Formats

Overview

The “Formats” tab is where you can insert, copy, and modify formats used within the software. Each format type is kept under its respective tab and has a drop down for additional clarification on the logic the format should follow. While you do have the capability to edit formats yourself, we strongly suggest reaching out to support for modification requests, as it’s a higher-level process that can easily break the format.

Detail

The “Checks” tab is where the AP, paycard, direct deposit, and standard check formats reside. You can select a format and click print sample, which will allow you to test your printers without printing live payroll. You can also change the type that the format is reporting on

The “Invoice” tab serves the same format function with the additional ability to change the sort order of the items listed by clicking in the sort order box. Keep in mind that depending on the customer>create invoice by selection, some of the sorting may not apply.

The “Orders” tab has a type column with different order types such as daily or weekly. Most of the order formats differ on the style if you’re printing daily or weekly tickets, and formats exist for both.

The “Quote” tab lists the available quotes. These are typically multi page formats and will all display as options when selecting the format from the quotes>print quote letter>format drop down.