Navigate to Admin Panel – Settings – Print forms, reports and data processors.

This workplace allows you to:

• configure print form templates for all documents;
• change the visibility of print commands;
• manage report options, assign users to reports, change report visibility to ensure privacy;
• edit default report headers and footers;
• install extensions;
• allow the use of external print forms, reports or data processors.

Print form templates #

In Print form templates (Admin Panel – Print forms, reports and data processors) menu you can view the full list of templates used in our application. With a double click on a template, you can go to the template editor and change form for your needs and convenience.

You can use the Show in list button to see which document or list this form belongs to.

If you created your new template, you can change Visibility conditions and check (uncheck) box in the Show in the Print submenu column.

You can always contact our team to fully customize print forms and reports to perfectly match your business needs, we will be pleased to help you. For more information click here.

How to add amount in words and other fields #

To add a new field to a print form, follow these steps:

• Open the required document and click the Print button, then select the desired print form from the menu

• In the opened print window, go to the More actions menu and select Go to print form templates

• Choose the desired form from the list and click Edit template

• Click the Available fields button in the upper left corner

• Select the needed field from the opened list and move it to the appropriate place on the form

• Save the form. After this, all next versions of this document will be printed with this field

At the moment, the amount in words is supported in such print forms:

• Journal Voucher
• Inventory Taking
• Credit Note for Tax Invoice Issued
• Tax Invoice for Tax Invoice Issued
• Asset Disposal for Asset Operation
• Asset Receipt for Asset Operation
• Asset Transfer for Asset Operation
• Personnel Order
• Payroll

Print submenu #

The Print submenu link provides the ability to disable individual print forms in the Print submenu of documents and lists within the program. Disabling print forms may be necessary if the Print submenu of a document contains a large number of unused print commands, making it difficult to find the needed commands.

Disabling and enabling print commands are done using checkboxes. You can use the Go to list button fron the action bar to go to the list of the corresponding document to check the configured Print submenu.

Universal report #

The Universal Report is a powerful tool that allows you to create a custom report tailored to your specific needs. This involves modifying the report’s structure, setting the necessary parameters, creating custom fields, and configuring grouping, selection, and sorting for each report element.

For more information, please see the relevant article in our documentation.

Configure headers and footers #

Headers and footers are a convenient way to make reports more clear and readable, and they are often used for larger reports.

The application allows you to customize the font and size for each header and footer using standard formatting buttons.

Use the navigation bar buttons to position the headers and footers in the desired location (left, right, or center) at the top or bottom of the report. To do this, select the cell you want, for example the top left corner, and click the appropriate navigation bar button. The header or footer designation will appear in the selected cell. For example, [&Time] will display in the selected cell if you choose the Time button. In the middle of the window, you will see a report preview with the  headers and footers so you can see the results of your configuration immediately. Once you’re finished setting up the headers and footers, click Save to save your changes.

Extensions #

The application provides the capability to manage configuration extensions. Extensions can be used to add new sections to the command interface, reports, and processing features, in addition to those provided by the default.

In the list, you can:

• Use the checkbox in the first column to enable or disable installed extensions. If an extension stores data in the information database, the application will issue a warning upon disabling it. Note that disabling an extension may make the data related to that extension inaccessible, and it will be impossible to modify this part of the data after disabling the extension. To confirm, click Disable.
• Enable Safe Mode – the checkbox is automatically enabled for the added extension, and the administrator can disable the checkbox or specify a security profile name.
• Assign a Responsible Person – double-click on the field and select person from the list.

To install a configuration extension, click Add from File. Before installing extensions, the application issues a warning. If the extension comes from a reliable source, click Continue.

Specify the path to the configuration extension file in .cfe format.
The application adds the extension. This process takes some time.
After adding, the Extensions list is displayed. The Safe Mode checkbox is automatically enabled for the added extension. The administrator can disable the checkbox or specify a security profile name.
The list uses icons to reflect the status of extensions. An extension can be:

• Attached
• Failed to attach
• Will be attached after app restart

After adding an extension to the list, a warning is displayed indicating the need to restart the application. To continue working with the changes made, click the restart link.

After the restart, the extension will be connected to the application, and the list of installed extensions will return to its normal view.

For convenient management of a large number of extensions, you can perform actions (update, export to a folder on the computer, or delete) on multiple selected extensions in the list.

If an extension is no longer needed in the application, select it and click the Delete button.

If an extension stores data in the information database, this data will be irretrievably lost upon deletion. In this case, the application will issue a warning before deletion. It is recommended to back up the information database before deleting an extension.

Deleted extensions will no longer appear in the list. A warning will be displayed indicating the need to restart the application.

Update from File – click the button to install a new version of the extension. This feature can also be used to revert to a previous version if the new version contains an error (however, it is not recommended to install an older version of the extension as this may result in loss of settings). Specify the path to the extension file on the computer.

If you update the extension to a new version with a different name, all previous settings for this extension will be saved, such as created report options. Additionally, if the extension is accidentally deleted and then re-added to the application within a short time, it is possible to continue working without losing its settings. When attempting to update to an extension with a different name, the application will display a message, and you must confirm your action by clicking Replace.

If the extension could not be attached to the application at startup, then an error message is displayed.

In ther More actions menu the following commands are available:

• Refresh – the list of extensions is not dynamic; to see recent changes, use this command.
• Save as – use this command to save the extension to the computer or another storage device. Specify the path to save the file.
• Check extension applicability – use this command to check the added extensions; they may have been added a long time ago and may no longer be relevant.

The More actions menu includes the Installed patches command. You can use it if you have received an extension containing a fix (patch) to install it in the application.

Reports #

The composition of sections and groups in this list depends on the granted rights and roles. All report options without exception are available only to the administrator.

The list of all reports consists of two parts:

• The left part contains a hierarchical list of sections and groups of the application’s command interface where report panels are located.
• The right part displays the list of reports for the selected section or group of the application interface, which consists of three columns – Description, Author, and Used on.

If the list of report options is large, you can quickly find the needed report option using the Search bar.

Using the Open button on the selected report option, you can proceed to generate the selected report option.

Using the Edit button or by double-clicking on the selected report option, you can customize the report option. Here you can change description, access rights and details.

Using the Update from File button, you can upload a report option saved along with user settings in an archive file on the computer. Specify the path to the report option archive.

Use the Save to file command to save the current report option to a file (with optional inclusion of user settings). Specify the path to the archive file on the computer. By default, user settings are saved with the report option. You can deselect the saving of all or some settings using checkboxes.

Using the Add to sections command, you can configure the placement for multiple report options at once by specifying in which sections and groups of the application’s command interface they should be placed. By checking and unchecking the boxes, you can add options to sections/groups, remove options from sections/groups, and also define Importance, thereby highlighting the report option in bold or in the See also group. To confirm your selection, click the Add report button.

The More action menu command allows you to Reset location settings of predefined reports. Note that this operation is irreversible.

To confirm, click the Reset button. This feature can be used if the placement settings are incorrect and hinder work.

The More actions menu command also allows you to Reset custom settings for the selected report options. This might be necessary if the settings are incorrect and hinder work with the report option.