Files register submenu permits printing your files list. When this submenu is selected, File Reports screen shown below will appear.
Detailed report will list :
Summary report will list :
Customer Profile report will list :
When type of report and sort mode is selected, click on « Ok » to access printing and viewing module or on « Cancel » to abort. For more information on printing and viewing reports, refer to
Files register sub-menu
Move the pointer on the differents fields and buttons of the following screen
to obtain context sensitive help.
Select year to print and type of report, detailed, summary or customer
profile. When you select the Customer Profile report, the « List » button became active so you can access the Files list in order to choose the desired client.
File number
Client name
File title
Client address and telephone number
Name of client contact
Date of last contract update
File number
Client name
File title
Client telephone number
Date of last contract update
Client name, address, etc…
Client Notes (if applicable)
Billing notes (if applicable)
Detail of submitted invoices (if applicable)
Select the sort mode. The following options are available :
Sort by file number
Sort by file description
Sort by client name and description
Select the sort mode. The following options are available :