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updates:wizard-report-a-new-scope-invoices-has-been-added

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updates:wizard-report-a-new-scope-invoices-has-been-added [2020/01/03 09:14] (current)
bartek created
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 +====== NEW SCOPE '​Invoices'​ ======
  
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 +[{{ :​leon:​report-wizard:​Invoices scope report general.png?​200|Invoices report generated from Wizard}}]
 +
 +**Invoices** are important part of each Sales department of any company. We have added an additional '​Invoices'​ scope to the WIZARD REPORT page, so that Sales can generate, name and save a report containing only Invoices details (taken from **Requests/​Quotes** panel).
 +
 +In the main **WIZARD REPORT** page click {{:​leon:​report-wizard:​add-report-icon.png?​80|}} and select the scope '​Invoices'​ to generate a report to which you can assign such columns as: Invoice No., Requested by, Sell date, Billing date, Total Gross or Total Net. These and other details of the invoice can be selected in the columns panel on the left.
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 +{{:​leon:​reports:​scope Invoices.png|}}
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 +
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 +Use the icon {{:​leon:​report-wizard:​filter icon.png|}} for further filtering options: click **Quote request status** and mark available checkboxes (statuses of the quote) from the list: New request, Quoted, Rejected, Option, Contract sent, Booked, Invoice sent, Brief sent and Done.
 +
 +Use the icon {{:​leon:​report-wizard:​columns changer.png|}} in case you need to remove columns or change their order (drag & drop columns).
updates/wizard-report-a-new-scope-invoices-has-been-added.txt · Last modified: 2020/01/03 09:14 by bartek