SendingFilestoCCHAxcessDocumentorProSystemfxDocument(On-Premise)
TosendexportedfilestoeitherCCHAxcessDocumentorProSystemfxDocument(On-Premise),
right-clickanexportedfile,andthenselectSendExportFiletoDocument.TheAddFiles
windowdisplays.ForinformationonusingtheAddFileswindow,seetheProSystemfxDocument
(On-Premise)orCCHAxcessDocumentHelp.
VerifyingSuccessfulCompletionofaScanJob
ToverifythataScanjobprocessedsuccessfully,youcandothefollowing:
1. OpenScanWorkstationontheserverorworkstationwhereScanwasinstalled.
2. Right-clickaScanjobandselectHistory.
3. Ifneeded,narrowdownthelistofScanjobsbyusingthefilterfieldsatthetopofthe
window.Thefollowingfiltersareavailable:
SettingName.SelecttheImportfolderwheretheScanjoboriginated.
From.Enterthefirstdatethatthefilemayhavebeenprocessed.
To.Enterthelastdatethatthefilemayhavebeenprocessed.
4. ReviewthelistofScanjobstoverifythattheprocessingwascompleted.Youcancompare
thepagecountfromtheoriginalimportfiletotheexportedPDFfiletoensurethatnopages
werelost.
TheFilesImportedtotalsreflectallpages(includingcoverpagesandtargetsheets)
intheoriginalfile.
TheFilesExportedtotalsreflectallpagesintheoriginalimportfiles,lessthecover
pages,targetsheets,andblankpagesthatwereremoved.
ImportingFilesforScanProcessingwiththeImportAssistant
TheImportAssistantstreamlinestheprocessofsendingdocumentsforScanprocessing.Withthe
ImportAssistant,youcanmoveorcopyscanneddocumentsintoanImportfolderwithout
navigatingthroughthedirectorystructureoftheScanAdministratorserver.
TousetheImportAssistant,dothefollowing:
1. Dooneofthefollowing:
IfScanAdministratorisopen,clicktheQueuetab,andthendragthefilestobe
processedtothequeue.
IftheScanWorkstationisopen,dragthefilestobeprocessedtotheScan
Workstation.
IfneitherScanAdministratornortheScanWorkstationisnotopen,opentheImport
AssistantfromtheStartmenu,andthendragthefilesyouwanttoprocessontothe
ImportAssistantwindow.
2. IntheFolderSettingfield,selecttheImportfolderthatyouwanttoaddthefilesto.
3. Dooneofthefollowing:
ClickImporttoaddthefilestotheImportfolderwithoutclosingtheImportAssistant.
ClickImport&ClosetoaddthefilestotheImportfolderandexitthewindow.
ClickClosetoclosethewindowwithoutimportinganyfiles.
Chapter3-UsingProSystemfxScanWorkstation•35
Pdf file thumbnail preview - Draw thumbnail images for PDF in C#.net, ASP.NET, MVC, Ajax, WinForms, WPF
Support Thumbnail Generation with Various Options for Quick PDF Navigation
pdf file thumbnail preview; pdf files thumbnail preview
Pdf file thumbnail preview - VB.NET PDF Thumbnail Create SDK: Draw thumbnail images for PDF in vb.net, ASP.NET, MVC, Ajax, WinForms, WPF
Support Thumbnail Generation with Various Options for Quick PDF Navigation
generate thumbnail from pdf; create pdf thumbnails
Note:Bydefault,theImportAssistantmovestheselectedfilesfromtheirlocationtothe
Importfolder.ToleavethefilesintheiroriginallocationandinsteadaddcopiestotheImport
folder,holddowntheCTRLkeywhiledraggingthefiles.YoucanalsouseCtrl+Ctocopythe
filesfromtheExplorerwindowanduseCtrl+VtocopythemintotheImportAssistant.Usethe
DeletekeytoremovefilesfromtheImportAssistant.
MonitoringScanJobsfromScanWorkstation
ScancanprocessmultipleScanjobsatthesametime.Youdonothavetowaitforonejobto
completebeforesubmittinganotherjob.TheScanWorkstationwindowdisplaysinformationabout
theprogressofallScanjobscurrentlybeingprocessed.
