Difference between revisions of "Deposit Receipt Report"

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'''With this program you can do any of the following 4 items:
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'''With this program you can do any of the following 4 items:'''
 
:Print a report for a specific date range.
 
:Print a report for a specific date range.
 
:Look up a specific deposit based on the receipt number.
 
:Look up a specific deposit based on the receipt number.
 
:Look up a specific deposit based on the account number.
 
:Look up a specific deposit based on the account number.
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:Reprint a receipt.'''
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:Reprint a receipt.
  
  
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'''Instructions for printing the Deposit Receipt Report'''
 +
#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
 +
#On the setup box select the date range (From Date/To Date) needed for the report.
 +
#Leave the Receipt Number and Account fields blank.
 +
#Click '''OK''' to move to the next screen.
 +
#To '''Print''' this report, click the '''Print''' button at the bottom of the screen.
 +
#'''To get the print icon''' on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
 +
#Click the print icon at the right end of this rectangle. Another print preview will appear.
 +
#Click the print button at the top left to print the report. Close the print preview.
  
  
 +
'''Instructions for looking up/printing a deposit based on the Receipt number'''
 +
#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
 +
#On the setup box select the date range (From Date/To Date) needed for the report.
 +
#Click in the Receipt Number field and enter the number.
 +
#Leave the Account field blank.
 +
#Click '''OK''' to move to the next screen.
 +
#To print this information click the '''Print''' button at the bottom of the screen.
 +
#'''To get the print icon''' on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
 +
#Click the print icon at the right end of this rectangle. Another print preview will appear.
 +
#Click the print button at the top left to print the report. Close the print preview.
 +
#To reprint the receipt, click the check box to the left of the pay date.
 +
  
 +
'''Instructions for looking up/printing a deposit based on the Receipt number'''
 
#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
 
#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
 
#On the setup box select the date range (From Date/To Date) needed for the report.
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#If you are looking for a specific Receipt, enter the number in the Receipt No. field. It is recommended that you use a long date range when looking up a specific Receipt.
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#Click in the Receipt Number field and enter the number.
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#Enter an Account if you need to look up receipts written from a specific Account.
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#Leave the Account field blank.
 
#Click '''OK''' to move to the next screen.
 
#Click '''OK''' to move to the next screen.
 +
#To print this information click the '''Print''' button at the bottom of the screen.
 +
#'''To get the print icon''' on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
 +
#Click the print icon at the right end of this rectangle. Another print preview will appear.
 +
#Click the print button at the top left to print the report. Close the print preview.
 +
#To reprint the receipt, click the check box to the left of the pay date.
 +
  
  
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'''To Print this Report'''
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'''Instructions for Reprinting a Receipt'''
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#Click the '''Print''' button at the bottom of the screen.
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#Select '''Funds/Lists/Deposit Register Report''' from the left side of the screen.
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#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.  
+
#On the setup box select the date range (From Date/To Date) needed for the report.
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#The default print option will be '''PDF'''.
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#Leave the Receipt Number and Account fields blank; or, you may enter either a Receipt number of an Account number.
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#Click the print button on this popup and a print preview window will appear.  
+
#Click '''OK''' to move to the next screen.
 +
#Select the check box to the left of the receipt that needs to be reprinted. If there are two or more entries with the same receipt number, selecting any one of these records and all of them will be automatically selected.
 +
#Click the '''Print Selected''' button at the bottom of the screen.
 +
#A print preview of the selected receipts will appear on the screen.
 
#'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.  
 
#'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.  
 
#Click the print icon at the right end of this rectangle. Another print preview will appear.
 
#Click the print icon at the right end of this rectangle. Another print preview will appear.
 
#Click the print button at the top left to print the report. Close the print preview.
 
#Click the print button at the top left to print the report. Close the print preview.

Revision as of 14:32, 9 April 2015

With this program you can do any of the following 4 items:

Print a report for a specific date range.
Look up a specific deposit based on the receipt number.
Look up a specific deposit based on the account number.
Reprint a receipt.


Instructions for printing the Deposit Receipt Report

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Leave the Receipt Number and Account fields blank.
  4. Click OK to move to the next screen.
  5. To Print this report, click the Print button at the bottom of the screen.
  6. To get the print icon on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
  7. Click the print icon at the right end of this rectangle. Another print preview will appear.
  8. Click the print button at the top left to print the report. Close the print preview.


Instructions for looking up/printing a deposit based on the Receipt number

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Click in the Receipt Number field and enter the number.
  4. Leave the Account field blank.
  5. Click OK to move to the next screen.
  6. To print this information click the Print button at the bottom of the screen.
  7. To get the print icon on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
  8. Click the print icon at the right end of this rectangle. Another print preview will appear.
  9. Click the print button at the top left to print the report. Close the print preview.
  10. To reprint the receipt, click the check box to the left of the pay date.


Instructions for looking up/printing a deposit based on the Receipt number

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Click in the Receipt Number field and enter the number.
  4. Leave the Account field blank.
  5. Click OK to move to the next screen.
  6. To print this information click the Print button at the bottom of the screen.
  7. To get the print icon on the preview window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
  8. Click the print icon at the right end of this rectangle. Another print preview will appear.
  9. Click the print button at the top left to print the report. Close the print preview.
  10. To reprint the receipt, click the check box to the left of the pay date.


Instructions for Reprinting a Receipt

  1. Select Funds/Lists/Deposit Register Report from the left side of the screen.
  2. On the setup box select the date range (From Date/To Date) needed for the report.
  3. Leave the Receipt Number and Account fields blank; or, you may enter either a Receipt number of an Account number.
  4. Click OK to move to the next screen.
  5. Select the check box to the left of the receipt that needs to be reprinted. If there are two or more entries with the same receipt number, selecting any one of these records and all of them will be automatically selected.
  6. Click the Print Selected button at the bottom of the screen.
  7. A print preview of the selected receipts will appear on the screen.
  8. To get the print icon on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
  9. Click the print icon at the right end of this rectangle. Another print preview will appear.
  10. Click the print button at the top left to print the report. Close the print preview.
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