Reports and Templates

HandiFox allows create reports template for different types of transactions, modifying different sections, adding logo, changing fonts etc.

Customize reports window

• Select Report drop-down menu: It allows choosing report for any type of transactions.
• Zoom drop-down menu: It allows choosing size on preview automatically.
• Custom field: It allows choosing size via typing it.
• Customize button: It allows customizing the report.
  • Template is inactive checkbox: It allows making template inactive.
  • Format (…) button: It allows setting data view, including its format and place.
  • Default button: It allows returning settings to default values.
  • Print Preview button: It allows printing preview.
  • Basic Customization button: It allows making basic customization for report.
  • OK button: It allows saving changes.
  • Cancel button: It allows leaving the screen without saving changes.
• Copy button: It allows copying reports for further settings.
• Delete button: It allows deleting templates made.
• Include Inactive checkbox: It allows making different operations with templates including inactive.
• Save button: It allows saving changes made.
• Close button: It allows closing the screen.

Customizing templates

In desktop you can customize templates for any transactions using a wide range of different settings.

1. In QuickBooks, go to File ->HandiFox ->Customize Reports.
2. Choose any report you need customize in Select Report drop down.
3. Choose any type of template (2 Inch or letter size) and click on Copy.
4. Click on this copy and click on Customize.
5. Click on Default to make default settings or do settings on your own (see. 6,7,8).
6. Check all the lines you need in your report.
7. Change titles fields via typing if you need it.
8. Click on … in Format column to make format settings if you need it.
9. Click on Basic Customization to make some basic customization with logo, color or font.
   1. Check Use Logo checkbox and click on Select Logo, choose logo from folder on your computer.
   2. Select color in Select Color Scheme drop-down and click on Apply Color Scheme.
   3. Choose any option in Change Font For section and click on Change Font…, choose options you need and click OK.
   4. Check any Company Information option you want being appeared on the template.
   5. Click on Print Preview to see it will appear on paper list.
   6. Click OK to save the changes.
   7. Click on Cancel to close Basic Customization screen.
10. Click OK to save the changes.

   Note: Use square size logo for better display.

Making templates inactive

In HandiFox you can make template inactive in order you don’t need it for a while

1. In QuickBooks, go to File ->HandiFox ->Customize Reports
2. Choose any report you need customize in Select Report drop down
3. Click on Customize
4. Check Template Is Inactive checkbox.
5. Click on OK to save the changes

Deleting templates

In HandiFox you can delete template in case you don’t need it anymore

1. In QuickBooks, go to File ->HandiFox ->Customize Reports
2. Choose any report you need customize in Select Report drop down
3. Click on Delete to delete the template