YoucanusetheinformationintheScanWorkstationwindowtohelpyouplanyourwork.For
example,ifthevolumeofScanjobsishighinthemorning,youcanchoosetosendyour
documentsforprocessingatalessbusytime.Or,ifyouseethatajobwhichrequiresimmediate
attentionisbeingprocessedbehindotherlessimportantjobs,youcancontactyoursystem
administratortorequestthatthejob'sprioritylevelberaisedtoHigh.
ToopentheScanWorkstationwindow,dooneofthefollowing:
IfScanWorkstationisnotrunning.OpenScanWorkstation.TheScanWorkstation
windowdisplaysautomaticallywhentheprogramislaunched.
IfScanWorkstationisminimized.ClicktheScanWorkstationicon (
)inthetaskbar.
TheScanWorkstationwindowopens.
ThefollowinginformationdisplaysforeachjoblistedinScanWorkstation:
Folder.ThenameoftheImportfolderwheretheScanjoboriginated.
Priority.Thepriorityassignedtothejob.Bydefault,theprioritycomesfromtheImport
folder.However,theScanadministratorcanchangethepriorityforaspecificjob,if
needed.
JobName.ThenameassignedtotheScanjob.Ifthereisajobnameonthecoverpage,
thatnameisused.Ifacoverpageisnotused,orScancannotreadthenameonthecover
page,thenthefilenameforthesourcefileisusedasthejobname.
Message.Abriefdescriptionofthejob'sstatus.
Age.Theamountoftimethathaselapsedsincethejobwassubmittedforprocessing.
SearchingforaSpecificScanJob
Ifyourfirmprocessesmanydocuments,thelistofjobsinScanWorkstationmaygetquitelong.
Youcanfilterthefulllistofjobsbysearchingthestatuslistingsforspecifictext.Todoso,enter
thetexttosearchforintheSearchbox(
),locatedatthetopofthe
ScanWorkstationwindow.Asyoutype,ScanWorkstationnarrowsthelisttoonlydisplaystatus
listingsthatcontainthetextyouenteredinthebox.Toreturntothefulllistofjobs,clickthe
Returnbutton(
).
Tip:Youcansearchthejoblistforanytextthatmightappearinthestatuslisting,notjustby
thejobname.Forexample,youcouldsearchforjobsfromaparticularImportfolder.
Chapter3-UsingProSystemfxScanWorkstation•36
How to C#: Preview Document Content Using XDoc.Word
RasterEdge XDoc.Word provide you with APIs to get a thumbnail bitmap of the first page in the word document file. You can be able to get a preview of this word
pdf thumbnail fix; how to create a thumbnail of a pdf document
How to C#: Preview Document Content Using XDoc.PowerPoint
XDoc.PowerPoint provide you with APIs to get a thumbnail bitmap of the first page in the PowerPoint document file. You can be able to get a preview of this
pdf thumbnails in; cannot view pdf thumbnails in
UploadingFilestoCCHfromtheScan Workstation
IfEnableFilesToBeUploadedToCCHisselectedinScanAdministrator,youcanuploadyourfiles
totheScanCatalogteam.
YoucanuploadyourfilefromtheScanWorkstationorfromtheScanValidationwindow.
TouploadyourfilefromScanWorkstation,dothefollowing:
1. OntheScanWorkstationwindow,selectUpload,andthenselectSubmitFilestoCCH.The
ProSystemfxScanFileUploaderwindowopens.
2. Completetherequiredfields.
3. Providedetailsofyourissueinthetextbox.
4. ClickSelectFiletobrowsetothelocationofyourimportedfile.
5. SelecttheappropriatefileandclickOpen.TheattachedfilepathdisplaysintheProSystem
fxScanFileUploaderwindow.
6. ClickSend.Asuccessfuluploadconfirmationmessagedisplays.
7. ClickOKtoexittheconfirmationmessage.
8. ClickClosetoexittheProSystemfxScanFileUploaderwindow.
Note:SeeSubmittingaFiletotheCCHScanCatalogteamonpage43forinstructionson
uploadingyourfilefromtheScanValidationwindow.
