Print File Content

You can print content in your Working Papers file; such as documents, adjusting entries, and the Trial Balance, to retain a physical copy for archival purposes.

Prior to printing, you can modify the Page Setup (Document | Page Setup), then view a Print Preview (Document | Print Preview) to ensure the content will print to your requirements.

To print documents:

  1. In the Document Manager, select the documents that you want to print. Use CTRL + click to select multiple documents.
  2. On the ribbon, click Document | Print. The Print dialog displays.
  3. Modify the print settings as required.

    Option Description
    Skip annotations and commentary text Exclude annotations and commentary text from the printed document.
    Skip collapsed text Exclude collapsed text from the printed document.
    Include tickmark legend Create a legend for each tickmark type in the printed document.

    Click Print.

The selected documents are printed. If you're printing a Leadsheet/Grouping automatic document, you can include the associated Graphs by displaying the Graphs view (View | Show | Graphs) prior to printing the document.

To print adjusting entries:

  1. On the ribbon, click Account | Adjusting Entries.
  2. In the Current drop-down menu, select the adjusting entry that you want to print.
  3. On the ribbon, click Document | Print. The Print dialog displays.
  4. Modify the print settings as required. Click Print.

The selected adjusting entry is printed.

Note: The entry's account numbers print in the order of entry, not in number order.

To print the Trial Balance:

  1. On the ribbon, click Account | Trial Balance.
  2. On the ribbon, click Document | Print. The Print dialog displays.
  3. Modify the print settings as required. Click Print.

The Trial Balance is printed.

Batch Print Documents

You can quickly select multiple documents to print using the Batch Print option.

To batch print documents:

  1. On the ribbon, click Engagement | Print Batch. The Select Documents to Print dialog displays.
  2. Select the documents that you want to print. Selecting a folder will automatically select all subdocuments.

    Note: Use the Document Filter drop-down menu to locate specific documents.

  3. Click Setup... to select the printer, paper type, and printing orientation. Click OK.
  4. Modify the print settings as required.

    Option Description
    Skip annotations and commentary text Exclude annotations and commentary text from the printed document.
    Skip collapsed text Exclude collapsed text from the printed document.
    Include tickmark legend Create a legend for each tickmark type in the printed document.

    Click Print.

The selected documents are printed.