Files register sub-menu

 

Files register submenu permits printing your files list. When this submenu is selected, File Reports screen shown below will appear.

 

Move the pointer on the differents fields and buttons of the following screen to obtain context sensitive help.

 

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· Select year to print and type of report, detailed, summary or customer profile. When you select the Customer Profile report, the « List » button became active so you can access the Files list in order to choose the desired client.

 

Detailed report will list :

 

· File number

· Client name

· File title

· Client address and telephone number

· Name of client contact

· Date of last contract update

 

Summary report will list :

 

· File number

· Client name

· File title

· Client telephone number

· Date of last contract update

 

Customer Profile report will list :

 

· Client name, address, etc…

· Client Notes (if applicable)

· Billing notes (if applicable)

· Detail of submitted invoices (if applicable)

 

· Select the sort mode. The following options are available :

 

· Sort by file number

· Sort by file description

· Sort by client name and description

 

· Select the sort mode. The following options are available :

 

 

When type of report and sort mode is selected, click on « Ok » to access printing and viewing module or on « Cancel » to abort. For more information on printing and viewing reports, refer to Printing and Viewing Reports and Invoices .