Form Types in Paperless Office

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When you set up Paperless Office, you can define options for storing and electronically delivering forms in PDF format. Forms include documents such as invoices and purchase orders. Options can be set up for multiple forms by company and/or module, or by individual form. For more information, see Set Up Paperless Office.

There are different types of forms, based on who receives the form. Form types include customer forms (such as invoices and sales orders), vendor forms (such as purchase orders and return orders), and employee forms (checks and direct deposit stubs). You can define settings for these forms for individual customers, vendors, and employees, including the default recipients of e-mails and faxes. You can also define default e-mail or fax messages by form type, or by individual form.

After a PDF document is created, it can be viewed in the Paperless Office viewer task for that form type. For example, customer form PDF documents can be viewed in Customer Viewer. The viewer task also allows you to e-mail, fax, move, or delete PDF documents.

Refer to the following sections for more information about the different form types available for Paperless Office.

Expand/Collapse item  Customer Forms

The following customer forms can be set up for Paperless Office:

  • Accounts Receivable invoices

  • Accounts Receivable historical invoices

  • Accounts Receivable statements

  • Job Cost invoices

  • Sales Order invoices

  • Sales orders

  • Customer RMAs

After customer forms are stored in PDF format, they can be viewed in Customer Viewer. You can also use this task to e-mail, fax, move, or delete PDF forms. You can print PDFs from Adobe Reader.

 

Expand/Collapse item  Vendor Forms

The following vendor forms can be set up for Paperless Office:

  • Accounts Payable checks (which includes extended stubs and/or electronic remittance advices if applicable)

  • Purchase orders

  • Return orders

After vendor forms are stored in PDF format, they can be viewed in the Vendor Viewer. You can also use this task to e-mail, fax, move, or delete PDF forms. You can print PDFs from Adobe Reader.

 

Expand/Collapse item  Payroll Forms

For Payroll, checks and direct deposit stubs can be set up for Paperless Office.

After checks and direct deposit stubs are stored in PDF format, they can be viewed in the Employee Viewer.

 

For more information, see Create a Default E-mail Message for Sending PDF Documents.