How to add banking details or company number to the printout headers?

How to close a year in the programs?

Can data be saved from the program?

How to add banking details or company number to the printout headers?

You can add your company number to the headers as a new header field:

  1. Go to Main menu > Settings > Company > Other data
  2. Click on the right top corner button then select Data table settings...
  3. Add new Company Number field (only field name, without colon and data).
  4. Close dialog with Ok.
  5. Fill the company number in Other data table.

 

 

How to close a year in the programs?

There is no year-end closing function in the programs, as data recording is continuous and independent of the years. However, if you use the Invoice module and utilize a new invoice number range each year, it's advisable to close the invoice block at the end of the year and create a new one. You can read about using the Invoice module in the user manual.

Closing an Invoice Block and Opening a New One

  1. Access the Invoice module.
  2. Open the Invoice Blocks table.
  3. Select the invoice block to be closed.
  4. Choose the Close Invoice Block function.
  5. Click the + button to create a new invoice block.
  6. When creating invoices, make sure to select the correct invoice block.

Can data be saved from the program?

The content of most tables can be exported in XLS, CSV, TXT, and PDF formats. There are two ways to do this:

  1. One option: click on the export (floppy disk) icon found in the toolbar.
  2. Another option: click on the wrench icon located in the top right corner of the table, then select the "Save Content..." option.

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Statistik created: 2024-07-25T17:12:24+02:00