Preview or Print the Electronic Filing Processing Worksheet

After you process a quarterly electronic file, you can preview or print a 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.

Prerequisite: You must generate the work file to enable printing options.

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.

To preview or print the worksheet, complete the following steps:

1. From the Vision Navigation menu, click Human Resources > Payroll > Quarterly Processing.
2. On the Quarterly Processing form, select one of the following options:

   • Click Print > Preview to open the report in 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.

     To print using a previous version of Vision's printing technology (with slightly different formatting), press the CTRL key on your keyboard while you click Print at the same time.