This option allows you to set up to two Reporting Groups for your Documents. Document Groups allows you to group or categorise the Documents (Invoices, Credit Notes, Quotes, Purchases, Supplier Returns and Orders) on which you would like to report.
You will be able to select any of the Document Reporting Groups 1 or 2, if you have set it up on the following menu options:
•Input - Documents (All document screens - Invoices, Credit Notes, Quotes, Purchases, Supplier Returns and Orders)
•Reports - Document Listing
•Reports - Sales Analysis - Sales by Group
To Set Reporting Groups for Documents:
1.Click on the Setup → System parameters → Groups menu. The Groups (Account Group 1 (default)) screen will be displayed.
2.Click on the Document Group 1 button. The Document Group 1 screen is displayed:
3.If you wish to rename the Reporting Group Name - Document Group 1, over-type the description with your new description. This will change the description of the button for Document Group 1.
4.To add a new Group to the root directory or list, select the REPORTING GROUP ROOT on the list and click on the New button.
5.Enter the name of your Document Group 1 and click on REPORTING GROUP ROOT on the list.
6.Repeat the process until you have entered all the Document Groups, etc.
7.If you need to add Reporting Group 2 for Documents, click on the Document Group 2 button and repeat the process as for Document Group 1.
8.Click on the OK button to save your changes and close (exit) this screen.
You may click on the Print button to print a list of your document groups.
You may set colours to display on the Documents List screen. To do this, click on the Back colour button to set the rows background colour and the Font colour button to set the Font colour.
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