CNA System - Browser: Choosing a Browser and Setting it up for Optimal Performance in ConnectNow Accounting

Setting up your browser for optimal performance in ConnectNow Accounting

If you are preparing your computer for use with ConnectNow Accounting or, if you have already been using ConnectNow Accounting but are experiencing issues with printing checks or with opening PDF Files, this article will teach you how to set up your browser for optimal performance with ConnectNow Accounting, including printing checks and opening, saving and printing PDF reports.

This help article assumes you have updated your Web Browser to the most recent release available. This is encouraged for browser security.

ConnectNow Accounting requires pop-ups for check printing and PDF report viewing no matter which browser you use.

Browser Options: Click the link to whichever browser you plan to use with ConnectNow Accounting to learn how to set it up for optimal use with the software.

Note: keyboard shortcuts have been added and may be used when using a Windows platform.

Chrome

Chrome uses its own PDF files viewer and does not allow you to save the file as a PDF to your local drive although you may be able to do so through your Print option. Chrome allows exceptions to the Pop-Up blocker.  

Edge

Edge allows you to open PDF files in Adobe Reader.  It also allows you to save PDF files to your local drive, but does not allow exceptions to the Pop-Up blocker. You either block them all or you block none.  With use in ConnectNow Accounting, you must have your Pop-Up blocker turned off.

Firefox

Firefox allows you to open PDF files in Adobe Reader.  It also allows you to save PDF files to your local drive, and block all pop-ups with exceptions.  

Internet Explorer

Internet Explorer allows you to open PDF files in Adobe Reader. It also allows you to save PDF files to your local drive, and block all pop-ups with exceptions

Safari

Safari allows you to open PDF files in Adobe Reader.  It also allows you to save PDF files to your local drive, but does not allow exceptions to the Pop-Up blocker. You either block them all or you block none. For use with ConnectNow Accounting, you must have your Pop-Up blocker turned off. Although keyboard shortcuts may be used on a Windows Platform, not all keyboard shortcuts are compatible with the Safari browser. We recommend Safari users continue using the mouse. When printing a report, use the View PDF button to obtain proper formatting. If you use Print Preview, export the PDF before printing.

 

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Chrome

 

Form Alignment For proper form alignment with checks or tax forms, ConnectNow Accounting must work with your PDF Viewer software as well as your printer. In a small number of cases, your printer/browser may not work with ConnectNow Accounting for perfect form alignment. If you have followed all of the suggestions given for your browser and your forms are still not aligning correctly, try sending them to another printer or using a different browser to print your checks or forms.

Compatibility There are no known compatibility issues with ConnectNow Accounting in Chrome.

Pop-up Blocker Learn how to block pop-ups in Chrome and how to add your Connectnow Accounting site as an exception to the Pop-up blocker.

Using Adobe Acrobat or the Chrome PDF Viewer Unless you install the Acrobat Reader Chrome Extension, Chrome uses its own PDF Viewer and does not allow you to save a file as a PDF. Depending on your Operating System, you may be able to Print to PDF.

Password Manager If Chrome is saving your password for you, you may use the Chrome Password Manager to view, remove, or update the stored password.

Icons are gone or wrapping on the screen Click this link to learn how to resolve this icon issue in Chrome.

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Chrome Compatibility

There are no known compatibility issues with ConnectNow Accounting in Chrome.

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Chrome Pop-up Blocker

Pop-ups must be allowed to print checks and to view PDFs in ConnectNow Accounting. As of December 2017, these are the instructions to add ConnectNow Accounting as an exception to your Chrome pop-up blocker:

Allow pop-ups for your ConnectNow Accounting Web Site

  1. Open Chrome.
  2. At the top right, click More More.
  3. Click Settings.
  4. At the bottom, click Advanced.
  5. Under Privacy and security, click Content settings.
  6. Click Popups.
  7. There are three categories: Blocked (recommended), Block, and Allow. To the right of Allow, click the word ADD.
  8. Enter the complete site address (it may be easiest to copy and paste), the click the Add button.

  1. While in Chrome
  2. At a page which has pop-ups blocked for you, such as Print Checks
  3. In the address bar, you will see Pop-up blocked Pop-up blocked. Click it.
  4. Click the link for the pop-up window you'd like to see.
  5. To always see pop-ups for the site, select Always allow pop-ups from [site] and then Done.

