Invoice Period Report.
Headings and Contents
An enhancement to an exisiting report to Traveller, the Invoice Period Report
is designed to be sent out to clients, outlining the interaction they have had
with the business over a defined period of time. What makes this report special
is the ability to import a graphic image onto the report such as a company logo,
in addition to having the option to save / restore report criteria for future
use.
This report is always available and can be found off the Reports -> Invoice
period there are 4 options here:
+ Set-up Passenger Summery Report Headings
+ Passenger Summery Report
+ Set-up Account Summery Report Headings
+ Passenger Summery Report
Options 1 and 3 configure options 2 and 4 respectively. (Shown Below). These
are in addition to the standard Invoice Period Report, availible from the Reports->
Management Menu option. The first tab of this screen is used to define column
headings. Columns can be defined in order to group transaction types on the
final invoice summary report. To define a column, both the description and the
tick box must be filled in as shown in the example. Click OK to save your changes.
Once these have been defined then you are ready to continue to the next tab.
(Shown above)
The Contents Tab is where we allocate transactions to Columns, in the example
we are grouping hotels, and air related bookings, but the choice is yours.
+ Fill Contents will
select every Transaction type and apply the currently selected Column position
to it.
+ Clear Contents will clear every position entry.
Once again, clicking OK will save your changes.