Announcement

Collapse
No announcement yet.

Report designer

Collapse
X
 
  • Filter
  • Time
Clear All
new posts

    Report designer

    Hi All,

    I have created a custom report "quote" when I create to emailon the bottom of the PDF it says "licence registered to company name" how do i remove this?

    Paul

    Re: Report designer

    Thanks for asking. Please visit Tools > Options > Other tab and unselect the option display your business name on reports you print.

    Hope this helps.

    Comment


      Re: Report designer

      That is great thanks,

      Next questions:
      On quotes is it pobbile to have an expiry date field or edit the report to take quote date + 14 days?

      Paul

      Comment


        Re: Report designer

        Yes, you can filter Quote reports by the Quote Creation Date. Select to start a new filter, select the 'Creation date' field and then select the condition so it will be greater than a specified date - 14 days ago.

        Hope this helps.

        Comment


          Re: Report designer

          My mistake dont think i explaned it very well, we would like to show on the quote report an expiry date.

          At the moment in quickbooks you get 2 dates, quote date and expiry date. I could live with this being hard coded. so today would be 25/05/18 expiry date 8/06/18

          Paul

          Comment


            Re: Report designer

            A dedicated field for this isn't available though you may consider including it as part of the Quote header or footer notes that can be included and embedded into the Quote printable template.

            Hope this helps.

            Comment


              Re: Report designer

              its is possible on the report designer to take quote date and add 14 days?

              Comment


                Re: Report designer

                This is an interesting idea, however such a formula isn't currently supported - you can use mix/max/average/sum/etc. functions however not add/subtract value from a database fields. Thanks for asking.

                Comment

                Working...
                X