Forum Replies Created
-
AuthorPosts
-
MSchappler
ModeratorHello Ruth,
Thomas is correct. You will need to create a custom report in NV2 to print to Excel.
Start by selecting the report you wish to print to Excel and then menu select from the blue report table Window > Define Columns. In the displayed window, click the New button and when prompted rename the current settings name to something unique and press enter. The new current settings name that you had entered will become your new Accounts > Report Name.
Remove the columns that are not needed by clicking on a value in the column and then press the Ctrl key and the delete key at the same time. Click the Delete Column button when prompted or Delete and Disable Prompt button (this will not prompt prompt you the next time you delete a column). Remove all of the columns you wish and then menu select Window > Define Columns and then press enter on your current settings name to save your changes.
By doing the above, you can now select the Accounts button to toggle between your custom report and the defaults NV2 provides.
Regards to All,
Martin
MSchappler
ModeratorHello Ruth,
To print a financial statement, click on the Financial Report to Print and then menu select Print > All. When the displayed Print Settings window appears, set the destination (line 5) to display and then then click Pint (or F5) to display the report in Excel.
Regards to All,
Martin
MSchappler
ModeratorSet the detail Level in the Payroll Reoport prompt to summary.
Regards to All,
Martin
MSchappler
ModeratorPrint Account Ledgers does not use a preformated template to display in excel. The output is based upon the settings selected in the Select Columns button.
To remove/change the footer, output your display to excel and select Page Setup and click on the Header/Footer tab button.
Regards to all,
Martin
MSchappler
ModeratorThere is no compression of transactions in NV2 buthere are two methods to you can use to solve your problem.
1. Click on the date column title column to reverse sort the transactions in the ledger. If the Date column has chevron pointing downwards (v) then transactioins are sorted in date order which shows the latest dates at the bottom of the ledger. If you click on theDate Column title again and the cheron is pointing upwards (^) then the latest transactions are at the top of the ledger. This easy to do and if you press the end pageup keys you will the most recent transactions each time you enter the ledger.
2. To hide transactions from a view, click on the ledger screen and select View > Sorted By > Select Index. Select Date as your Index (press F3 to select if .index/date does not appear in the value column for Index. Enter your desired begin and end dates and make the tags are set to financial. This will show you just the transactions for your date ranges. Note, this view is controlled by the blue table clicked on above.
I hope this helps.
Regards to all,
Martin
MSchappler
ModeratorSorry for the delay. I haven’t forgotten your request. I try to have a notes view included in the release of 2.27 which will include 2014.
I’m thinking of a notes botton next to the home icon button on the NV2 task bar.
Regards to All,
Martin
MSchappler
ModeratorThe upcoming release of NV2.26.0 will allow to you to go to the cross account from the AP Vendor account using F9 or Ctrl F9 and bypass the journal which position your cursor in the expenses account.
The current beta version I have uses the Ctrl F9 keys to move to the crosss account but I think the F9 key by itself is a better choice. For other users that are used to reviewing the journal first the Ctrl F9 will work the same as F9 currently does in NV2 version 2.25.5 and prior.
Regards to All,
Martin
MSchappler
ModeratorClick on the X button on the top right corner of the window that you wish to close.. Once clicked, you will be prompted to confirm that you want to delete this window from the database.
Regards to All,
Martin
MSchappler
ModeratorSorry No.
The SHOWX feature shows you the cross accounts from the journals only.
You can press the F9 key on the Accounts Payable account (in the details window) which will take to you to the journal and if you press F9 again, you will move the NV2 window to the expense account.
Another alternative is to create a new windows explorer that creates a new master window to which to you can review transactions/reports in two separate windows. Click from the menu bar > Windows > New Database Explorer to create this second window. Shrink both window explorers to fit your screen and then altenative bewteen these two window explorers to view transactions.
Regards to All,
Martin
MSchappler
ModeratorTo copy the brown details window, press the print screen key (Print Scrn) which should copy the contents to the windows clip board. Some systems require Shft + Print Screen to work.
Once done, open word or excel and press Edit Paste to add the display for review.
Try Payroll Report on the employee to get the summary that you require. Select the employee under Employees > List on the employee and then select Print Payroll Reports for the time period. Use Summary for the detail Level and select the template to match your wishes.
Regards to All,
Martin
MSchappler
ModeratorClick on the row displaying the item to delete and select edit delete and click Delete Item.
Regards to All,
Martin
MSchappler
ModeratorI suggest that you double click on the line to view the window below to show you the transactions deatils.
Click the X Button to close the window.
Regards,
Martin
MSchappler
ModeratorDo you have any specs. on this retro pay?
Please email them to support@qwpage.com
Regards to All,
Martin
MSchappler
ModeratorSend the error including a screen display to the following email address:
Regards to All,
Martin
MSchappler
ModeratorClick the line Column by clicking the Line Column to show the proper order of your accounts on your report.
Add your items.
In regards to your errors, please email me at support@qwpage.com
Regards to All,
Martin
-
AuthorPosts