Accounts Receivable - Report Parameters

 

Function

Report Parameters are used to define the company name and address for printing on the Simple Invoice forms. Report Parameters features appear in two tabs; Reports and Remit To Address.

 

=> To access this task...

Select Report Parameters from the Parameters menu

 


Report Form Parameters - Company Address tab

 

When selecting this option, all existing report form parameters are displayed, the existing parameters can be modified and saved by clicking Save.

 

About the Fields

 

To enable edits to the form select  .

 

In the Company Name field...

  • Enter the company name using up to 30 characters. This is the name of your company uses for tax reporting purposes.

In the Address fields...

  • Enter an address of up to 2 lines and 24 characters per line. This is the address of your company, as you would like it to appear on the simple invoices.

In the City field...

  • Enter the name of the city using up to 22 characters.

In the State field...

  • Enter the name of the state using 2 characters.

In the Zip Code field...

  • Enter the zip code using up to 9 characters.

In the Phone field...

  • Enter the company's telephone number. This telephone number will not print on the invoice.

In the Fax Number field...

  • Enter the company's fax number.

Existing parameters can be modified and saved by clicking Save.

 

Remit To Address Tab

AR Report Forms Parameters, Remit To
Report Form Parameters - Remit To Address tab

 

To enable edits to the form select  .

 

In the Name field...

  • Enter the company name using up to 30 characters. This is the name of the company to remit reports.

In the Address fields...

  • Enter an address of up to 2 lines and 24 characters per line. This is the address of the company.

In the City field...

  • Enter the name of the city using up to 22 characters.

In the State/Province field...

  • Enter the name of the state using 2 characters.

In the Zip/Postal Code field...

  • Enter the zip code using up to 9 characters.

When done making selections...

  • Click Save button to save the new code.

  • Click Clear Form button to clear the form and begin again.

Closing an unsaved record will issue the prompt:

  • Select [Yes] to save the changes.

  • Select [No] to return to the form.



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