Search

Juris Suite® Answer Center

Printing a Budget

  • Updated

To Print a budget, perform the following:

  1. While in the display view of the budget, click the Print Budget button on the Import/Export tool ribbon.
  2. The Print Preview window displays. Review the table below for customizing the budget options before printing.
    Function Use Button Preview of Functions
    Search Used to find a search criteria in the print view. It does not allow editing.
    Customize Allows you to make changes to the grid view. There are two tabs: Options and Behavior. Options allow you to change the Header, Preview, Footer, Group Footer, Horizontal Lines, Vertical Lines, Filter Information, Details. Behavior allows you to adjust Auto Width, Expand (All Details, All Groups) and Use Styles.
    Open Allows you to Open a previously saved Preview document. Use the Open window to navigate to the appropriate location of the file.
    Save Save the budget print preview as a .pmx file.
    Print Allows you to set the properties of the actual printing. You can select the printer, what pages are to be printed, etc.
    Quick Print Allows you to print the preview bypassing the print properties. The print is sent to the default printer.  
    Page Setup Allows you to change to change the properties of the pages. Orientation, Paper Size, Paper Source and Margins.
    Headerand Footer Allows you to change and enter information for the Headers and Footers. You can also change the Font of the options. Included are: Pager #, Page # of number of Pages, Date and Time Printed, User Name, and Image. There are also alignment controls.
    Scale Allows you to adjust the size of the print job.
    Hand Tool Allows to you grab and move the preview.  
    Magnify Allows you to increase the preview magnification. Does not change the actual print size as does scale. Two modes + and -.  
    ZoomOut/In Decreases the size of the preview. Does not change the actual print size as does scale. /Increases the size of the preview. Does not change the actual print size as does scale.  
    Arrows Allows to move to different pages.  
    MultiplePages Displays multiple pages at once on the screen. Reduces the size so they fit.
    BackgroundColor Allows you to change the background color.
    Watermark Allows you to add a Text or Image watermark to the printed budget. You can select text color, text type, direction, font, size, transparency, location and what pages you wan to include the watermark on. With the image watermark the functions for horizontal and vertical orientation are added.
    Export Allows you to save the printed budget in various formats. PDF, HTML, MHT, RTF, Excel, CSV, Text and Image. These are saved to a designated disk location.
    Email Allows you to email the printed budget in various file formats as an attachment. Similar to exporting but using your default email client to send.

  3. After selecting the appropriate options, choose the preferred output: Email, Export or Printer. Each output option prompts for further action:

    • Choose Email content.
    • Select a file location for exporting.
    • Select printer properties and printer selection.