PSA System - Browser: How to set up your browser for optimal performance in Accounting

How to set up your browser for optimal performance in Accounting

  • This article will teach you how to set up your browser for optimal performance with 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.
  • 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 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 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 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.


 

Chrome Browser Settings

Form Alignment For proper form alignment with checks or tax forms, 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 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 Accounting in Chrome.

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

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.

 


 

Edge Browser Settings

Form Alignment For proper form alignment with checks or tax forms, 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 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 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. 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. 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.

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.

 


 

Firefox Browser Settings (FF)

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

Form Alignment For proper form alignment with checks or tax forms, 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 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 Accounting in Firefox.

Pop-up Blocker Learn how to block pop-ups in FF and how to add your 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. 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.

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 Accounting in Firefox

 

 

Print Issues

Some users have reported experiencing the following print issues when using 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.

 


 

Internet Explorer Browser Settings (IE)

Form Alignment For proper form alignment with checks or tax forms, 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 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 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 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. 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.

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.

 

IE Compatibility

The first time you login to Accounting at your organization’s office or your home computer, you may get a message about 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 Accounting URL (web address) will be listed in the Add this website field. Click Add. Then, click the Close button.



 


 

Safari Browser Settings

Form Alignment For proper form alignment with checks or tax forms, 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 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 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. 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. 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.

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

 

 

Safari 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.

 

 

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.

 

Related Articles

How to set up your browser for Form Alignment

Video on How to set up your browser for Form Alignment

Setting up Firefox for Form Alignment

Icons are gone or wrapping on the screen

How to manage your saved passwords in your browser

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