1. Select the required report from the relevant area of the application and proceed to open the Print window.

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The fields on this window are:

• Name: Displays the currently selected printer. Click the down arrow  to list the printers available.

• Properties: This Properties button accesses settings for Finishing, Effects, Paper, Destination and Basics.

• Setups: The Setups button opens the Select Page Setup window. You may change the page setup, or change the settings of the current setup. Refer to How to Edit a Page Setup.

• Where: Select the Print to file checkbox to enable the ellipsis at this field. Click the ellipsis and navigate to the location where you report will be saved; enter a name for your file and select the type from those available (eg. txt, doc, xls, pdf). After entering the details for your file select OK then select Print.

• All: By default all pages of any report are included in the print.

De-select this checkbox to enter the From and To page range.

• Number of copies: Enter the required number of copies or click the up  and down arrows  to adjust the number of copies.

• Preview: Click Preview to view the report on screen. Refer to How to Preview a Report.

• Print: Click Print to output the report directly to the printer.

• Email: For a report that is being printed to file, click Email to launch an email (Microsoft Outlook or Express) with the report attached.

• List view: List View is portrait layout with narrow margins.

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Accessing a Page Setup

Page setups allow you to standardise the manner in which printed reports appear. The same list of Page setups are accessed from any of your application ledgers.

How to access a page setup:

1. Click File > Page Setups to open the Select Page Setup window.

2. At the required Page Setup Description click Properties to view or change settings.

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How to Add a Page Setup

A page setup specifies the required presentation for a printed report regardless of printer capability.

1. Click File > Page Setups to open the Select Page Setup window.

2. Click New to open the New page setup window.

3. Enter a name for the new setup, such as ‘Courier 10 pt portrait’.

4. Select the checkbox Apply a default printer for this page setup so that the report will go to a particular printer. If there is no default printer or it cannot be found, the report will go to the Windows default printer. The printer can be changed at the time of printing.

5. Click the down arrow :

• in the Printer field, to select the printer.

• in the Paper field, to select the paper type.

• in the First page field, to select the paper tray for the first page.

• in the Others field, to select the paper tray for subsequent pages.

6. Complete the settings on the Page Layout tab.

7. Complete the settings on the Font Styles tab.

8. (AE) Complete the setting on the Domain tab.

9. Click OK to save this page setup.

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How to Duplicate a Page Setup

To save time and the possibility of errors when creating a page setup for your practice, you may duplicate an existing page setup then edit the settings as required.

1. Click File > Page Setups to open the Select page setup window.

2. Select the page setup you want to duplicate and click Properties.

The

Page setup properties

displays the settings.

1. Click Save as to open the Save Page Setup window and enter a name for the new setup.

2. Click OK to close the Save Page Setup window.

3. The new Page Setup is listed in the Select Page Setup window.

4. Reopen the Properties for the duplicated page setup and change the settings.

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How to Edit a Page Setup

A page setup may need to be edited where the default settings required by your practice have changed.

To edit a page setup:

1. Click File > Page Setups to open the Select page setup window.

2. Highlight the page setup you want to modify.

3. Click Properties to open the Page setup properties window displaying the Configuration details for the selected page setup.

4. Make the required changes and click OK to save.

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How to Delete a Page Setup

A page setup should be deleted or edited when the settings are no longer used by your practice. For example, your practice standards may have changed to a particular font or your naming conventions overhauled.

1. Click File > Page setups to open the Select page setups window.

2. Select the page setup you want to delete.

3. Click Delete and the warning message opens.

4. Click Yes to remove the page setup or No to cancel out of this process.

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How to Export Reports

This export function does not apply to income tax returns.

Using the Print to file checkbox, reports may be output as Microsoft Word, Excel or text files. This is useful for saving a copy of reports; formatting reports before printing; or emailing reports to clients or partners. Refer to How to print a report to file.

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How to print a report to file

1. Follow the procedure to produce your report.

2. Click Print to open the Print dialog.

3. Select the Print to file checkbox to enable the Where field.

4. Click the ellipsis  to open the Save As dialog.

5. At the Save in field navigate to the location where the file will be stored.

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1. Type the name to best describe your file.

