CenterPoint Accounting
- Managing Your Forms as you Move to CenterPoint
| Document #: | 3107 | Product: | CenterPoint® |
|---|
As you prepare to move to one of our CenterPoint programs, it’s a good idea to check your existing forms (checks, invoices, etc.) to verify that they will or will not work in CenterPoint. Below we have listed the forms found in our legacy
products and other products that data can be transferred from and noted if they will or will not work in CenterPoint. You’ll find that some will work with CenterPoint but may not be perfectly aligned, so we recommend that you either purchase the Check Form Designer to align the forms or order new forms. Follow the Print Sample Forms section in this document with the listed menu selections to print a test on your forms to see if the alignment is acceptable to you. If you need to order new forms, we recommend Computer Forms Incorporated for Red Wing Software forms. They can supply laser checks, invoices, statements, deposit slips, envelopes, and other business forms. To order, simply open CenterPoint and select Help > Order Checks & Forms or click here.
| Legacy Software Form | CenterPoint | CenterPoint Payroll |
|---|---|---|
| AgCHEK Canadian Checks | Yes | |
| AgCHEK Checks | Yes | Yes |
| Controller Checks | No1 | No1 |
| Controller Laser Invoices | Yes | |
| Controller Payroll Checks | No | |
| Controller Statements | No | |
| Perception Canadian Checks | No2 | No2 |
| Perception Checks | No2 | No2 |
| Perception Invoices | Yes | |
| Perception Statements | No | |
| Profit Accounts Payable Checks | No3 | |
| Profit Payroll Checks | Yes4 | |
| Profit Gold Accounts Payable Checks | No3 | |
| Profit Gold Payroll Checks | Yes4 | |
|
Red Wing DOS Payroll - Laser Checks |
Yes | |
| Red Wing DOS Payroll - Dot Matrix Checks | No | |
| Red Wing Windows Payroll | Yes | |
| JobBOSS Payroll | Yes5 | |
| QuickBooks Payroll | Yes6 |
1 Controller checks will work, but they do not align perfectly. We recommend that you order new CenterPoint checks.
2 Perception checks will work, but they do not align perfectly. We recommend that you order new CenterPoint checks.
3 Profit and Profit Gold checks will work, but they do not align perfectly. We recommend that you order new CenterPoint checks.
4 Profit and Profit Gold Payroll checks will work, but the stub designer must be used to move fields to the correct location.
5 JobBOSS checks mayif File > Preferences > Payroll > Printing - Checks preference is set to the Stub/Stub/Check format, and the stub designer is used to move fields to the correct location.
6 QuickBooks Payroll checks may work, but the stub designer must be used to move fields to the correct location.
Printing Sample Forms
- Open CenterPoint.
- When the Open Database screen displays, select the CenterPoint Sample or the Payroll Sample database and then click Open.
- For each form listed in the table below, select the CenterPoint menu noted and then press F1 and follow the instructions for printing the form.
| Form | CenterPoint Menu |
|---|---|
| Accounts Payable Checks |
Processes > For Standalone Payroll: Processes > Pay Invoices Due |
| Invoices | Processes > |
| Receipts | Processes > |
| Billing Statements | Processes > |