Difference between revisions of "Reports and Templates"
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Revision as of 17:15, 28 April 2021
HandiFox allows creating reports templates for different types of transactions, modifying different sections, adding logos, changing fonts, etc.
Contents
Customize reports window
- Select Report drop-down menu allows choosing a report for any type of transactions.
- Zoom drop-down menu allows choosing a preview size.
- Custom field allows typing in a custom preview size.
- Customize button allows customizing the report. To be able to customize a report, a copy must be created. Scroll down for the breakdown of the Customize window.
- Copy button allows copying reports for further customization.
- Delete button allows deleting templates. Please, note that it is not possible to delete default templates.
- Include Inactive checkbox allows working with inactive templates.
- Save button allows saving the changes.
- Close button allows closing the window.
Customizing Reports and Templates
On the computer, you can customize templates for any transactions by using a wide range of different settings.
- In QuickBooks, go to File → HandiFox → Customize Reports.
- Choose any report you need to customize in the Select Report dropdown.
- Choose any type of template (2 Inch or letter size) and click on Copy.
- Click on this copy and click on Customize.
- Template is inactive checkbox allows making template inactive.
- Format (…) button allows changing the format of the data and its placement on the sheet.
- Check all the lines you want to see in your report.
- Title of any field can be changed simply by typing in new information.
- Default button allows returning the settings to default values.
- Print Preview button allows using print preview.
- Basic Customization button allows further customization of the report.
- OK button allows saving changes.
- Cancel button allows leaving the screen without saving changes.
- Click on Basic Customization to customize the logo, color, font and company information.
- Check Use Logo checkbox and click on Select Logo, then choose your logo from a folder on your computer.
- Select a color in the Select Color Scheme dropdown menu and click on Apply Color Scheme.
- Select the necessary line in Change Font For section and then click on Change Font… to choose a font. Click OK to save.
- Check any Company Information lines that you want to appear on the template.
- Click on Print Preview to see how it will appear on the actual paper sheet.
- Click OK to save the changes.
- Click on Cancel to close the Basic Customization window.
- Click OK to save the changes.
Making Templates Inactive
In HandiFox you can make a template inactive in case you don't need it but may consider using it in the future.
- In QuickBooks, go to File → HandiFox → Customize Reports.
- Choose any report you need to customize in the Select Report dropdown.
- Click on Customize.
- Check the Template Is Inactive checkbox.
- Click on OK to save the changes.
Deleting Templates
In HandiFox you can delete a template in case you don’t need it anymore.
- In QuickBooks, go to File → HandiFox → Customize Reports.
- Choose any report you need to delete in the Select Report dropdown. Please, note that you can’t delete default templates.
- Click on Delete to delete the template.
Printing from Handheld Devices
- On your handheld device, go to Handifox application → Admin → Settings → Select printer.
- Tap on Add Printer. You will be prompted to choose the type of printer that you are going to use.
- Choose either 2 inch or Letter format. Type in the name of the preset and select the resolution. You can also check “Use by default” to make the preset a default one. Click Save when you are done.
- If you change between several formats and/or printers, add as many presets as you need at this step.
- Whenever you want to print a transaction, select it, then tap the vertical ellipsis menu ( ) at the top-right corner of the screen and tap “Print”.