Report Wizard
We have introduced the following features in the Report Wizard:
'Edit Template' function
Additions to scope TRIP
Currency Converter filter in scope INVOICES
'Edit Template' function
Edited version of the report
'Edit template' function allows editing the report in HTML and creating an alternative and more complex version of the same report including options such as:
In order to access the HTML version of the report you need to:
Edit an existing report or create a new one
Click on
icon located in the top-left corner of the report
The edited view is divided into 3 sections:
Editing - left-hand site section where you can amend the report using
HTML (in tabs HEADER, BODY and FOOTER) and
CSS (in tab
CSS)
Preview - the middle part where you can preview the amended report in either
HTML or PDF version
Data and Settings - right-hand panel. In the 'DATA' tab you can select the data range in the report as well as access the 'Available data' source to use in the editing section. In 'SETTINGS' you can amend the design options including margins and page orientation
Additions to scope TRIP
We have added the following in the scope 'TRIP“:
Descriptions of Taxes breakdown have been simplified
For Italian Luxury Tax we added 'bands' in the description: 'Band A' up to 1500km and 'Band B' for over 1500km
'Quote Request' and 'Aircraft' columns have been added
Currency Converter Filter
Currency Converter filter in scope INVOICES
We have added 'Currency converter' filter in the scope INVOICES.
This filter allows converting the amount displayed in the 'Total Gross' column from the currency selected in 'General Settings' > 'Default currency (Price List)' to any other selected currency.
The conversion rate is the rate of National Bank of Poland on the date of invoice