Reports for the Calendar
The Calendar report allows you to print the categories of events (i.e. Appointments, Debtor appointments, Creditor appointments and Hours) scheduled in the Calendar (Planner).
To print Calendar - Hours report:
1. On the Reports ribbon, select Reports → Calendar.
2. Select the period on the Per period tab. You may click on the Per date(s) tab to select a specific date or a range of dates.
3. Select the the following options:
a) Agenda - Select to include the general events (e.g. meetings, appointments, etc.).
b) Debtor appointment - Select to include the appointments for debtor (customer / client) accounts. All appointments are also listed in the Appointments tab of the Action → Debtor menu.
c) Creditor appointment - Select to include the appointments for creditor (supplier) accounts. All appointments are also listed in the Appointments tab of the Action → Creditor menu.
d) Hours - Select to include the appointments for the hours event category. The are scheduled appointments for which quotes are generated and confirmed to invoices.
4. Click on the OK button.
An example of the Calendar (all events) report, is as follows:
The colours for the events are as follows:
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Repeating Invoices are not included in this report. |
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TurboCASH will be replaced when using the Multi-User Agenda Plugin with the name of the Resource (User). This report will be printed for each user. The resource can also be linked to an user in the Others tab of the Setup → Access control menu. |