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SmartFusion Modules > Accounting > Accounts Payable > Parameters> Enter/Edit Custom Reports
SmartFusion Modules > Billing > Cash Collections > Parameters> Enter/Edit Custom Reports
SmartFusion Modules > Billing > Tax Collection > Parameters> Enter/Edit Custom Reports
SmartFusion Modules > Billing > Utility Billing > Parameters> Enter/Edit Custom Reports
SmartFusion Modules > Business License > Parameters > Enter/Edit Custom Reports
SmartFusion Modules > Payroll > Parameters > Enter/Edit Custom Reports

Recent Changes:
6.213 - Fixed an issue where there was a duplicate deduction line on the bottom stub of the Top and bottom stubs, with MICR (pr152rv7MICR.rpt) payroll check.

6.204 - Added pay rate to standard check with top and bottom stubs. 
6.189 - Enabled the category selection for AP ("AP Checks" or "AP ACH Notifications") when adding a new custom report.  

6.174 - Changed the following AP checks to deal with an issue that can arise when printing extremely large checks
        - Pre-printed check with top and bottom stub
        - Top and bottom stubs, with MICR
        - Pre-printed top check middle stub and bottom stub
        - County Tax Standard Pre-printed check with top and bottom stub
        - Standard check with 2 stubs and bottom check
        - Standard check with 2 stubs and bottom check with MICR

6.158 - New PR Check for Stub Stub Check with MICR has been added.

6.156 - New AP Check for Stub Stub Check with MICR has been added.

6.140 - Added 2 new standard check types - 'Pre-printed top check middle stub and bottom stub' and 'Pre-printed check with a large stub and bottom check(I)'.  

6.129 - Added new standard export file for delinquents using the arista format.  

6.127 - Added new standard accounts payable 'Pressure seal with MICR' check.  

6.122 - New standard payroll check 'Top stub only with MICR and extended pay types' has been added. This check type will allow up to 16 pay types and for more than 16 pay types will be displayed as MISC on the 16th line.  

6.111 - new standard export for SoftDocs ACH Notifications has been added. The new one has a description of "Soft Doc Export File for ACH Notifications Including Email Address" and the report file name is "ap-SoftdocsAchExportWithEmail.rpt"  

Refer to bottom of page for changes prior to version 6.100

Introduction

This screen is used to set up custom reports.

Explanation

Custom Reports allows SmartFusion to be configured to print non standard custom reports (bills, checks, etc.) for users.

Custom Report Fields

Code - Unique code for the custom report (this in combination with category must be unique.
Description - Description for the custom report. This is usually what is displayed in the drop downs during selection.
Category - This is the category the report is associated with(payroll checks, cash collection receipts, utility bills, tax notices, etc.). This in combination with code must be unique.
Report filename - This is the name and/or path of the report file.

Create Standard Bill File - Creates the export based on the standard report but prints the custom report selected ( For Utility Bills Only)

Is File Export - Is this report a file export type report
Export path and filename - Path and file name for the export if the report has been marked as such
Signature image - If the report has option to print a signature this will denote which one.
Create with Custom Export - If selected will allow one to enter Custom export report filename and the Custom export path and filename. This option will enable the user to create a custom export along with a report.
Custom export report filename - The place where one selects the Crystal Report for the custom export
Custom export path and filename - The place where one selects where the custom export file will be created.

Accounts Payable Standard Checks:

Pre-printed check with top stub
Pre-printed check with top and bottom stub
Top stub only, with MICR
Top and bottom stubs, with MICR
Standard check with 2 stubs and bottom check
Standard check with 2 stubs and bottom check with MICR
County Tax Standard Pre-printed check with top and bottom stub
Standard check with a large stub and bottom check
Pressure seal check with MICR
Pre-printed top check middle stub and bottom stub
Pre-printed check with a large stub and bottom check(I)- Developed initially for Infocon clients coming over to SmartFusion

Changes Prior to Version 6.100

6.86 
- New standard export for SoftDoc with a new category of "AP ACH Notifications" has been added to the Accounts Payable Enter/Edit Custom Reports screen  

- New standard check where the first 2/3 of the check will be for voucher lines has been added to the Accounts Payable Enter/Edit Custom Reports screen with description as 'Standard check with a large stub and bottom check'

6.80 - Enabled signatures for standard and combined Business Licenses  

6.57 - Added the Create with Custom Export option which allows one to use any custom export report with any custom or standard report selected.

6.45 - Added the Create Standard Bill File option which creates the export based on the standard report but prints the custom report selected

6.34 - Ability to denote cash collection multiple payment custom reports has been added.

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Introduction

Explanation

Custom Report Fields

Accounts Payable Standard Checks:

Changes Prior to Version 6.100