CheckingforCatalogUpdates
TodetermineifyouhavethelatestScancataloginstalled,dothefollowing:
1. OntheScan Workstationwindow,selectHelp,andthenselectCheckforCatalogUpdate.
Ifyoudonothavethelatestcataloginstalled,CatalogUpdateAvailabledisplays.
Followtheinstructionstodownloadthelatestcatalog.
Ifyouhavethelatestcataloginstalled,Nocatalogupdateavailabledisplays.
2. ClickOKtoexittheCheckforCatalogUpdatewindow.
Note:ThecatalogupdatemustberunfromtheProSystemfxScanAdministratorcomputer.
TasksLimitedtoAdministrators
AlthoughyoucanviewinformationaboutallScanjobsinScanWorkstation,youcannotchange
theprocessingoptionsforajobthatisinprogress.Ifanyofthefollowingtasksmustbeperformed
foraScanjob,seeyoursystemadministrator:
Changingthepriorityofajobinthequeue
Stoppingorrestartingajob
ResettingValidationLock
Chapter3-UsingProSystemfxScanWorkstation•37
How to C#: Set Image Thumbnail in C#.NET
PDF to text, C#.NET convert PDF to images, C#.NET PDF file & pages VB.NET How-to, VB.NET PDF, VB.NET Word, VB.NET Excel How to C#: Set Image Thumbnail in C#.NET.
enable pdf thumbnail preview; create pdf thumbnail image
How to C#: Preview Document Content Using XDoc.excel
RasterEdge XDoc.Excel provide you with APIs to get a thumbnail bitmap of the first page in the Excel document file. You can be able to get a preview of this
view pdf thumbnails in; html display pdf thumbnail
Chapter 4
Chapter4-ValidatingExtractedData
Validation Overview
Asamatterofbestpractice,youshouldvalidatedataextractedfromascannedimageagainstthe
originalscanneddocuments.Ifyoufinderrorsintheextracteddata,youcancorrectthem
manuallyintheScanValidationwindow.
Youcanvalidatedata:
ImmediatelyfollowingScanprocessing
WhileimportingextracteddatatoataxreturnusingAutoFlowWizard
Afterdatahasbeenimportedintoataxreturn
Yourfirmshouldsetitsownstandardswhenvalidationshouldoccur.
YoudonotneedtohaveTaxinstalledonyourworkstationtovalidateextracteddata.Validation
canbeperformedonanycomputerrunningProSystem fxScanWorkstation.
Customizing the Validation Window
YoucancustomizetheviewintheScanValidationwindowtomakethecontentsofthepanes
easiertoread.Thisfeatureisespeciallyusefulwhenascannedtaxformimageexhibitsblurring,
extramarkings,orothercharacteristicsthatcanobscuretext.
ChangingtheFontintheListofFormsandValidationPanes
1. Right-clickalineoftextineitherofthepanesandselectFont.
2. Selectthefontcharacteristicsthatyouwanttoapplytothewindow.
3. ClickOK.
ChangingImageSizesintheValidationandScannedTaxFormPanes
Tomaketheimagesinbothpaneslarger,clicktheZoomInbutton
,orright-clickthe
ScannedTaxFormspaneandselectahigherzoomlevel.
Tomaketheimagesinbothpanessmaller,clicktheZoomOutbutton
,orright-clickthe
ScannedTaxFormspaneandselectalowerzoomlevel.
Chapter4-ValidatingExtractedData•38
V
ALIDATING 
E
XTRACTED 
D
ATA
How to C#: Generate Thumbnail for Word
Images. Convert Word to ODT. Convert PDF to Word. a Word File. File: Merge Word Files. File: Split Word Text Search. Insert Image. Thumbnail Create. Thumbnail Create
generate pdf thumbnails; no pdf thumbnails in
How to C#: Generate Thumbnail for PowerPoint
Document. Conversion. Convert PowerPoint to PDF. Convert PowerPoint File: Merge PowerPoint Files. File: Split PowerPoint Text Search. Insert Image. Thumbnail Create
thumbnail pdf preview; pdf file thumbnail preview
AdjustingtheSizesofIndividualPanes
Youcanchangethesizesofthepanesbydraggingthegrayborderbetweenpanes.Youcanalso
enlargetheScannedTaxFormpanetofullpagesizebyclickingthe
buttonthatdisplaysin
theupper-leftcornerofthatpane.Thisoptionisonlyavailableifyouhavemultiplemonitorsset
up.
