Atrieve Finance
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T4A Register Selection

The T4A Register Selection program collects vendor and invoice information and places it in a file called a register. A register contains all the information you need to create and print T4A's. This program will also print a report on all the information it collects in the register.

There are two methods of collecting information for the register:

  1. Collect all tax reportable invoices (enter 'N' at the 'Use GL Selection Criteria' prompt).

    • Paid invoices set to tax reportable during invoice entry, are added to the register.

  2. Collect invoices using GL Selection Criteria (enter 'Y' at the 'Use GL Selection Criteria' prompt)

    • paid invoices (whether they are set to tax reportable) that have a GL number within the criteria you selected, are added to the register.

Starting Date

  • Invoices on or after this date are collected.

Ending Date

  • Invoices on or before this date are collected.

Starting Period

  • The starting period prompt is used only to speed up the selection of invoices. If you know what the period is for the starting date you selected, enter it here.

  • Accept the default, If you are not sure about the starting period

Ending Period

  • As the prompt above, the ending period prompt is only used to increase the speed of this program.

  • Accept the default, if you are unsure what it is.

Create New T4A File

  • If you select 'Y', all the information collected by this program will create a new register.

  • If you select 'N', a window appears and allows you to choose an existing register.

Note: Registers are named 'BAT401.###' where the '###' is the T4A register file number.

Use the <UP> <DOWN> arrows to move the highlighted bar to the register you want and <Enter>. All information collected is then added to the selected register. Note: If there are more than 8 registers, use <PREV_SCREEN>/<NEXT_SCREEN> to view additional registers.

Use G/L Selection Criteria

  • If you select 'Y', the GL Selection Criteria program will appear. All invoices within the criteria selected will be added to the register. Note: Space for a footnote has been added to the GL Selection program. Any invoices without a footnote code, are given the footnote entered here. If you are not sure how to use T4A GL Selection Criteria, refer to the T4A GL Selection Criteria Database in this manual.

  • If you select 'N', all tax reportable invoices within the date range are added.


Note: To send an export as CSV file you must say yes to Create New T4A and add a file name.  Choose whether you want to use GL selection criteria or not, you will then be a prompted with  Create Export file say  Y,  Enter your email if it does not default.