Since browsers are frequently updated, if the above instructions are not pertinent to your version of Chrome, click the following link to find updated instructions. How to add your ConnectNow Accounting Web Site as a pop-up exception in Google Chrome

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Chrome and Using Adobe Acrobat

Unless you install the Acrobat Reader Chrome Extension when you first install Adobe Acrobat Reader DC, Chrome uses its own System Viewer to display PDF type files. This will not pose a problem unless you want to save your file to your hard drive as a PDF. If you have not marked the box to install the Acrobat Reader Chrome Extension, to ensure Chrome displays your ConnectNow Accounting Checks and PDF Reports on the screen for you to review and then  to print, set up your Chrome Browser as follows:

  • Launch Chrome and click on the 3 dotted menu option  on the top right hand corner of the browser.
  • Click on Advanced then on the Content settings option. Search for 'PDF' or scroll down to find it.
  • Click on PDF documents. Recommended: have the option to Download PDF files instead of automatically opening them in Chrome turned off. If you view them in Chrome, they will display with the Chrome System Viewer and not in Adobe. 

If you want to save your file as a PDF, it may be possible if your system has the following option:

When you choose the print icon, in the Destination section (where your printer is likely selected), click the Change button. If you have the option to Save as PDF, you may choose this option. If you do not have this option, you must use one of the other browsers to save your report as a PDF.

If you use Adobe Acrobat DC to display and print your checks, PDF reports, or Forms, you must mark the option to Print Actual Size to ensure proper alignment.

 

 

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Edge

Form Alignment For proper form alignment with checks or tax forms, ConnectNow Accounting must work with your PDF Viewer software as well as your printer. In a small number of cases, your printer/browser may not work with ConnectNow Accounting for perfect form alignment. If you have followed all of the suggestions given for your browser and your forms are still not aligning correctly, try sending them to another printer or using a different browser to print your checks or forms.

Compatibility There are no known compatibility issues with ConnectNow Accounting in Edge.

Pop-up Blocker Learn how to allow pop-ups in Edge. Edge has no built-in exceptions function, so the pop-up blocker must be either on or off. ConnectNow Accounting uses Pop-Ups for checks and PDF reports.

Using Adobe Acrobat Learn how to enable the Adobe Acrobat Reader Add-on to optimize displaying and printing Checks and PDF Reports. 

Password Manager If Edge is saving your password for you, you may use the Safari Password Manager to view, remove, or update the stored password.

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Edge Compatibility

There are no known compatibility issues with ConnectNow Accounting in Edge.

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Edge Pop-up Blocker

Pop-ups must be allowed to print checks and to view PDFs in ConnectNow Accounting. As of December 2017, these are the instructions to allow pop-ups:

Allow pop-ups in Edge

Edge has no built-in exceptions function, so the pop-up blocker must be either on or off. The following instructions will show you how to turn the pop-up blocker off.

  • In Microsoft Edge  
  • Select More  > Settings, and then scroll down and select View advanced settings.
  • Turn Block pop-ups to Off.

Since browsers are frequently updated, if the above instructions are not pertinent to your version of Edge, click the following link to find updated instructions. How to Allow Popups in Edge

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Edge and the Adobe Acrobat plug-in

You must have Adobe Reader installed on your computer to print Checks or PDF reports. Here is a link for Adobe Acrobat Reader DC. 

If Adobe PDF browser add-on is already enabled, you may have a different issue which may be addressed on the Adobe Acrobat Troubleshooting page for viewing PDF files on the web.

The new Edge browser will not have any support for ActiveX plug-ins. Therefore, the Acrobat/Reader plug-in won't work with Edge. For more information, see Change in support for Acrobat and Reader plug-ins in modern web browsers.

Use Internet Explorer 11 to open PDFs. To enable the Acrobat/Reader plug-in in Internet Explorer, see the steps in the IE section.

If you use Adobe Acrobat DC to display and print your checks, PDF reports, or Forms, you must mark the option to Print Actual Size to ensure proper alignment.

 

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Firefox (FF) 

To set up Firefox for optimal performance in ConnectNow Accounting, Adobe Acrobat must be installed and set to use as the default option for Portable Document Format (PDF) file types. Also, your ConnectNow Accounting Site must be added as an exception to your Pop-up Blocker.

Form Alignment For proper form alignment with checks or tax forms, ConnectNow Accounting must work with your PDF Viewer software as well as your printer. In a small number of cases, your printer/browser may not work with ConnectNow Accounting for perfect form alignment. If you have followed all of the suggestions given for your browser and your forms are still not aligning correctly, try sending them to another printer or using a different browser to print your checks or forms.

Compatibility There are no known compatibility issues with ConnectNow Accounting in Firefox.

Pop-up Blocker Learn how to block pop-ups in FF and how to add your Connectnow Accounting site as an exception to the Pop-up blocker.

Using Adobe Acrobat Learn how to enable the Adobe Acrobat Reader Add-on to optimize displaying and printing Checks and PDF Reports.

