Print reports and documents from the spooler

How to

View documents from the spooler

Open: Accounting System Manager > Spooler

The spooler displays a list of documents that you can view.

The spooler list only includes documents for the current Company that were printed from your own User account. You cannot view documents from other companies, or documents printed by other users.

  • To view a document, select the document and select View.

    The document is displayed using your PDF viewer.

Print or email a document

Although you can't print or email directly from the Web Portal, you can do this from your PDF viewer.

  • To print the document, use the print option in your PDF viewer.

    Printing a document from the PDF viewer does not change its Status to Printed. The status will only change if you print documents from the spooler in the Sage 200 desktop.

  • To email the document, first use the save or download option in your PDF viewer. After you've saved the document as a PDF file, you can attach it to an email.

Search or filter the spooler list

You can filter the spooler list to find the documents you're interested in.

For example:

  • To show only unprinted documents, filter the Status column to show "not printed".

  • To show only sales orders, filter the Report name column to show "sales order".

Working with lists

  • Search for items by typing in the box at the top of a column.

  • Use filters to show items that contain particular text or a range of values.

    • To filter a column, select the Filter button filter button in the column heading, or select the Filter button filter button from the Menu button menu in the column header.
    • If you want to filter by a date, use the Filter button filter button from the Menu button menu in the column header.
  • Sort the list by selecting the column heading. Select the heading once to sort in ascending Sort ascending button order, and select it again to sort in descending Sort descending button order.
  • To add or remove columns, select the Menu button menu button in the column header, then select the Columns button columns button.
  • To pin a column, select the Menu button menu button in the column header, then select Pin Column and choose the column.
  • To move a column, select and hold the column heading, then drag it to a new position.

Note: You'll not see the Menu button menu button in the column header until you either: hover over the column heading with a mouse, press and hold the column heading on a touch screen, or navigate to the column heading using a keyboard Tab key (use Ctrl + Enter to open the menu).

Control user access to the print spooler

You can control access for users to view, print or delete documents on the print spooler.

You can assign the following features for a user's role in System Administration in the Sage 200 desktop:

  • Print Spooling > Spooler (Web Portal).

    Allow users in that role to access only their own documents on the spooler (in the Web Portal).

    Note: Users of the spooler in the Web Portal cannot currently access documents from other users, or delete documents.

  • Access Spooler Content.

    Allow users in that role to access only their own documents on the spooler (in the Sage 200 desktop).

  • Access All Spooler Content.

    Allow users in that role to access any documents on the spooler (in the Sage 200 desktop), including documents from other users.

  • Delete Spooler Content.

    Allow users in that role to delete documents from the spooler (in the Sage 200 desktop).

Useful info

About the spooler

All documents that you print from the Web Portal are always sent to the Spooler.

Documents in the spooler are available as a PDF file, so you can view and print the document, or download it to your device.

The documents stay in the spooler until you delete them (in the Sage 200 desktop). You can view and print the documents as often as you require.

Use the spooler in the Web Portal and Sage 200 desktop

Documents in the spooler are shared in both the Web Portal and in the Sage 200 desktop. So documents you send to the spooler in the Sage 200 desktop are available in the Web Portal, and documents you send to the spooler in the Web Portal are available in the Sage 200 desktop.

  • In the Web Portal, reports are always sent to the spooler. This is not affected by the Output Mode setting in the Sage 200 desktop.

  • In the Sage 200 desktop, reports are only sent to the spooler if the Output Mode is set to Spooler.

When you use the spooler in the Web Portal, you can only see documents for the current Company that were sent from your own User account. You cannot view documents from other companies, or documents sent to the spooler by other users.