Validating ExtractedDatawith Tax Installed
Youdonothavetoimportextracteddatatoataxreturnatthesametimethatyouvalidatethe
data.Theprocedurebelowdescribeshowtovalidatedatawithoutperforminganimport.For
instructionsonperformingthevalidationandimportprocessesatthesametime,seeImporting
ExtractedDataintoaTaxReturnonpage47forinstructions.
Note: SeeAddingaFieldoraGroupofFieldsforExtractiononpage42forinformationabout
extractingdatafromfieldsthatScandidnotautomaticallyextractdatafrom.
TovalidateextracteddataonaworkstationwithTaxinstalled,dothefollowing:
1. InScanWorkstation,double-clickajobmarkedasReadyforAutoFlow.TheAutoFlowWizard
windowdisplays.
2. SelecttheTaxproductthatyouwanttoimportdatainto.Youcanalsoreviewthenumberof
extractedformsandtradesonthispage.
Notes:
IfyouselectSkipAutoFlowhere,the.validatefileisconvertedtoaPDF.Thenew
PDF isplacedinthesamelocationwherethe.validatefilepreviouslyresided.Once
theconversioniscomplete,the.validatefilewillnolongerbeavailableforimport
intoTax.IfyouneedtoimportthedataintoTax,youcanreprocesstheScanjobto
generateanew.validatefile.
IfyouhaveProSystemfxTaxinstalledandselectPDFwithG&Lonly,theonlyforms
thatwillbeextractedintheexportedPDFfilearetheGainandLossforms.Therest
oftheAutoFlowformswillnotgothroughtheAutoFlowprocess.
IfyouarenotloggedintoTax,thesystempromptsyoutologin.Ifyouselected
GlobalfxOffice-Taxandyouhavemulti-accountaccess,thesystemalsoprompts
youtoselectanaccount.
3. ClickAutoFlow.
4. ClicktheValidationbuttontodisplaytheScanValidationwindow.
Note:Aredexclamationmarkicon
ontheValidationbuttonindicatesthatan
invalidformatexistsinoneormoreforms.ThisdatawillbedisplayedintheScan
ValidationwindowwitharedexclamationmarkbesidetheFormNameandthefieldthat
isinvalid.
Thethreepanesinthiswindowareasfollows:
ListofFormsPane.Thispanedisplaysintheupper-leftcornerofthewindow.It
containsalistofthetaxformswhereScanextracteddata.Theformthatiscurrently
Chapter4-ValidatingExtractedData•39
C# Image: View & Operate Web Page Using .NET Doc Image Web Viewer
Support multiple document and image formats, like PDF and TIFF; the page order of source document file using mouse dragging in thumbnail preview section;
show pdf thumbnails in; can't see pdf thumbnails
How to C#: Overview of Using XDoc.PowerPoint
See this C# guide to learn how to use RasterEdge PowerPoint SDK for .NET to perform quick file navigation. You may easily generate thumbnail image from
enable pdf thumbnails in; pdf thumbnail generator
selectedintheScanValidationwindowishighlightedingray.
Column
Description
Form
name
Displaysthenameofthegovernmentform.Iftherearemultipleformsofa
particulartype(forexample,W-2formsfrommultipleemployers),each
formislistedseparately.Aredexclamationmarkicon
displaysnextto
formswhereScandetectspotentialerrors.IftheonlypotentialerrorScan
detectsisinabluedefaultedfield,theexclamationmarkwillnotdisplay.
Identifier
Displaysthenameoftheentitythatissuedtheform.Youcanusethisfield
todistinguishmultipleformsofthesametype(forexample,W-2forms
fromdifferentemployers).
Action
DisplaysiftheformisLinked,ImportedNew,orSkipped.
Page
IndicateswhichpagethisformfallsoninthePDFgeneratedbyScan.Ifa
formincludestwopages,eachpagenumberislisted.
