Forms and Reports
Account Aging Report (All COD Accounts)
The Account Aging Report (All COD Accounts) details all accounts that have been flagged COD. The first two columns list the Account Number followed by the Account Name in alphabetical order. The third column presents the Credit Balance if applicable ...
Account Aging Report (with Report Group)
The Account Aging Report (with Report Group) details all accounts and sorts them by the Report Group. The first two columns list the Account Number followed by the Account Name in alphabetical order. The third column presents the Credit Balance if ...
Account Aging by Billing Period Report
The Account Aging by Billing Period Report details all active accounts including those with a zero balance for the selected billing period. The first two columns list the Account Number followed by the Account Name in alphabetical order. The third ...
Account Sales By Month in Range Report
The Account Sales by Month in Range report totals all the invoices per account by month in the date range selected. To generate this report, select a beginning and ending date range. The report can be specified to include only a selected account. If ...
Account Aging Report (All Accounts Not Including Zero Balances)
The Account Aging Report (All Accounts Not Including Zero Balances) details all the accounts that have a balance including those with a credit balance. The first two columns list the Account Number followed by the Account Name in alphabetical order. ...
Reports - Report Groups - Assigning Accounts to Report Groups
Reports - Report Groups - Assigning Accounts to Report Groups Configure Report Groups: From Launch Pad, access Global Settings module Click on Report Groups menu Click Add New Report Group button to add labels for your groups. Assign an Account to a ...
Silent Printing Setup In VisualDLP
Introduction Silent Printing in VisualDLP allows each user to configure their default printer, page size, orientation and other settings related to printing. Once configured, Silent Printing allows users to print Invoice, Work Ticket, Custom ...
Export Report Data
You can export data that appears in a report by following these step. Run the report to screen Click the Save button Choose your preferred format. Select Settings to export only data. This makes the exported data easier to read. Click the Ok button ...
Printing and Exporting Grid Data
Any data that appears in a filterable grid can be printed by first exporting to PDF. Data can also be filtered then exported by using the column headers filter. Click the menu icon Select Export all data to PDF or Excel (depending on your need) ...
Modifying an Invoice to also Show Proposal Info
Use the following expressions to modify an invoice form to also be a proposal form. Add this to any label to switch between Proposal and Invoice based on OrderStatus (8 = proposal) {IIF((root.OrderStatus == 8),"Proposal","Invoice")} Add this to the ...