Toolbar of Quarterly Processing Form

Use the toolbar options to work with the Quarterly Processing Form.

Contents

Field	Description
Generate Work File	Enter information in the fields on the form, then click this option to generate a work file. The work file is a snapshot of the data from the employee payroll database that will be used to generate a quarterly electronic reporting file.
Edit	Click this option to open the Quarterly Processing Form Editor and modify quarterly processing data for individual employees. This option is enabled only after you successfully generate a work file.
Electronic Filing	Click this option to open the Quarterly Processing Electronic Filing Reporting dialog box, from which you transfer the data in the work file to a format suitable for electronic reporting.
Print	Click this option to preview or print the Quarterly Electronic Filing Worksheet. The worksheet shows all employees in the work file except those for whom you selected Exclude this employee on the Quarterly Processing Editor form. Click Print > Preview to open the report on a Preview window. From this window you can review, download, print, or e-mail the report. Click Print > Print to open the Print dialog box, on which you set printing options such as the number of copies, page size, and the report server where the worksheet will print. If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
Help	Click this option for online help about Vision Quarterly Processing.