Note:Ifaformincludesmorethantwopages,thepagenumberfor
thefirstpageoftheformislisted.
ValidationPane.Thispanedisplaysintheupper-rightcorneroftheScanValidation
window.Itlistsallthefieldsthatwereextractedfromtheselectedform.Youcan
correcttheextracteddatainthispaneasneeded.Ifaformisskipped,thefieldson
theValidationPanewillappearinorange.
Column
Description
Field
DisplaysthefieldswhereScanextracteddata.Thefieldthatiscurrently
selectedforvalidationishighlightedinblue.Aredexclamationmarkicon
displaysnexttofieldswhereScandetectsincorrectformats.Ifthese
fieldsarenotcorrected,theywillnotbeimportedintoTax.IfScandetects
errorsinabluedefaultedfield,theexclamationmarkwillnotdisplay.
Value
ListsthevaluesextractedbyScan.Correctionscanbemadeasneeded.
Image
Displaysthescannedimageofthefield'svalue.
ScannedTaxFormPane.Thispanedisplaysatthebottomofthewindow.Itdisplays
thescannedimagefortheselectedform.Aredboxhighlightsthefieldthatis
selected.Ifaformisskipped,thedataextractedontheScannedTaxFormPanewill
displayinorange.
5. ReviewthefieldvaluesintheValidationpane,comparingthemtothescannedimage.Ifyou
seeadiscrepancy,clickintotheValuecolumnforthatfieldandedittheentry.Keepinmind
thefollowing:
ChangingavalueintheScanValidationwindowalsochangesthevalueinthe
bookmarkedPDFfile.
Whenyoueditinformationthatidentifiesataxform(suchastheemployernameona
W-2),theIdentifierfieldandbookmarkforthatformareupdatedaswell.
6. PressTabtomovetothenextfield.
7. Repeatsteps5and6untilyouhavereviewedallthefieldsontheform.PressTabagainto
movetothenextform.TabbingtoanewformcausesScantoselectthecheckboxbeside
thevalidatedformintheListofFormspane.Thecheckmarkindicatesthatyouhave
completedvalidationforthatform.
Chapter4-ValidatingExtractedData•40
How to C#: Overview of Using XDoc.Excel
See this C# guide to learn how to use RasterEdge Excel SDK for .NET to perform quick file navigation. You may easily generate thumbnail image from Excel.
how to view pdf thumbnails in; create pdf thumbnails
How to C#: Overview of Using XDoc.Word
C# users how to: create a new Word file and load Word from pdf; merge, append can be drawn and added to a specific location on Word file page. Create Thumbnail.
pdf no thumbnail; pdf thumbnail fix
8. Continuereviewingandvalidatinguntilallformsarevalidated.
9. ClickClose.
10. SinceyouarenotimportingdatatoTax,clickCancelontheAutoFlowWizard.
11. ClickYes.WhentheScanWorkstationwindowrefreshes,themessagecolumnfortheScan
jobwillindicatethenumberofpagesthatwerevalidated.
Note: Asjobsarevalidated,theScanWorkstationmessagechangestoValidationinprogress.
IfyouexittheScanValidationwindowbeforevalidatingalltheforms,theScanWorkstation
messagewillindicatethenumberofpagesforwhichvalidationiscomplete.
Validating ExtractedDataWithoutTax Installed
TovalidateextracteddataonaworkstationthatdoesnothaveTaxinstalled,dothefollowing:
1. InScanWorkstation,double-clickajobmarkedasReadyforAutoFlow.TheScanValidation
windowdisplays.
Thethreepanesinthiswindowareasfollows:
ListofFormspane.Thispanedisplaysintheupper-leftcornerofthewindowand
containsalistofthetaxformswheredatawasextracted.
Validationpane.Thispanedisplaysintheupper-rightcornerandlistsallthefields
thatwereextractedfromtheselectedform.Thisisthelocationwhereyoumakeyour
editstotheextracteddata.
ScannedTaxFormpane.Thispanedisplaysatthebottomofthewindowwhenitis
initsdefaultlocation.Itdisplaysthescannedimageoftheform.
