Period End Report Viewer

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

How Do I...

 

 

Search for PDF Documents

Move PDF Documents to Another Location

E-mail or Fax PDF Documents

 

 

 

Related Topics

 

 

Paperless Office Options

Electronic Delivery

Search for PDF

Move PDF Documents

 

Navigation

Select Paperless Office Main menu > Period End Report Viewer.

This window is available only if the Period End Reports check box is selected in the Paperless Office Options window, and the appropriate security is set up.

Overview

Use Period End Report Viewer to view, e-mail, fax, move, or delete period-end reports stored as PDF documents. Period End Report Viewer displays period-end report PDF documents created from all companies. You can filter the PDF documents displayed by company, module, and period-end date, or search for a PDF document using additional criteria.

Note In Paperless Office Options, you can specify whether to automatically display all documents in Period End Report Viewer when it is first accessed. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter selection criteria and click Refresh.

Fields

 

Company Code

Module Code

Document

Period End Date From

To

Side Button Bar

Company

Module

Report Name

PDF Created

Period End Date

PDF Location

PDF Exists

Password

User Logon