Reports
Unable to print .pdf report because it says it's already open
Issue: When attempting to print a Cashbook report to pdf, getting this message. Solution: Remove all files called Report.* from the destination folder (all extensions, not just .pdf). Single instance was a Microsoft Edge file saved as Report which ...
Logo in Business Position Statement (BPS).
Logo in Business Position Statement (BPS) Including a Logo in the Business Position Statement From the Reports menu select Management Reports > Business Position Statement > PF and PA Template Note: This is the template used by Principle Focus ...
Report or other window not visible.
Report or other window not visible Previewing a report but it's not showing one the screen Press down Alt key and Spacebar key simultaneously. Click on Maximise and the report should appear. Article ID 324
Decrease size of statements for email.
Decrease size of statements for Email Making a Statement PDF file Size smaller for an email Step 1. Print the Statement to be emailed Click on the Reports tab Click on the Print button to print the statement you wish to email Step 2. Click on the ...
PDF Reports chopped off.
PDF Reports chopped off Some Reports are being cut off when exporting as a PDF Document This is usually an issue related to the Screen Resolution setting on your computer. Screen resolution refers to the clarity of the text and images displayed on ...
Income & Expenditure Report Account Details.
Income & Expenditure Report Account Details Creating the Income and Expenditure Report cannot click to expand the individual account details Printing an Income and Expenditure Report can be accessed by: Clicking on Reports > Cashbook Summaries ...
Accounts that affect the Balance Sheet.
Accounts that affect the Balance Sheet Assets & Liabilities Report , can also be referred to as a Balance Sheet or a statement of Net Worth A balance sheet shows a business' financial health at a single point in time The balance sheet lets you ...
Emailing Cashbook Reports.
Emailing Cashbook Reports Cashbook has two types of reports: Option 1. ACE reports These are recognizable by 'PS Viewer' in the top left-hand corner, as below: Click on the email button and choose what type of report you want to email. Normally you ...
Emailing reports/Invoice.
Emailing reports/Invoice The best option for emailing a report is to export the report in PDF format and send it as an attachment through your normal email software. This option is the most reliable and simple as it doesn't require setting up email ...
Chart of Accounts - delete an item.
Chart of Accounts - Delete an Item Tip: A Chart of Accounts item can not be deleted if it is in use somewhere else. Step 1. Select Used Accounts Menu option To find out where a Chart of Account item is in use, Click on the Reports > Lists > Used ...
Income and Expenditure report versus Profit and Loss report.
Income and Expenditure report versus Profit and Loss report Income and Expenditure report A cash-flow Income and Expenditure report shows exactly how much money your business has received (income) and spent (expenses) over a certain period of time ...
Reporting on Additional Transaction Information
To add additional information to sale transactions, such as total weight in kilograms of the animals and the number of animals, see Knowledge Base tip: Additional Information in the Chart of Accounts To report the additional information that has been ...
Transaction Listing Report.
PS Cashbook: Transaction Listing Report Summary How do I get a report of specific transactions? Detailed Description To produce a Transaction Listing report: Click on the Reports > Accounting Detail > Transaction Listing menu option. Enter ...
Trial Balance.
PS Cashbook: Trial Balance Summary How do I run a Trial Balance to check my data integrity? Detailed Description Step 1 Click on the Reports > Accounting Detail > Trial Balance menu option. Step 2 Choose the reporting date, then click ...