Calendar (Reports menu)
The Calendar report allows you to print the categories of events (i.e. appointments, Debtor appointments, Creditor appointments and Hours) scheduled in the Calendar (Planner).
This plugin adds the multi-user agenda (multiple agendas) to the Calendar (Planner). You can add agendas and link them as default to the current user. For every agenda a tab will appear in the agenda Calendar so you can see what the appointments, etc. are on other agendas. You can have a agenda for each employee, salesperson, user, etc. and create invoices directly from his / her agenda with a simple click. Each agenda has it's own calendar and task list.
To print Calendar - Hours reports:
1.Select the Reports → Calendar menu.
2.Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.
3.Select the the following options:
a)Agenda - Select to include the general events (e.g. meetings, appointments, etc.).
b)Debtor appointment - Select to include the appointments for debtor (customer / client) accounts. All appointments are also listed in the Appointments tab - Edit → Debtors menu.
c)Creditor appointment - Select to include the appointments for creditor (supplier / vendor) accounts. All appointments are also listed in the Appointments tab - Edit → Creditors menu.
d)Hours - Select to include the appointments for the hours event category. The are scheduled appointments for which quotes are generated and confirmed to invoices.
4.Click on the OK button.
An example of the Calendar (all events) report, is as follows:
The colours for the events are as follows:
•Appointment - schedule general appointments (e.g. with bank manager, lunches, etc.)
•Repeating invoices - schedule when you need to copy / process repeating invoices.
•Debtors appointment - schedule up to six (6) categories of appointments with debtors (customers / clients). You may also create invoices for these debtor appointments.
•Creditors appointment - schedule appointments with creditors (suppliers / vendors).
•Hours - schedule the hours (time) to invoice debtors (customers / clients). Once these are set you may generate Quotes for the hours. Once these Quotes are generated, you may edit them (if necessary) and convert them to Invoices.
Repeating invoices are not included in this report.