Password Manager If Firefox is saving your password for you, you may use the FF Password Manager to view, remove, or update the stored password.

Print Issues Select this option to learn how to resolve certain print issues when using ConnectNow Accounting in Firefox

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FF Compatibility

There are no known compatibility issues with ConnectNow Accounting in Firefox.

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FF Pop-up Blocker

Pop-ups must be allowed to print checks and to view PDFs in ConnectNow Accounting. As of December 2017, these are the instructions to add ConnectNow Accounting as an exception to your Firefox pop-up blocker:

  1. Click the three horizontal bars in the upper right corner of your firefox browser.

    Select Options.

     

    2. Select Privacy & Security; mark Block pop-up windows; click Exceptions

    3. Enter the URL (web address) you use to access the ConnectNow Accounting Site, then click Allow and Save Changes.

Since browsers are frequently updated, if the above instructions are not pertinent to your version of Firefox, click the following link to find updated instructions. How to update Popup Blocker Settings.

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FF Using Adobe Acrobat

You must have Adobe Reader installed on your computer to print Checks or PDF reports from Firefox. Here is a link for Adobe Acrobat Reader DC  

After Adobe Acrobat Reader DC is installed, set up Firefox to open PDF files in Adobe Reader. Click the three horizontal bars in the upper right corner of your Firefox browser.

1. Click the option for General and Scroll down to find Applications.

2. In the Search window, type the word Portable.

3. If anything except Use Adobe Acrobat Reader DC is in the Action Column, click the down-arrow to the right of Portable Document Format (PDF) and select Use Adobe Acrobat Reader DC as shown in the screen print below. Click Save Changes.

If you use Adobe Acrobat DC to display and print your checks, PDF reports, or Forms, you must mark the option to Print Actual Size to ensure proper alignment.

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Print Issues

Some users have reported experiencing the following print issues when using ConnectNow Accounting in Firefox:

  • The report Print button does not function, and no print dialog box appears.
  • Check forms print with header and footer information.

You can correct these issues with a simple fix in your Firefox browser:

  1. Do one of the following:
    • (Firefox on Windows user) In the upper-right corner of the address bar, click this button: (Open Menu). Then, select Options.
    • (Firefox on MAC user) Select Preferences, and then select Applications.
    • (Firefox Quantum user) Select Options. Scroll down to the Applications section.
  2. In the Content Type column, choose one of these options: Note: The .xfdf option submits XML-formatted data to the server. Choose this option only if you have an XML parser
    • Adobe Acrobat Forms Document (application/vnd.fdf)
    • Adobe Acrobat Forms Document (application/vnd.xfdf)
  3. In the Action column, select the Use Adobe Acrobat (default) option.
    • If you are a PC user, click OK.
    • If you are a Mac user, close the window.
  4. During printing, Firefox may open a download window. Close that window.

 

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Internet Explorer (IE)

Form Alignment For proper form alignment with checks or tax forms, ConnectNow Accounting must work with your PDF Viewer software as well as your printer. In a small number of cases, your printer/browser may not work with ConnectNow Accounting for perfect form alignment. If you have followed all of the suggestions given for your browser and your forms are still not aligning correctly, try sending them to another printer or using a different browser to print your checks or forms.

Compatibility Select this option if you get the following message in Internet Explorer when accessing your ConnectNow Accounting Site: Your Web browser is not compatible with this site.

Pop-up Blocker Learn how to block pop-ups in IE and how to add your Connectnow Accounting site as an exception to the Pop-up blocker.

Using Adobe Acrobat Learn how to enable the Adobe Acrobat Reader Add-on to optimize displaying and printing Checks and PDF Reports. 

Password Manager If Internet Explorer is saving your password for you, you may use the IE Password Manager to view, remove, or update the stored password.

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IE Compatibility

The first time you login to ConnectNow Accounting at your organization’s office or your home computer, you may get a message about ConnectNow Accounting website not being compatible with Internet Explorer. Do not worry, IT IS compatible, there is just one setting that needs to be changed only once and will hold in the future.


The message looks like the following:


To get rid of this message, in Windows 7, do the following:

Click the gear in the upper right corner, and then select Compatibility View Settings.

 

 

The ConnectNow Accounting URL (web address) will be listed in the Add this website field. Click Add. Then, click the Close button.



If you are in Windows 10, you may need to follow

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IE Pop-up Blocker

Pop-ups must be allowed to print checks and to view PDFs in ConnectNow Accounting. As of December 2017, these are the instructions to add ConnectNow Accounting as an exception to your IE pop-up blocker:

To turn the Pop-up Blocker on and/or add ConnectNow Accounting as an exception:

  • Open Internet Explorer, select the Tools button  , and then select Internet options.
  • On the Privacy tab, under Pop-up Blocker, make sure the Turn on Pop-up Blocker check box is marked, and then select OK.
  • Next, click on the Settings button to the right of the Turn on Pop-up Blocker box.
  • Add your ConnectNow Accounting Web Site to the exceptions. 

