How to Setup Paperless Office to save and print Period/Year-End Reports

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. In the PDF Directory, enter the full path of an existing folder to use for storing the period-end report in PDF format, or click the Browse Directory button to browse for a folder
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 Prompt to display a message requiring you to define a password each time the PDF document is created
   • Select Yes to always password-protect the PDF document with the password entered in the Password field
   • Select No to create the PDF document without password protection
5. Password: Type the password that will be required to view the PDF documents created. You can type up to 32 characters.
   This field is available only if Yes is selected 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 the Module Code field and then select a report for a specific module, the Module Code selection will be changed to reflect that specific module.
4. In the PDF Directory, enter the full path of an existing folder to use for storing reports in PDF format, or click 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 the entry of a password to view the PDF document after it is created
   • Select Prompt to display a message requiring you to define a password each time the PDF document is created
   • Select Yes to always password-protect the PDF document with the password entered in the Password field
   • Select No 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 Yes is selected 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.
   Selecting ALL in the Module Code field and then selecting a journal or register for a specific module, will result in a change to the Module code selection for the given 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 creates 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 (ref #1 in screenshot below).
4. In the Output Type section, select Paperless Office (ref #2 in 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 & Year End Processing in Payroll 2.x and Higher
How to find the Period End Processing checklists for modules in Sage 100
How to print forms to PDF using Paperless Office
How to print journals and registers to PDF files with Paperless Office
How to print reports to PDF using Paperless Office
How to close periods and perform period end processing in Accounts Payable
How to perform period end processing in Accounts Receivable
How to perform period end processing in General Ledger
What information is included on the Employers Expense Summary in Payroll?