Batch Report Processing        

Batch Report Processing can be opened under Reports menu where users can batch email or batch print customer Invoices and Statements.  The fields at the top of the form serve as your Report Criteria.

The following are the fields that serves as your Report Criteria

1.Batch Name – By default, this is set to blank. You can define the batch name of the batch you have created.

2.Description – By default, this is set to blank. You can define the description of the batch you have created.

3.Report Type – Two types were included on report type, Invoice and Statement.

4.Report Name – This field list down all the related reports based on the Report Type selection.

•If Invoice type is selected, all Invoice reports under the Invoice report manager were displayed on the combo box.

•If Statement type is selected, all Customer Statement reports under the Account Receivable in the report manager were displayed on the combo box.

5.After you have set your criteria, click on the Process button to generate the grid. Customers with transaction based on the criteria you have selected will then be displayed on the grid.

6.Date Range – includes Today, Yesterday, 2 Days Ago, 3 Days Ago, 4 Days Ago, 5 Days Ago, This Week, Last Week, and Custom options where actual dates were displayed in From (From Date for the report)and To (To Date for the report) fields.

7.A check box for Email and Print is present on the grid of Customers tab so you can choose either on the two options whether you’ll print or email the report. Also, present on the Customers tab are the customers information. You can also click on the ellipse button beside the Customer ID number to view the Customer form.

8.The Email Body tab is where you can enter the body of the email you will send. This includes the following fields:

•Subject

•From Name

•From Email Address

•Body

9.Report Processing is a field on Customer form > Detail tab where you can set if reports for the specific customer will be printed, emailed or both. Once you have set a default on the Customer form, the column Email or Print on the Batch Report Processing form will be automatically checked based on what is set on this field.

10.All reports emailed or printed is shown on Customer form > Notes

Toolbar Buttons

New button – This will created new batch report processing record

Save button – This will save your batch report processing record

Find button – This will open the Find Batch Name form

Delete button – This will delete the currently selected record

Undo button – This will undo the changes made on the record

Process button – This will display all the Customers with the transaction based on the criteria selected

Email/Print Selected button – let’s you email or print only the selected customers displayed on the grid.

Email/Print All button – let’s you email or print all reports based on the criteria for the displayed customers whether email or print column is selected or not.

Close button – This will close the form

Reference: Task 738