2. ReviewthefieldvaluesintheValidationpane,comparingthemtothescannedimage.Ifyou
seeadiscrepancy,youcanclickintotheValuecolumnforthatfieldandedittheentry.
Keepinmindthefollowing:
ChangingavalueintheScanValidationwindowalsochangesthevalueinthe
bookmarkedPDFfile.
Whenyoueditinformationthatidentifiesataxform(suchastheemployernameona
W-2),theIdentifierfieldandbookmarkforthatformareupdatedaswell.
3. PressTabtomovetothenextfield.
4. Repeatsteps2and3untilyouhavereviewedallthefieldsontheform.PressTabagainto
movetothenextform.TabbingtoanewformcausesScantoselectthecheckboxbeside
thevalidatedformintheListofFormspane.Thecheckmarkindicatesthatyouhave
completedvalidationforthatform.
5. Continuereviewingandvalidatinguntilallformsarevalidated.
6. ClickClosetoexittheScanValidationwindow.Thesystemdisplaysamessageaskingifyou
wanttosavethevalidationchanges.
7. ClickYes.Thesystemdisplaysamessageaskingifyouhavecompletedthevalidation.
8. ClickYes.
Chapter4-ValidatingExtractedData•41
Notes:
Asjobsarevalidated,theScanWorkstationmessagechangestoValidationinprogress.
Ifyoumustquitvalidationbeforeyouhavereviewedalltheforms,clickNoforstep8.The
ScanWorkstationmessagewillindicatethenumberofpagesforwhichvalidationis
complete.
IfyouneedtoextractdataforfieldsthatwerenotautomaticallyextractedbyScan,youcan
selectadditionalfields,fromapre-determinedlistset upbyScan,forextraction.Formore
information,seeAddingaFieldoraGroupofFieldsforExtractiononpage42.
Adding aFieldoraGroupofFields forExtraction
Ifyouneedtoextractdatafromafieldorgroupoffieldsthatwasnotautomaticallyextracted,
youcanselectadditionalfieldsbydoingthefollowing:
1. IntheScanValidationwindow, clicktheAddbutton
toopentheAddFieldwindow.
2. Dooneofthefollowing:
Addafield
a. IntheGrouplist,selectthenameofthegroupthatcontainsthefieldtoadd.
b. IntheFieldlist,selectthenameofthefieldtomakeavailableforextraction.
c. Ifneeded,enterthevalueforthefield.
Addagroupoffields
a. ClicktheAddbutton
thatisnexttotheGroupbox.
b. Selectthegroupoffieldsthatyouwanttoaddfromthedrop-downbox.
c. ClickOK.Youcannowaddfieldsforthisgroup,ifneeded.
d. ClickOKontheAddFieldscreenwhenyouaredoneaddingfieldsandgroups.
Validating ExtractedGain andLoss Transactions
TovalidateextractedgainandlosstransactionsfromBrokerageStatements,dothefollowing:
1. InScanValidationwindow,clickG&LtoopentheGainandLossValidationwindow.
Thethreepanesinthiswindowareasfollows:
ListofBrokerageStatementsPane.Thispanedisplaysintheupper-leftcornerof
theGainandLossValidationwindow.Itcontainsalistofbrokeragestatementswhere
ProSystemfxScanextractedgainandlosstransactions.Thebrokeragestatementthat
iscurrentlyselectedishighlightedingray.Pageswithextractedtradesareshownin
blackandpageswithoutextractedtradesareshowningray.Youcanchangethesize
ofthispanebydraggingthegrayborderbetweenpanes.
ValidationPane.Thispanedisplaysintheupper-rightcorneroftheGainandLoss
Validationwindow.Itlistsallthetradesthatwereextractedfromtheselected
BrokerageStatement.Youcancorrecttheextracteddatainthispaneasneeded.You
canchangethesizeofthispanebydraggingthegrayborderbetweenpanes.
Chapter4-ValidatingExtractedData•42
ScannedTaxFormPane.Bydefault,thispanedisplaysatthebottomoftheGain
andLossValidationwindow.Itdisplaysthescannedimagefortheselectedbrokerage
statement.Aredboxhighlightsalltheextracteddata.Ablueboxhighlightsthedata
thatisselected.Youcanenlargethispanebydouble-clickingit.Thisoptionisonly
availableifyouhavemultiplemonitorssetup.
