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Reports

   

The Reports section of the Accounting Work Report form of Accounting Dashboard allows you to select a type of report for printing or to preview prepared data.

The section can be accessed from Financials | Accounting Dashboard and selecting Financials | Accounting Work Report.

The section is divided into three tabs.

Table of contents

  1. Reports
  2. Grid View
  3. Transfer to Recurr. Inv.

1. Reports

In the Reports tab, a report type can be selected. Report can be selected with mouse click or printed with double click.

Avaliable reports:

2. Grid View

In the Grid View tab, you can preview data prepared according to selected criteria.

User

 Displays the ID of the user.
Database Displays the name of the database.
Note Displays the note of service.
Quantity Displays the quantity.
U/M Displays the unit of measurement.

3. Transfer to Reccur. Inv.

This tab is only visible if Copy Billed Work to Created Docs checkbox is selected in the Basic Criteria section. It allows you to select documents for transfer to reccuring invoicing.

Sel. Select the checkbox to select the document for transfer to reccuring invoicing.
Document Displays the document key.
Subject Displays the ID of the subject.
Item Displays the ID of the item.
Quantity Displays the quantity of the item.
Descr. Displays the description.
Save By clicking the button, selected documents are saved to recurring invoicing.

 

RELATED TOPICS:

 Basic criteria

 Accounting Work Report

 Accounting Dashboard

 

 

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