Using Document Manager you can collate multiple reports from all current-year HandiSoft programs into a single PDF document stored under the client's Document Manager folder. The collated document can then be saved or emailed to the client.
Annotate the reports to be collated
Log in to your applicable HandiSoft program and preview one of the reports you want to collate, i.e., A Trial Balance in HandiLedger.
In the Report Preview window, click on the Collate icon on the toolbar or click File, Collate Document.
In the Report Description window, complete the description field, click OK, and Close out of the Report Preview window.
Repeat the process for all the reports you want to collate from the different HandiSoft programs, the collated list can be displayed by selecting the Display Collated List option.
Create the Collated Document
Log in to any HandiSoft program, then press F10 to launch Document Manager.
Open the folder where the collated document is to be saved.
If you have any Word or Text documents that have already been saved in Document Manager, they can also be added to the reports to be collated list by highlighting them and clicking the Collate icon on the Toolbar.
From the View menu, click Collated Documents.
If required, order the reports by highlighting the report and using the arrow buttons to move it to the required position. Any unwanted reports can be deleted by clicking Remove.
Click Collate.
Select the location and enter the file name for your collated PDF document.
Complete the other fields as required. The collated document can be saved and or emailed to the client by selecting the applicable options.
Click Generate to create the collated document.
Notes:
The collate function is only available if Document Manager is enabled and in the current year programs only..
You can still save prior year returns into Document Manager.
The reports need to be cleared each time you want to start a new set of collated reports.