Quarterly Processing Editor Form

You edit individual employee information and print or preview this information on screen from the Quarterly Processing Editor form.

Location

To display the form, complete the following steps:

  1. From the Vision Navigation menu, click Human Resources > Payroll > Quarterly Processing.
  2. Click Edit on the toolbar.

Contents

Toolbar

Field Description
Quarterly Processing Click this option to return to the Quarterly Processing form.
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 checked Exclude this employee on the Quarterly Processing Editor form.

  • 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, from 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.