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Training Tidbit: Is there a way to print envelopes for vendors and employees?

Did you know a custom report can be created in the Report Writer module to print envelopes for vendors and employees?  With Report Writer, you are able to design a custom report for printing envelopes, along with creating custom reports for other various forms or listings as needed.

Below is an example of a custom report created to print envelopes (size #10 envelopes) from within the School Accounting System.

TTEnvelope

For those customers who have the full version of the Report Writer module licensed, we have provided complimentary templates of two custom reports — AP Envelopes and PR Envelopes — for you to download from our website. You can then import the report templates into the Report Writer module using the Import Reports option. Refer to the steps below for detailed instructions.

Downloading the Report Template:

  • Click this link to access the report template file: https://docs.su-inc.com/training/rw/RWTemplate13.exe
  • A message will appear prompting to run or save the file; click the Run button (the Open button if using Windows 2000).
    Note: Depending on the security settings of your Internet browser, an additional prompt may appear after clicking the Run button stating the publisher could not be verified; if the additional message appears, click Run to continue (or click the Actions button and then Run Anyway).
  • When prompted for the location in which to save the unzipped file, specify a location and then click the Unzip button. The system will default to save the file on your C: drive, but that can be changed if desired. Be sure to note the location you select for where to save the unzipped file.
  • Once the file has been unzipped, a message will appear stating the process was successful; click OK.
  • Then click the Close button to close the screen.
  • There will now be a file called Transfer.xml containing the two custom reports in the location you specified above.

Importing the Report Templates into Report Writer:

  • From the Report Writer screen, select the Options menu and then Import Reports.
  • When prompted, selected the location of the Transfer.xml file (as noted above); then click Open.
  • At the Import Reports screen, select the two reports to import by clicking once on the box under the Selected column to the left of the reports. A checkmark will appear in the box if a report is selected.
  • Then click the Execute button, and when prompted to continue importing the reports, click Yes.
    Note: If a report with the same name already exists, the system will prompt asking to replace the existing file; click Replace to copy over the existing report, or click Rename to import the file under another report name, or click Leave to keep the existing report and not import the new one.
  • Click the X in the upper right-hand corner of the Import Reports screen to display the Report Writer screen.

The AP Envelopes and PR Envelopes reports will now be available in Report Writer. The AP Envelopes report can be printed for vendors and accessed from within the Vendor File or from within a batch of purchase orders or invoices; it is also listed with the Post Check Reports option under the Check Cycle menu and under the Reports menu on the main Accounts Payable screen. The PR Envelopes report can be printed for employees and/or payees and accessed from within the Payee File and Employee File in Payroll; it is also listed with the Post Check Reports option under the Check Cycle menu and under the Reports menu on the main Payroll screen.

For more information on the Report Writer module, visit the Report Writer product page of our website at http://www.su-inc.com/rw.asp. Also, to register for a Report Writer workshop or webinars where you will learn how to create similar reports and those using additional report features, visit our training calendar at http://www.su-inc.com/tcalpage.asp.