen. Open Sage Desktop and go to Common Tasks --> Tools --> Options and then select the tab for Journals. You can select the checkbox for Automatically Print to File and you can also define how you want the files to be named and/or organized. I like to use a folder listing to include Year (so I can delete all the journals at the end of a year), then month, then day and then application of origin. The file name can contain any selection of fields like Task, user name, etc. You can change this setting later if you're not happy with the structure you set up. Just be aware, if you don't include all fields in a folder or a file name, you may overwrite the files.

kathym@alliance · Answer

It's a global setting. Payroll can be a challenge - you can always print the payroll journals from the printouts folder, but a bigger consideration is that other users have access to that folder and can see the payroll journals. I suggest you have the payroll person interrupt the process to change the printout from default (to the printouts folder) to the printer. After entering Time, processing payroll, printing checks, etc., just click the "Printer Setup" button and unclick the "print to file" checkbox.

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Unnecessary Printing

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