2. FindthepagethatcontainstheTotalfortheBrokerageStatement.
3. ComparetheBrokerageStatementTotalwiththeCalculatedTotaldisplayedonthefirst
row.
4. Ifthetotalsmatch,proceedtothenextstep.Ifthetotalsdonotmatch,clickInsertTotal.
ThiswillautomaticallyinsertaStatementTotalrowbelowtheCalculatedTotalrow.Using
thetotalsfoundintheBrokerageStatement,entertheSalesPrice,Cost,WashSale,and
ExtractedG&LintheStatementTotalrow.
5. ReviewthefieldvaluesintheValidationpane.Conflictsarehighlightedinyellowtoeasily
identifywhichtradesneedtobereviewed.Makeallnecessarychangesuntilallconflictsare
resolved.
Notes:
ClickonPreviousConflictandNextConflicttoeasilynavigatethroughallthe
conflictsintheBrokerageStatement.
IftheDescription,SoldDate,or1099-BCodeismissing,aredtriangledisplaysonthe
top-rightcornerofthecellindicatingthatitisCopiedfromtradeabove.
Fieldsthatarecalculatedandcopiedfromtradeaboveareshowningray.
6. Ifthereareanyrowsthatdidnotextract,clickInsertRow.EntertheDescription,Shares,
SalesPrice,Cost,AcquiredDate,SoldDate,WashSale(ifany),ExtractedG&L,and1099-B
Code.CalculatedG&LwillautomaticallycalculatebasedonSalesPrice,Cost,andWash
Sale.
7. Ifthereareanyrowsthatextractedbyerror,clickDeleteRow.
8. OnceallconflictshavebeenresolvedandallBrokerageStatementshavebeenvalidated,
clickClosetoclosetheGainandLossValidationwindow.
Submitting aFile tothe CCHScan Catalog team
IftheoptionisenabledinScanAdministrator,youcanemailoruploadyourfilestotheCCH
Scan Catalogteam.
EmailingaFile
IfEnableFilesToBeEmailedtoCCHisselectedinScanAdministrator,youcansubmityourfiles
totheCCH ScanCatalogteamviaemail.
Toemailthefile,dothefollowing:
1. OntheScanValidationwindow,selectEmailImportFiletoCCH(
).
Yourdefaultemailopens.Thefileyouarevalidatingisattachedasanencryptedfile.
2. Ifnecessary,changethedefaultmessage.
3. SelectSend.YouwillreceiveanacknowledgementemailoncethefileissenttoScan.
Chapter4-ValidatingExtractedData•43
Note:YourimportedfilecanalsobedirectlyemailedtotheCCHScanCatalogteamat
Scancatalog@wkglobal.com.ThisfilecanbelocatedinyourArchivefolderat:C:\ProSystemfx
Scan\ProSystemfxScanShared\Archive.
UploadingaFile
IfEnableFilesToBeUploadedToCCHisselectedinScanAdministrator,youcanuploadyourfiles
totheScanCatalogteam.
YoucanuploadyourfilefromtheScanWorkstationorfromtheScanValidationwindow.
TouploadyourfilefromtheScanValidationwindow,dothefollowing:
1. OntheScanValidationwindow,selectUploadFiletoCCH
.TheProSystemfxScanFile
Uploaderwindowopens.
2. Completetherequiredfields.
3. Providedetailsofyourissueinthetextbox.
4. ClickSelectFiletobrowsetothelocationofyourimportedfile.
5. SelecttheappropriatefileandclickOpen.TheattachedfilepathdisplaysintheProSystem
fxScanFileUploaderwindow.
6. ClickSend.Asuccessfuluploadconfirmationmessagedisplays.
7. ClickOKtoexittheconfirmationmessage.
8. ClickClosetoexittheProSystemfxScanFileUploaderwindow.
Note:SeeUploadingFilestoCCHfromtheScan Workstationonpage37forinstructionson
uploadingyourfilefromtheScanWorkstationwindow.
Chapter4-ValidatingExtractedData•44
Documents you may be interested
Documents you may be interested