2. At the Save as type field choose from the list of file types. For example, your report can be converted to and saved as:

• Text (.txt)

• Word (.doc)

• Spreadsheet (.xls)

• Portable document format (.pdf)

3. Click Save to save the document and reopen the Print dialog.

4. Click Print to save the report in the selected format and location.

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How to Preview a Report

Reports can be viewed on the screen, printed to a printer or output to a file.

1. Follow the procedure to produce your report.

2. Click Print to open the Print dialog.

3. Click Preview and the report displays on the screen.

The toolbar provides a number of buttons as explained here:

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(AE) Printing Tax Returns to PDF Printing

(AE) Auto saving to Document Manager  

Font Styles Tab

The Font Styles window allows you to associate True Type and built in printer fonts with font list entries. Each font list is specific to a nominated page setup. You can store up to fifteen different font and size combinations for each page setup.

To access the Font Styles tab:

1. From the Page setup window, highlight the page setup in the list.

2. Click Properties to open the Page setup properties window.

3. Click the Font styles tab.

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The fields on the Fonts tab are:

• ID: The IDs assist you to organise the font styles. The menu provides cut, copy, paste, insert, delete and clear.

• Title: The Title column descriptions display in any drop down list used for font selection. For example, ‘Arial 10’ or ‘Heading 1’.

• Font name: The Font Name displays the printer font to be used for the type of line or heading.

To select a font, click into the line and click the ellipsis, select a font and click OK. The Font name is shown.

• Size: The Size column is the point size.

To change the size, click the down arrow select from the list.

 

To insert a line in the list of styles:

1. From the Font styles tab, click on the ID field and select Insert from the menu.

2. Enter the required Title description.

3. To move to the Font name column, click [Tab].

4. Click the ellipsis to open the Font window.

5. Select the required font and click OK.

The new entry is displayed in the

Font name

column.

1. To move to the Size field, click [Tab].

2. Click the arrow for a list of sizes from which to choose.

3. Click OK to save the new styles and close the Page setup properties window.

To delete a font:

1. From the Font styles tab, click on the ID of the line you wish to delete.

2. Select Delete from the menu.

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Page Layout Tab

The Page Layout tab specifies the manner in which reports print when this page setup is selected.

To access the Page Layout tab:

1. From the Page setup window, highlight the required page setup.

2. Click Properties to open the Page setup properties window.

3. Click the Page layout tab.

Fields on the Page Layout tab are:

• Margins: Margins are the distance from each edge of the printed page. This usually excludes non-printable areas applicable to some laser printers. The standard margins (top, bottom, left, right) is 10mm.

• Page scaling: The scaling factor represents how the sizes of characters in a printed report are altered in relation to the physical page size.

The formulae for calculating the scaling factor are:

• Font height in points equals the scaling factor divided by 10

• Column spacing in number per inch equals 120 divided by the font height.

A scaling factor of 100% produces characters 10 points in height and the report’s columns are spaced at 12 per inch.
A greater scaling factor produces characters greater in height with report columns further apart. As such lines may need to wrap and to compensate the report design may need to change.
The scaling factor also determines the effective number of lines per page. This is based upon the standard spacing for the font point size selected by the scaling factor.

• No. of copies: Indicates the number of copies for each printed page. Enter the required number of pages.

• Portrait or Landscape: These radio buttons select the direction of printing on the page.

• Windows native or DOS emulation: The default mode of printing is Windows native. Windows native ensures maximum functionality and compatibility between applications and printers.

Windows native mode of printing attempts to replicate the same output irrespective of printer capability.
DOS emulation attempts to duplicate the way a report is produced in DOS. Some of the fields in the Page layout window that change to match DOS settings are paper type, pitch and lines per inch fields.

• Base font: This is the default font used for printing. Click the ellipsis to select from the list of Fonts available.

• Size: This is the point size of the base font. You can enter the point size or click the arrow and select from the list available.

• Style: The Style of the base font. You may click the arrow to select from the list available.

• Column underlines: Select the radio button to determine whether columns have single thick or double underlining.

 

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