Since browsers are frequently updated, if the above instructions are not pertinent to your version of Internet Explorer, click the following link to find updated instructions. How to add your ConnectNow Site as a Popup Blocker exception in Internet Explorer

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IE Using Adobe Acrobat

You must have Adobe Reader installed on your computer to print Checks or PDF reports. Here is a link for Adobe Acrobat Reader DC  

Once you have installed Adobe Acrobat Reader, it may be to your benefit to set Adobe as your default PDF reader. To set Adobe as your Default PDF reader, find a PDF document on your local drive and right-click. Select Open With, then select Choose default program. When the list of PDF Readers displays, select Adobe Reader.

The following instructions walk you through how to Enable the Adobe PDF browser add-on (Internet Explorer 8 and later). If Adobe PDF browser add-on is already enabled and you are still unable to see your checks or PDF reports, you may have a different issue which may be addressed on the Adobe Acrobat Troubleshooting page for viewing PDF files on the web.

  1. In Internet Explorer, choose Tools  > Manage Add-ons.
  2. Under Add-on Types, select Toolbars and Extensions.
  3. In the Show menu, choose All add-ons.
  4. In the list of add-ons, select Adobe PDF Reader
  5. Click the Enable button
    • Enable sets the Adobe PDF Reader add-on to open PDFs in the browser
    • Disable turns off the add-on so it does not open PDFs in the browser

Since browsers are frequently updated, if the above instructions are not pertinent to your version of Internet Explorer, click the following link to find updated instructions. How to enable the Adobe PDF Reader browser add-on.

If you use Adobe Acrobat DC to display and print your checks, PDF reports, or Forms, you must mark the option to Print Actual Size to ensure proper alignment.

 

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Safari

Form Alignment For proper form alignment with checks or tax forms, ConnectNow Accounting must work with your PDF Viewer software as well as your printer. In a small number of cases, your printer/browser may not work with ConnectNow Accounting for perfect form alignment. If you have followed all of the suggestions given for your browser and your forms are still not aligning correctly, try sending them to another printer or using a different browser to print your checks or forms. 

Compatibility There are no known compatibility issues with ConnectNow Accounting in Safari.

Pop-up Blocker Learn how to allow pop-ups in Safari. Safari has no built-in exceptions function, so the pop-up blocker must be either on or off. ConnectNow Accounting uses Pop-Ups for checks and PDF reports.

Using Adobe Acrobat Learn how to enable the Adobe Acrobat Reader Add-on to optimize displaying and printing Checks and PDF Reports.

Password Manager If Safari is saving your password for you, you may use the FF Password Manager to view, remove, or update the stored password.

Other features Report Format, Keyboard Shortcuts, Tab Sequencing

 

 

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Safari Compatibility

There are no known compatibility issues with ConnectNow Accounting in Safari

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Safari Pop-up Blocker

Pop-ups must be allowed to print checks and to view PDFs in ConnectNow Accounting. As of December 2017, these are the instructions to allow pop-ups:

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Safari and Using Adobe Acrobat

You must have Adobe Reader installed on your computer to print Checks or PDF reports. Here is a link for Adobe Acrobat Reader DC 

If you use Adobe Acrobat DC to display and print your checks, PDF reports, or Forms, you must mark the option to Print Actual Size to ensure proper alignment.

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Other Features

Keyboard Shortcuts Although keyboard shortcuts may be used on a Windows Platform, not all keyboard shortcuts are compatible with the Safari browser. We recommend Safari users continue using the mouse.

Report Format When printing a report, use the View PDF button to obtain proper formatting. If you use Print Preview, export the PDF before printing. 

Tab Key Sequencing Before you can use Tab key sequencing in Safar, you must complete both of these tasks:

  • On the MAC, go to the Keyboard Shortcuts tab and in the Keyboard & Mouse section at the bottom of the tab, set the Full keyboard access option to All control.
  • In Safari, click (Settings button) and select the Preferences option. Click (advanced). Under Universal Access, select Press Tab to highlight each item on a webpage.
  • WARNING: When responding to the pop-up messages in Safari, use the mouse to click the command button. Do not use the Enter key to complete the action because you might accidentally lose your work.

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When Printing with Adobe Acrobat DC

No matter which browser you use to print checks, forms, or PDF reports, if you are using Adobe Reader to display and print your checks or forms, you must mark the Print Actual Size option to get properly aligned output.

 

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