Set up Paperless Office

1. Open Paperless Office, Setup, Paperless Office Options.
2. In the Enable Electronic Delivery and PDF Storage section, select all options.
3. In the Load Date on Initial Viewer Access section, select all options.
4. In the Keep Only the Last Copy section, select Period End Reports.
5. Click Accept.

 NOTE: Steps below are applicable for all modules. 

Setup Period End Report Maintenance

1. Open Paperless Office, Setup, Period End Report Maintenance.
2. Select applicable Company Code and P/R module from look ups.
   • Note: You can select any applicable module or ALL modules.
3. Enter the full path of an existing folder in the PDF Directory to store the period-end report. Or, click the Browse Directory button to choose a folder for saving the PDF report.
4. Password Protect: Select whether to password-protect PDF documents created for the report.
   Password protection requires the entry of a password to view the PDF document after it’s created.
   • Select the Prompt option. It displays a message asking you to set a password whenever you create the PDF.
   • Select Yes to password-protect the PDF document with the password entered in the Password field.
   • Select No if you want to create the PDF without adding password protection.
5. Password: Type the password you require to view the PDF documents created. You can type up to 32 characters.
   This field is available only if you select Yes in the Password Protect field.
6. Confirm Password.
7. Re-type the password entered in the Password field.
8. Click Accept.

Setup Paperless Office Report Maintenance

1. Open Paperless Office, Setup, Report Maintenance.
2. Select applicable Company Code and P/R module from look ups.
   • Note: You can select any applicable module or ALL modules.
3. In the Document field, select the report to define PDF settings for. This field displays all reports for the company and module selected.
   • Select All Documents to define PDF settings for all reports in the selected company and module.
   • If you select ALL in Module Code and then pick a report, Module Code changes to that module.
4. In PDF Directory, type the full path of an existing folder to store PDF reports. Or click Browse Directory to choose a folder.
5. Password Protect: Select whether to password-protect PDF documents created for the report.
   Password protection requires the entry of a password to view the PDF document after it’s created.
   • Select Prompt to show a message asking you to set a password whenever you create a PDF.
   • Select Yes to password-protect the PDF document with the password entered in the Password field.
   • Select No if you want to create the PDF document without password protection.
6. Password: Type the password required to view the PDF documents created. You can type up to 32 characters.
   This field is available only if you select Yes in the Password Protect field.
7. Confirm Password.
8. Re-type the password entered in the Password field.
9. Click Accept.

Set up Paperless Office for Payroll Data Entry "Registers"

1. Open Paperless Office, Setup, Journal & Register Maintenance.
2. Select applicable Company Code and P/R module from look ups.
   • Note: You can select any applicable module or ALL modules.
3. In the Document field, select the journal or register to define PDF settings for. This field displays all reports for the company and module selected.
   • Select All Documents to define PDF settings for all journals or registers in the selected company and module.
   • Select ALL in Module Code and then choose a journal or register. The Module Code changes to that module.
4. In the PDF Directory, enter the full path of an existing folder to use for storing reports. Alternatively, select the Browse Directory button to browse for a folder.
5. Password Protect: Select whether to password-protect PDF documents created for the report. Password protection requires password entry to view the PDF document after creation.
   • Select Prompt to display a message requiring a password each time a PDF document is created
   • Selecting Yes password-protects the PDF document with the password entered in the Password field
   • Selecting No if you want to create the PDF document without password protection
6. Password: Type the password required to view the PDF documents created. You can type up to 32 characters.
   This field is available with the Yes selection on the Password Protect field.
7. Confirm Password, then Re-type the password entered in the Password field.
8. Click Accept.

TIP: Use the Employer's Expense Summary to print the Employer's Taxes, Workers' Compensation, and Deposit Liability reports.
This report will help you reconcile the liability amounts on Form 941 Schedule B. See the related article below for more information.

Printing Payroll Reports to Paperless Office

The example below is using the Payroll Quarterly Tax Report, but the same steps apply to the report printed from the Payroll > Reports menu.

1. Open Payroll Reports, Quarterly Tax Report.
2. Select applicable criteria (optional).
3. Click Printer Setup button (see #1 in screenshot below).
4. In the Output Type section, select Paperless Office (see #2 in the screenshot below).
   
5. Click Ok and Print.

Access Payroll Reports in Paperless Office:

1. Open Paperless Office, Main, Report Viewer.
2. Select applicable Company Code, Module, Document or All Documents and Date Range.
3. Click Refresh.

How to Perform Quarter-End and Year-End Processing 
How to print reports to PDF using Paperless Office