7.6 Generating E-File

Authorized users can generate an E-File after the report is approved.

To generate an E-File, follow these steps:
  1. On the Reports Details page, click Take Action. The Report Actions window is displayed.
  2. Select generate an E-File.
  3. Enter the comments in the Comments field.

    Note:

    You can enter up to 255 characters.
  4. Click Save. A confirmation message is displayed and on the Report Details page, the status of the report changes to Generate E-File. The Audit page tracks both actions and comments entered while performing the Generate E-File action. Once the E-File is generated, you can go to Report List and download the E-File.