Form Information

Overview:

The Form Information window allows you to set up and maintain the different forms you use for printing checks, invoices, reports, and other documents PENTA generates for you. 

Examples:

• Payroll Checks/Direct Deposits
• Accounts Payable Checks/Direct Deposits
• Accounts Payable Online Payments 
• Accounts Payable Credit Card Payments
• 1099
• W2

Benefits:

• Ability to select check layouts for both Accounts Payable and Payroll
• Automates the posting of accounting entries during check processing
• Ability to grant or restrict security access on a user by user level to better control access to check process

Roles:

• Accounting Manager
• CFO

Location:

• Financial & Accounting > Setup > Form Information

Video: