Ideal Online Documentation

14181 T/B PROCESSING
TB2-16 Printing and Updating

 

PURPOSE

 

All of the time billing processing programs print and update registers in exactly the same manner, therefore printing and updating is described in detail here.

 

 

PROCEDURE - PRINTING

 

When you complete data entry and press [F4] to exit the following prompt displays.

 

** CONFIRM ? (ENTER=START PROGRAM, F4=RETURN TO MENU):

 

[Enter] to print registers.

 

You are taken to the print selection menu.

 

 

[F4] to bypass and exit to menu.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.


In programs that print invoices the following two prompts also occur.

 

** ENTER 'T' TO TEST FORM SET-UP, 'C' TO COMMENCE PRINTING OR F4 TO EXIT:

 

"T" to print a test page.

 

This option sends a one-page formatted test-print invoice to the specified printer. Select this option if using pre-printed invoice forms to ensure that the printing will line up properly on the form.

 

 

"C" to print.

 

After printing you are offered a selection of batch options for further processing. See PROCEDURE - BATCH OPTIONS.

 

 

[F4] to bypass printing and exit to menu.

 

REPRINT INVOICES? (Y/N)

 

"Y" to reprint the invoices.

 

If a problem occurred with the printer or the quality of print, correct the problem and then reprint the invoices.

 

 

"N" to not reprint the invoices.

 

** PRINT ADDITIONAL REGISTER BY BANK ACCOUNT ? (Y/N):  N

 

This option is set to default to either "Y" or "N" in your company parameters settings.

 

[Enter] to accept the default option.

 

"Y" to print the optional register by bank account.

 

"N" to not print the optional register by bank account.

 

 

PROCEDURE - BATCH OPTIONS

 

After printing the registers and invoices (where applicable) you are offered one of the two following batch option prompts.

 

** ENTER OPTION.....   REPRINT; FORMS PRINTING; UPDATE; ABORT; END:

OR

** ENTER OPTION.....   REPRINT; MORE INPUT; UPDATE; ABORT; END:

 

"R" to reprint registers.

 

Programs offer only one of the following two options:

 

 

"F" to reprint invoices.

 

"M" to open batch for further processing.

 

"U" to update batch and exit to menu.


"A" to abort batch and exit to menu.

 

All invoice numbers from the aborted batch will not be reused.

 

 

"E" to exit batch without updating.

 

The batch is placed on hold. No data within the batch will be updated while the batch remains on hold. You can access this batch at a later time and update it or abort it, cancel or reprint invoices.

 

 

Programs that print invoices also permit you to print draft or real invoices and give you an additional option.

 

** DE-SELECT ASSOCIATED CLIENT/MATTERS WHILE ABORTING BATCH ? (Y/N): Y

 

If you selected DRAFT as the BATCH TYPE the system will abort the batch offering you the option of deselecting all associated client/matters.

 

 

[Enter] to accept the default "Y".

 

"Y" to deselect all associated client/matters.

 

"N" to not deselect associated client/matters.