<< Previous | Next >>

General

The following is what is typically found on a General page. These can and will change according to the report; please view the individual help page for each report for more information.

Select the Order By and Accounts/Clients to show

Order by

From the dropdown list, select the order in which an individual report is to appear, e.g. by Code, Description, or Name depending on the report you are wanting to generate.

Descending

Tick the "Descending" box, to show in a descending order. Leave blank if not required.

Accounts/Clients

Select the specific Accounts or Clients to be included or leave blank for all accounts.

Alternatively use F6 which takes you directly to the list of Accounts.

Date As At

Enter the report "As At" date. The Date As At is used when calculating values such as Balances and Overdues.

Select Columns to include

Columns

Tick the applicable boxes to include the columns required for the specific report. Leave blank if not required.

Reports, Report Options, Pages, General Page