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Settings in Administration Panel

Settings in Administration Panel

In this chapter we will take a look at the most important settings for reports in the Administration panel that affect many reports. In addition, there are also special settings for individual reports.

General Settings

In the Administration panel that is in the program menu 'Settings | Program | Administration Panel', in the Settings menu, you can find the settings that determine the data that is displayed in the standard report header (as shown in the picture).




The settings are:

  • Show date and time on reports specifies if date and time of generating a report is displayed on report.
  • Show user on reports specifies if user's ID that generated a report is displayed on report.
  • Show company name on reports specifies if our company information is displayed in calculation report header.
  • Use the same report type as last time specifies if the same report type is generated as last time. If not, default report is generated.
  • Company information on reports specifies the order of our company information and which information about our company is being displayed on a report header. Data is displayed only if the parameter Show company name on reports is selected.
  • Subject information format on reports specifies which information about our company is displayed in the report header when the selected entity is selected as the criteria for the printout.
  • Show report ID and name on reports specifies if reportID and name is displayed on report.
  • Show report ID in lower left corner specifies if the report number is displayed in the lower left corner. Setting affects all reports.
  • Export reports as PDF/A an option of exporting to PDF/A format with improved integration of fonts in PDF export files. Only characters are included instead of total set of fonts. This significantly reduces the file size. The setting applies to the entire program for all users. The setting is reset every time a form is opened in the preview.

Document Texts

There are additional settings for documents that specify the data that is displayed on reports. Navigate in Administration panel to the Settings | Company | Document Texts panel.

000001.gif These settings, except company logo, do not apply for documents in the Personnel module. There are no special settings for Personnel module





Document texts – settings description

In the window Document Header - Large print (3 rows), we can define a note that is displayed in the upper right corner of the documents.



 
In Logo panel we select picture which is then display on documents.
 

 

Show Country Prefix setting specifies in which case the country prefix is displayed before the VAT ID number.
 

Address items order specifies the order of subject's address that is displayed on the document printouts.


 

The character to switch to the new line is a semicolon (;). A text written in double quotation marks (") is displayed as it appears in the Address items order.

Use name 2 as Subject Name specifies which data of the subject is displayed on reports, ID (Name) or Name 2. It have to be checked if subject "ID" field is used as subject number and "Name 2" as descriptive name of subject.

 


 
Information about subjects that can be displayed in the document header are:

 

FIELD NAME DESCRIPTION
acContact Contact person on document, it has no meaning when writing printouts for which contact person is not  defined
acSubject Name of subject
acName2 Name2 of subject
acName3 Name3 of subject
acAddress Address
acPost Post code and country
acCode VAT number
acPhone Phone number
acFax Fax number
acCountry Country
AddressPost Address, post, and post code, if there is enough space onthe same line, otherwise in two rows
PhoneFax Phone number and Fax number in the same line

 

Field names in the table can also be written without prefix "ac" at the beginning. If we want to insert the fixed text that is displayed before the data is displayed from the corresponding field from the table, we specify it after the field name and enter it in double quotation marks.

The same data, except the contact person, can also be used for the Address items order of our company's report and on the Subject information format on reports.

 



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